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Chevron

2,397 hedge funds and large institutions have $156B invested in Chevron in 2019 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 1,037 increasing their positions, 948 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 72

30% more call options, than puts

Call options by funds: $1.63B | Put options by funds: $1.25B

18% more funds holding in top 10

Funds holding in top 10: 155183 (+28)

15% more capital invested

Capital invested by funds: $136B → $156B (+$19.9B)

3% more funds holding

Funds holding: 2,3322,397 (+65)

9% more repeat investments, than reductions

Existing positions increased: 1,037 | Existing positions reduced: 948

0.93% more ownership

Funds ownership: 65.95%66.88% (+0.93%)

Holders
2,397
Holders Change
+65
Holders Change %
+2.79%
% of All Funds
51.87%
Holding in Top 10
183
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+18.06%
% of All Funds
3.96%
New
164
Increased
1,037
Reduced
948
Closed
72
Calls
$1.63B
Puts
$1.25B
Net Calls
+$374M
Net Calls Change
+$297M
Name Holding Trade Value Shares
Change
Change in
Stake
EA
1726
Elm Advisors
California
$828K -$89.9K -760 -10%
APC
1727
Aspire Private Capital
North Carolina
$828K +$67.1K +567 +9%
GAAM
1728
Guinness Atkinson Asset Management
California
$825K
OWP
1729
Obermeyer Wealth Partners
Colorado
$824K -$41.4K -350 -5%
SCP
1730
Sandhill Capital Partners
New York
$822K +$87.3K +738 +12%
VCM
1731
Versant Capital Management
Arizona
$818K -$19.8K -167 -2%
DCM
1732
Donaldson Capital Management
Indiana
$813K -$8.99K -76 -1%
CNB
1733
Camden National Bank
Maine
$812K +$1.89K +16 +0.2%
FCFC
1734
First Commonwealth Financial Corp
Pennsylvania
$811K -$68.9K -582 -8%
GLA
1735
Good Life Advisors
Pennsylvania
$805K -$167K -1,414 -18%
CI
1736
Capital Innovations
Wisconsin
$805K
BCM
1737
Bienville Capital Management
New York
$802K +$16.2K +137 +2%
BPCE
1738
Bank Pictet & Cie (Europe)
Germany
$802K +$121K +1,020 +19%
BCM
1739
Brasada Capital Management
Texas
$801K +$118K +1,000 +18%
SXL
1740
Summit X LLC
Missouri
$800K +$30.2K +255 +4%
WDA
1741
Wendell David Associates
New Hampshire
$799K +$51.8K +438 +7%
RHJA
1742
Rice Hall James & Associates
California
$797K
COI
1743
Capital One Investing
Virginia
$797K +$471K +3,979 +159%
SRSA
1744
S.R. Schill & Associates
Washington
$795K +$118 +1 +0%
MFP
1745
Meridian Financial Partners
Virginia
$792K -$4.5K -38 -0.6%
AAM
1746
Aureus Asset Management
Massachusetts
$792K
MGIA
1747
Moneta Group Investment Advisors
Missouri
$790K -$15.6K -132 -2%
AA
1748
Apriem Advisors
California
$789K +$5.44K +46 +0.7%
SFG
1749
SevenBridge Financial Group
Pennsylvania
$788K +$5.92K +50 +0.8%
NQWM
1750
Northwest Quadrant Wealth Management
Oregon
$787K +$6.51K +55 +0.9%

CVX Hedge Fund Activity: Q1 2019 in Review

2,397 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q1 2019, worth a combined $156B — up 15% from $136B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new CVX positions and 72 closed out — a net gain of 92 holders — while 1,037 added to existing stakes and 948 trimmed.

The largest buyer was Barclays, adding an estimated $295M. The largest seller was Fidelity Investments, cutting an estimated $502M.

  • 2,397 institutional investors held Chevron (CVX) as of Q1 2019, up from 2,332 in Q4 2018.
  • Funds reported $156B of Chevron stock for Q1 2019, up 15% quarter-over-quarter.
  • 164 funds opened new Chevron positions in Q1 2019 and 72 closed out, a net change of +92 holders.
  • The largest Chevron buyer in Q1 2019 was Barclays, an estimated $295M added.
  • The largest Chevron seller in Q1 2019 was Fidelity Investments, an estimated $502M sold.

Based on aggregated 13F filings for Q1 2019.