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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
EWA
1876
Exencial Wealth Advisors
Oklahoma
$557K
RAM
1877
Roanoke Asset Management
New Jersey
$557K +$6.05K +50 +1%
PP
1878
PDS Planning
Ohio
$556K +$23.3K +193 +5%
CHP
1879
Cable Hill Partners
Oregon
$551K -$220K -1,818 -29%
SLA
1880
Silver Lake Advisory
Utah
$551K +$4.47K +37 +0.8%
FIA
1881
Foundations Investment Advisors
Arizona
$551K +$94K +777 +21%
EBSAM
1882
Eubel Brady & Suttman Asset Management
Ohio
$550K +$66.3K +548 +14%
CMO
1883
Covenant Multifamily Offices
Texas
$550K +$534K +4,416 New
AFS
1884
Access Financial Services
Minnesota
$549K +$132K +1,094 +33%
LC
1885
Lindbrook Capital
California
$547K +$185K +1,526 +53%
Aristotle Capital Management
1886
Aristotle Capital Management
California
$545K +$1.33K +11 +0.3%
HA
1887
Harbor Advisors
Florida
$544K
BIM
1888
Baldwin Investment Management
Pennsylvania
$543K -$12.1K -100 -2%
RI
1889
Rudd International
Florida
$543K +$24.8K +205 +5%
OFW
1890
Omnia Family Wealth
Florida
$542K +$1.69K +14 +0.3%
RPA
1891
Rock Point Advisors
Vermont
$539K
KC
1892
Knuff & Co
California
$538K +$27.2K +225 +5%
GCM
1893
Gladius Capital Management
Illinois
$537K -$2.91M -24,076 -85%
CG
1894
Cynosure Group
Utah
$537K +$521K +4,312 New
VCM
1895
Vision Capital Management
Oregon
$536K
BCA
1896
Bray Capital Advisors
Florida
$536K +$121 +1 +0%
CCFM
1897
Clear Creek Financial Management
Washington
$533K +$518K +4,284 New
TH
1898
Timber Hill
Connecticut
$533K +$518K +4,284 New
TCB
1899
Texas Capital Bancshares
Texas
$530K +$31.2K +258 +6%
TF
1900
Trek Financial
Arizona
$529K +$153K +1,264 +42%

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.