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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
CWM
1851
Cabot Wealth Management
Massachusetts
$620K +$592 +5 +0.1%
AFIA
1852
America First Investment Advisors
Nebraska
$619K
ACP
1853
Aveo Capital Partners
Colorado
$617K -$25.2K -213 -4%
BCM
1854
Blume Capital Management
California
$617K
HSA
1855
Hussman Strategic Advisors
Maryland
$616K -$2.37M -20,000 -80%
UFG
1856
United Fire Group
Iowa
$616K
LBD
1857
Landsberg Bennett & Dubbaneh
Florida
$615K +$26.6K +225 +5%
FNBOSM
1858
First National Bank of South Miami
Florida
$615K +$34.1K +288 +6%
OPTFSNA
1859
Old Point Trust & Financial Services N A
Virginia
$607K -$5.92K -50 -1%
RGC
1860
Roberts, Glore & Co
Illinois
$607K -$3.55K -30 -0.6%
PP
1861
PagnatoKarp Partners
Virginia
$606K -$1.06K -9 -0.2%
FA
1862
Financial Advisors
Massachusetts
$605K +$473 +4 +0.1%
LSAG
1863
Lake Street Advisors Group
New Hampshire
$604K +$38.7K +327 +7%
JA
1864
JOYN Advisors
Georgia
$603K -$41.4K -350 -7%
OMC
1865
Overbrook Management Corp
New York
$602K -$82.6K -698 -12%
DMC
1866
Drexel Morgan & Co
Pennsylvania
$598K
GA
1867
GFS Advisors
Texas
$597K -$524K -4,429 -48%
AQA
1868
Alpha Quant Advisors
Texas
$597K +$25.4K +215 +5%
SCP
1869
Shorepoint Capital Partners
Massachusetts
$593K +$570K +4,814 New
VCM
1870
Vigilant Capital Management
Maine
$591K -$68.3K -577 -11%
JHP
1871
James Hambro & Partners
United Kingdom
$591K
AC
1872
Alexandria Capital
Virginia
$590K -$17.3K -146 -3%
EWM
1873
Evermay Wealth Management
Virginia
$590K -$11.7K -99 -2%
LI
1874
Lafayette Investments
Maryland
$590K +$2.6K +22 +0.5%
OSAM
1875
O'Shaughnessy Asset Management
Connecticut
$588K +$568K +4,803 New

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.