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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
TIA
1751
Tiemann Investment Advisors
California
$786K -$37.3K -315 -5%
CP
1752
Covenant Partners
Tennessee
$783K +$752K +6,353 New
Financial Engines Advisors
1753
Financial Engines Advisors
California
$782K -$74.4K -629 -9%
GSWM
1754
Golden State Wealth Management
California
$782K +$751K +6,345 New
SIG
1755
Sargent Investment Group
Maryland
$781K -$7.1K -60 -0.9%
IP
1756
Investment Partners
Ohio
$780K -$11.2K -95 -1%
UF
1757
Univest Financial
Pennsylvania
$777K +$128K +1,083 +21%
MPAM
1758
Murphy Pohlad Asset Management
Minnesota
$776K
WA
1759
Wealthstar Advisors
Texas
$774K
RVPG
1760
Relative Value Partners Group
$774K +$83.5K +706 +13%
SBL
1761
Sargent Bickham Lagudis
Colorado
$771K -$221K -1,871 -23%
CHP
1762
Cable Hill Partners
Oregon
$769K
BIA
1763
Bigelow Investment Advisors
Maine
$768K +$18.6K +157 +3%
AW
1764
Alpha Windward
Massachusetts
$766K -$13.6K -115 -2%
WC
1765
Woodstock Corp
Massachusetts
$766K +$6.03K +51 +0.8%
BCM
1766
Bluefin Capital Management
New York
$766K +$380K +3,214 +107%
OCAM
1767
Onex Canada Asset Management
Ontario, Canada
$764K +$734K +6,200 New
GRP
1768
Global Retirement Partners
California
$763K +$64.4K +544 +10%
IIC
1769
Integrated Investment Consultants
Michigan
$763K +$123K +1,042 +20%
BAM
1770
Bruderman Asset Management
New York
$762K -$76.1K -643 -9%
ACM
1771
AlphaStar Capital Management
North Carolina
$759K +$87.3K +738 +14%
SCM
1772
Sterneck Capital Management
Missouri
$758K -$266K -2,249 -27%
EWF
1773
Epstein & White Financial
California
$756K +$283K +2,396 +64%
ECA
1774
Elevated Capital Advisors
Utah
$756K +$1.08M +9,164 New
S
1775
Surevest
California
$752K +$423K +3,573 +141%

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.