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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
SXL
1726
Summit X LLC
Missouri
$811K +$4.23K +35 +0.5%
PWPS
1727
Pinnacle Wealth Planning Services
Ohio
$810K +$122K +1,012 +18%
WDA
1728
Wendell David Associates
New Hampshire
$808K +$1.45K +12 +0.2%
RHJA
1729
Rice Hall James & Associates
California
$805K
BCP
1730
Berkeley Capital Partners
Georgia
$804K -$38.5K -318 -5%
IP
1731
Investment Partners
Ohio
$800K +$11.8K +98 +2%
WP
1732
WealthPLAN Partners
Nebraska
$795K -$132K -1,088 -14%
CP
1733
Covenant Partners
Tennessee
$791K
WA
1734
Wealthstar Advisors
Texas
$784K
WC
1735
Woodstock Corp
Massachusetts
$774K
BI
1736
Bramshill Investments
Florida
$771K +$749K +6,198 New
OWP
1737
Obermeyer Wealth Partners
Colorado
$770K -$60.5K -500 -7%
IIC
1738
Integrated Investment Consultants
Michigan
$770K
SA
1739
Shilanski & Associates
Alaska
$769K +$747K +6,180 New
UF
1740
Univest Financial
Pennsylvania
$767K -$17.5K -145 -2%
CBFP
1741
Cedar Brook Financial Partners
Ohio
$766K +$7.62K +63 +1%
BFA
1742
Beaumont Financial Advisors
Massachusetts
$766K +$69.9K +578 +10%
CAW
1743
Cornerstone Advisors (Washington)
Washington
$765K +$84.8K +701 +13%
JIP
1744
Jaffetilchin Investment Partners
Florida
$763K -$253K -2,089 -25%
CI
1745
Capital Innovations
Wisconsin
$763K -$49K -405 -6%
BCM
1746
Bienville Capital Management
New York
$762K -$46.3K -383 -6%
MPAM
1747
Murphy Pohlad Asset Management
Minnesota
$762K -$21.2K -175 -3%
BC
1748
Brio Consultants
California
$762K +$483K +3,997 +188%
TIA
1749
Tiemann Investment Advisors
California
$761K -$32K -265 -4%
AW
1750
Alpha Windward
Massachusetts
$760K -$11.5K -95 -2%

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.