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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
EIA
1776
Edgemoor Investment Advisors
Maryland
$751K +$29.6K +250 +4%
SC
1777
SRB Corp
Massachusetts
$751K +$155K +1,307 +27%
CBFP
1778
Cedar Brook Financial Partners
Ohio
$751K +$229K +1,933 +46%
RSS
1779
Rosenblum Silverman Sutton
California
$746K -$3.42M -28,891 -83%
DAM
1780
Diamant Asset Management
Connecticut
$736K -$29.6K -250 -4%
GAG
1781
GM Advisory Group
New York
$731K -$4.38K -37 -0.6%
FCMC
1782
Founders Capital Management (Connecticut)
Connecticut
$730K -$2.22M -18,785 -76%
HCM
1783
Hollencrest Capital Management
California
$730K +$18.1K +153 +3%
ACC
1784
Accident Compensation Corp
New Zealand
$729K +$177K +1,500 +34%
JWM
1785
JGP Wealth Management
Oregon
$725K -$2.96K -25 -0.4%
CAM
1786
ClariVest Asset Management
California
$724K +$10.1K +85 +1%
CBA
1787
Coastal Bridge Advisors
Connecticut
$721K -$77.5K -655 -10%
WI
1788
Wedgewood Investors
Pennsylvania
$721K +$8.76K +74 +1%
Loomis, Sayles & Company
1789
Loomis, Sayles & Company
Massachusetts
$717K -$2.66M -22,509 -79%
FAT
1790
First American Trust
California
$717K -$4.73K -40 -0.7%
AI
1791
ArchPoint Investors
Florida
$716K -$2.96K -25 -0.4%
WIA
1792
Westbourne Investment Advisors
Maryland
$713K -$27K -228 -4%
HDIM
1793
Hanson & Doremus Investment Management
Vermont
$702K -$2.96K -25 -0.4%
QT
1794
Quantamental Technologies
New York
$701K +$674K +5,694 New
RCA
1795
Rowland Carmichael Advisors
Arizona
$691K +$7.45K +63 +1%
DI
1796
DFPG Investments
Utah
$691K +$9.7K +82 +2%
AP
1797
Atwood & Palmer
Missouri
$690K -$10.6K -90 -2%
ACH
1798
ArrowMark Colorado Holdings
Colorado
$690K
BCM
1799
Brookstone Capital Management
Illinois
$688K -$37.7K -319 -5%
GIA
1800
Granite Investment Advisors
New Hampshire
$688K -$22K -186 -3%

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.