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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
PCM
1826
Prelude Capital Management
New York
$630K +$433K +3,582 +242%
TFF
1827
The Family Firm
Maryland
$629K +$1.33K +11 +0.2%
EWM
1828
Evermay Wealth Management
Virginia
$629K +$31.9K +264 +6%
CWM
1829
Cabot Wealth Management
Massachusetts
$627K +$605 +5 +0.1%
MWM
1830
Modera Wealth Management
New Jersey
$626K +$103K +855 +20%
TA
1831
TCG Advisors
Texas
$625K -$34.5K -285 -5%
BONST
1832
Bank of Nova Scotia Trust
Ontario, Canada
$625K +$102K +847 +20%
CG
1833
Cutler Group
California
$624K +$607K +5,022 New
BCM
1834
Blume Capital Management
California
$623K
UFG
1835
United Fire Group
Iowa
$622K
IA
1836
Independence Advisors
Pennsylvania
$620K +$37.5K +310 +7%
FM
1837
Family Management
New York
$620K +$85.1K +704 +16%
FSC
1838
Full Sail Capital
Oklahoma
$620K +$141K +1,167 +30%
FA
1839
Financial Advisors
Massachusetts
$618K +$6.77K +56 +1%
GA
1840
GFS Advisors
Texas
$618K +$14.5K +120 +2%
WAG
1841
Winthrop Advisory Group
Massachusetts
$612K -$15K -124 -2%
PWP
1842
Principle Wealth Partners
Connecticut
$612K +$34.5K +285 +6%
GFP
1843
Gryphon Financial Partners
Ohio
$612K +$35.7K +295 +6%
OMC
1844
Overbrook Management Corp
New York
$611K +$2.06K +17 +0.3%
FNBOSM
1845
First National Bank of South Miami
Florida
$606K -$8.71K -72 -1%
DMC
1846
Drexel Morgan & Co
Pennsylvania
$605K
BAM
1847
Bruderman Asset Management
New York
$601K -$165K -1,361 -22%
RGC
1848
Roberts, Glore & Co
Illinois
$600K -$12.1K -100 -2%
LI
1849
Lafayette Investments
Maryland
$596K
OSAM
1850
O'Shaughnessy Asset Management
Connecticut
$596K +$363 +3 +0.1%

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.