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Chevron

2,394 hedge funds and large institutions have $158B invested in Chevron in 2019 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 1,119 increasing their positions, 909 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 84

23% more repeat investments, than reductions

Existing positions increased: 1,119 | Existing positions reduced: 909

19% more call options, than puts

Call options by funds: $1.62B | Put options by funds: $1.36B

1% more capital invested

Capital invested by funds: $156B → $158B (+$1.41B)

0% less funds holding

Funds holding: 2,3972,394 (-3)

0.14% less ownership

Funds ownership: 66.88%66.73% (-0.14%)

10% less funds holding in top 10

Funds holding in top 10: 183165 (-18)

Holders
2,394
Holders Change
-3
Holders Change %
-0.13%
% of All Funds
51.99%
Holding in Top 10
165
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-9.84%
% of All Funds
3.58%
New
114
Increased
1,119
Reduced
909
Closed
84
Calls
$1.62B
Puts
$1.36B
Net Calls
+$262M
Net Calls Change
-$113M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
1701
Cadence Bank
Mississippi
$865K -$1.58M -13,058 -65%
CRIG
1702
Charter Research & Investment Group
Connecticut
$864K -$7.25K -60 -0.9%
LB
1703
Legacy Bridge
Iowa
$860K
FCA
1704
FinTrust Capital Advisors
South Carolina
$857K -$12.2K -101 -1%
CICI
1705
Capital Investment Counsel Inc
North Carolina
$857K +$17.5K +145 +2%
ANTB
1706
AMG National Trust Bank
Colorado
$856K -$33.3K -275 -4%
WC
1707
Westhampton Capital
North Carolina
$847K +$823K +6,803 New
VNB
1708
Virginia National Bank
Virginia
$842K
JLBC
1709
J.L. Bainbridge & Co
Florida
$842K +$383K +3,169 +88%
GSWM
1710
Golden State Wealth Management
California
$840K +$49.6K +410 +6%
SFG
1711
SevenBridge Financial Group
Pennsylvania
$839K +$41.7K +345 +5%
EA
1712
Elm Advisors
California
$836K
GAAM
1713
Guinness Atkinson Asset Management
California
$834K
FFS
1714
Founders Financial Securities
Maryland
$833K -$99.9K -826 -11%
9WM
1715
9258 Wealth Management
Ohio
$831K -$35.7K -295 -4%
BSPF
1716
British Steel Pension Fund
United Kingdom
$826K -$877K -7,257 -52%
CCM
1717
Canal Capital Management
Virginia
$826K +$127K +1,047 +19%
FCFC
1718
First Commonwealth Financial Corp
Pennsylvania
$823K +$3.27K +27 +0.4%
MFP
1719
Meridian Financial Partners
Virginia
$818K +$3.99K +33 +0.5%
DCM
1720
Donaldson Capital Management
Indiana
$815K -$6.05K -50 -0.8%
PFA
1721
Paradigm Financial Advisors
Missouri
$814K -$44.4K -367 -5%
NQWM
1722
Northwest Quadrant Wealth Management
Oregon
$814K +$38.6K +319 +5%
AF
1723
AMG Funds
Connecticut
$813K -$64.4K -533 -8%
SIG
1724
Sargent Investment Group
Maryland
$813K +$23K +190 +3%
IWP
1725
Icon Wealth Partners
Texas
$813K +$149K +1,230 +23%

CVX Hedge Fund Activity: Q2 2019 in Review

2,394 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q2 2019, worth a combined $158B — up 0.91% from $156B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new CVX positions and 84 closed out — a net gain of 30 holders — while 1,119 added to existing stakes and 909 trimmed.

The largest buyer was Nuveen, adding an estimated $1.72B. The largest seller was Fidelity Investments, cutting an estimated $826M.

  • 2,394 institutional investors held Chevron (CVX) as of Q2 2019, down from 2,397 in Q1 2019.
  • Funds reported $158B of Chevron stock for Q2 2019, up 0.91% quarter-over-quarter.
  • 114 funds opened new Chevron positions in Q2 2019 and 84 closed out, a net change of +30 holders.
  • The largest Chevron buyer in Q2 2019 was Nuveen, an estimated $1.72B added.
  • The largest Chevron seller in Q2 2019 was Fidelity Investments, an estimated $826M sold.

Based on aggregated 13F filings for Q2 2019.