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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
SWMG
1826
Strategic Wealth Management Group
Maryland
$660K +$55.8K +472 +10%
SFA
1827
Semmax Financial Advisors
North Carolina
$659K +$211K +1,786 +50%
CNAM
1828
Campbell Newman Asset Management
Wisconsin
$655K
IWP
1829
Icon Wealth Partners
Texas
$654K -$16.9K -143 -3%
JMH
1830
J.M. Hartwell
New York
$654K +$4.73K +40 +0.8%
LP
1831
LMR Partners
United Kingdom
$654K +$628K +5,307 New
TIA
1832
Traphagen Investment Advisors
New Jersey
$654K +$628K +5,309 New
APW
1833
Acima Private Wealth
Virginia
$652K
SIA
1834
Strategic Investment Advisors
Michigan
$652K +$54.2K +458 +9%
BCA
1835
Bay Colony Advisors
Massachusetts
$650K +$19K +161 +3%
AFP
1836
Ausdal Financial Partners
Iowa
$650K +$79.4K +671 +15%
RIA
1837
Realta Investment Advisors
Delaware
$648K +$622K +5,261 New
NCM
1838
Northwest Capital Management
Oregon
$646K -$1.42K -12 -0.2%
PIA
1839
Pinion Investment Advisors
Kansas
$646K +$33.8K +286 +6%
MCWS
1840
McKinley Carter Wealth Services
West Virginia
$643K -$59.2K -500 -9%
PA
1841
Probity Advisors
Texas
$643K -$25K -211 -4%
BB
1842
Bell Bank
North Dakota
$641K -$31.9K -270 -5%
NP
1843
Ninepoint Partners
Ontario, Canada
$639K +$614K +5,187 New
BDWM
1844
Brewin Dolphin Wealth Management
Ireland
$638K
BT
1845
Brandywine Trust
Delaware
$632K
CAM
1846
Covenant Asset Management
New Jersey
$627K +$29.2K +247 +5%
YWP
1847
YorkBridge Wealth Partners
New York
$625K -$27.6K -233 -4%
WAG
1848
Winthrop Advisory Group
Massachusetts
$625K +$23.7K +200 +4%
TFF
1849
The Family Firm
Maryland
$621K -$14.6K -123 -2%
CWM
1850
Cordatus Wealth Management
Pennsylvania
$621K +$82K +693 +16%

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.