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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
SRSA
1801
S.R. Schill & Associates
Washington
$673K -$126K -1,046 -16%
BOPW
1802
Brandywine Oak Private Wealth
Pennsylvania
$671K -$12.9K -107 -2%
PCM
1803
Princeton Capital Management
New Jersey
$670K +$201K +1,659 +44%
YWP
1804
YorkBridge Wealth Partners
New York
$667K +$34K +281 +5%
MCWS
1805
McKinley Carter Wealth Services
West Virginia
$665K +$14.5K +120 +2%
CNAM
1806
Campbell Newman Asset Management
Wisconsin
$662K
TIA
1807
Traphagen Investment Advisors
New Jersey
$661K +$242 +2 +0%
LSAG
1808
Lake Street Advisors Group
New Hampshire
$660K +$48.9K +404 +8%
APW
1809
Acima Private Wealth
Virginia
$659K
BPCE
1810
Bank Pictet & Cie (Europe)
Germany
$657K -$149K -1,229 -19%
AFP
1811
Ausdal Financial Partners
Iowa
$653K -$2.78K -23 -0.4%
CWM
1812
Cordatus Wealth Management
Pennsylvania
$650K +$22.2K +184 +4%
JA
1813
JOYN Advisors
Georgia
$650K +$69.9K +578 +12%
PP
1814
PagnatoKarp Partners
Virginia
$648K +$34.9K +289 +6%
CAM
1815
Covenant Asset Management
New Jersey
$646K +$12.1K +100 +2%
BB
1816
Bell Bank
North Dakota
$645K -$3.14K -26 -0.5%
BDWM
1817
Brewin Dolphin Wealth Management
Ireland
$645K
PG
1818
Pendal Group
Australia
$644K +$660K +5,456 New
PI
1819
Parkside Investments
Illinois
$644K +$338K +2,795 +117%
BT
1820
Brandywine Trust
Delaware
$638K
HA
1821
Harfst & Associates
Wyoming
$633K +$52.5K +434 +9%
PA
1822
Probity Advisors
Texas
$631K -$17.8K -147 -3%
ACP
1823
Aveo Capital Partners
Colorado
$631K -$2.78K -23 -0.5%
LBD
1824
Landsberg Bennett & Dubbaneh
Florida
$631K +$10.4K +86 +2%
TC
1825
Trust Company
Kansas
$630K -$61.7K -510 -9%

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.