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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
FIM
1876
Freedom Investment Management
Connecticut
$586K +$17.7K +150 +3%
PR
1877
Payden & Rygel
California
$585K -$473K -4,000 -46%
RMSCM
1878
R.M. Sincerbeaux Capital Management
New York
$585K
TF
1879
TLWM Financial
Texas
$579K -$27K -228 -5%
QPWM
1880
Quadrant Private Wealth Management
Pennsylvania
$577K -$8.76K -74 -2%
IA
1881
Independence Advisors
Pennsylvania
$576K +$34.2K +289 +7%
AIM
1882
Assured Investment Management
New York
$574K -$3.64M -30,756 -87%
HA
1883
Harfst & Associates
Wyoming
$574K +$76.2K +644 +16%
ZF
1884
Zhang Financial
Michigan
$572K -$158K -1,333 -22%
PWP
1885
Principle Wealth Partners
Connecticut
$571K +$190K +1,610 +53%
GFP
1886
Gryphon Financial Partners
Ohio
$570K +$187K +1,580 +52%
KIA
1887
Kopp Investment Advisors
Minnesota
$566K +$37.5K +317 +7%
FSWA
1888
Financial Synergies Wealth Advisors
Texas
$565K +$543K +4,586 New
AI
1889
Accredited Investors
Minnesota
$564K -$29.9K -253 -5%
SAM
1890
Summit Asset Management
Tennessee
$562K -$24.1K -204 -4%
BWP
1891
BSW Wealth Partners
Colorado
$560K
Wolverine Trading
1892
Wolverine Trading
Illinois
$560K +$538K +4,544 New
MYIA
1893
Mount Yale Investment Advisors
Colorado
$557K -$51.9K -439 -9%
OPA
1894
Old Port Advisors
Maine
$557K +$4.73K +40 +0.9%
SFI
1895
SPC Financial Inc
Maryland
$552K +$17.9K +151 +3%
CCG
1896
Chatham Capital Group
Georgia
$551K -$56.9K -481 -10%
EWA
1897
Exencial Wealth Advisors
Oklahoma
$551K +$23.9K +202 +5%
BIM
1898
Baldwin Investment Management
Pennsylvania
$550K +$5.92K +50 +1%
RAM
1899
Roanoke Asset Management
New Jersey
$546K
SLA
1900
Silver Lake Advisory
Utah
$541K -$58.4K -494 -10%

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.