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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
RIG
1851
Renaissance Investment Group
Massachusetts
$594K +$80.8K +668 +16%
AFIA
1852
America First Investment Advisors
Nebraska
$592K -$32.8K -271 -5%
RMSCM
1853
R.M. Sincerbeaux Capital Management
New York
$591K
PR
1854
Payden & Rygel
California
$591K
OPTFSNA
1855
Old Point Trust & Financial Services N A
Virginia
$588K -$24.2K -200 -4%
ATPW
1856
Ashton Thomas Private Wealth
Arizona
$586K +$93.6K +774 +20%
NP
1857
NorthRock Partners
Minnesota
$585K -$438K -3,619 -43%
FSWA
1858
Financial Synergies Wealth Advisors
Texas
$585K +$13.5K +112 +2%
VCM
1859
Vigilant Capital Management
Maine
$584K -$12.6K -104 -2%
QPWM
1860
Quadrant Private Wealth Management
Pennsylvania
$584K +$605 +5 +0.1%
SMFS
1861
Squar Milner Financial Services
California
$580K +$187K +1,545 +50%
DIM
1862
Delta Investment Management
California
$580K +$564K +4,667 New
OPA
1863
Old Port Advisors
Maine
$579K +$20.4K +169 +4%
CWM
1864
Circle Wealth Management
New Jersey
$578K +$70.9K +586 +14%
PFO
1865
Pathstone Family Office
New Jersey
$576K +$75.3K +623 +16%
ONST
1866
Old North State Trust
North Carolina
$570K -$407K -3,363 -42%
KBG
1867
Kahn Brothers Group
New York
$569K +$51.8K +428 +10%
AI
1868
Accredited Investors
Minnesota
$569K -$846 -7 -0.2%
SAM
1869
Summit Asset Management
Tennessee
$568K +$363 +3 +0.1%
TF
1870
TLWM Financial
Texas
$563K -$19.1K -158 -3%
BWP
1871
BSW Wealth Partners
Colorado
$561K -$4.11K -34 -0.7%
SFI
1872
SPC Financial Inc
Maryland
$560K +$2.06K +17 +0.4%
Financial Engines Advisors
1873
Financial Engines Advisors
California
$559K -$224K -1,856 -29%
GIA
1874
Gladstone Institutional Advisory
Florida
$559K +$133K +1,104 +33%
CCG
1875
Chatham Capital Group
Georgia
$557K

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.