We are live on ! Find out more
CVX icon

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
BWCS
1751
Beirne Wealth Consulting Services
Connecticut
$758K -$201K -1,662 -21%
HR
1752
Hayden Royal
North Carolina
$757K -$248K -2,047 -25%
TF
1753
Tompkins Financial
New York
$752K -$219K -1,812 -23%
AAM
1754
Aureus Asset Management
Massachusetts
$752K -$46.9K -388 -6%
SLF
1755
Sun Life Financial
Ontario, Canada
$744K -$803K -6,643 -53%
APC
1756
Aspire Private Capital
North Carolina
$744K -$90.7K -750 -11%
DAM
1757
Diamant Asset Management
Connecticut
$744K
HDIM
1758
Hanson & Doremus Investment Management
Vermont
$744K +$33.9K +280 +5%
SIA
1759
Strategic Investment Advisors
Michigan
$743K +$87.8K +726 +14%
CNB
1760
Camden National Bank
Maine
$740K -$78.1K -646 -10%
GAG
1761
GM Advisory Group
New York
$739K
FCMC
1762
Founders Capital Management (Connecticut)
Connecticut
$738K
APG
1763
Abacus Planning Group
South Carolina
$736K +$48.7K +403 +7%
JWM
1764
JGP Wealth Management
Oregon
$732K
RCA
1765
Rowland Carmichael Advisors
Arizona
$730K +$30.7K +254 +5%
CIA
1766
CSat Investment Advisory
Michigan
$729K +$707K +5,850 +58,500%
WI
1767
Wedgewood Investors
Pennsylvania
$728K -$363 -3 -0.1%
AC
1768
Addison Capital
Pennsylvania
$728K +$301K +2,486 +74%
VCM
1769
Versant Capital Management
Arizona
$725K -$98.9K -818 -12%
EIA
1770
Edgemoor Investment Advisors
Maryland
$725K -$32K -265 -4%
AI
1771
ArchPoint Investors
Florida
$724K
FAT
1772
First American Trust
California
$722K -$2.42K -20 -0.3%
ICOM
1773
Investment Counselors of Maryland
Maryland
$721K +$32.2K +266 +5%
BIA
1774
Bigelow Investment Advisors
Maine
$718K -$56.7K -469 -8%
COI
1775
Capital One Investing
Virginia
$714K -$89K -736 -11%

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.