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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
HA
1901
Harbor Advisors
Florida
$539K
Aristotle Capital Management
1902
Aristotle Capital Management
California
$538K +$946 +8 +0.2%
PCMC
1903
Private Capital Management (Colorado)
Colorado
$537K +$77.4K +654 +18%
CMTU
1904
Capital Markets Trading (UK)
United Kingdom
$536K +$515K +4,353 New
OFW
1905
Omnia Family Wealth
Florida
$535K +$13.5K +114 +3%
CAM
1906
Cubic Asset Management
Massachusetts
$534K -$39K -330 -7%
RPA
1907
Rock Point Advisors
Vermont
$533K -$38.7K -327 -7%
BCA
1908
Bray Capital Advisors
Florida
$531K +$5.44K +46 +1%
VCM
1909
Vision Capital Management
Oregon
$530K
MWM
1910
Merriman Wealth Management
Washington
$529K -$23.1K -195 -4%
AAM
1911
American Asset Management
Florida
$528K -$11.8K -100 -2%
BRC
1912
Bell Rock Capital
Delaware
$528K -$10.9K -92 -2%
PP
1913
PDS Planning
Ohio
$527K -$7.22K -61 -1%
FM
1914
Family Management
New York
$527K +$41.1K +347 +9%
FPB
1915
First PREMIER Bank
South Dakota
$524K +$34.1K +288 +7%
BW
1916
Biegel & Waller
Maryland
$520K -$32.9K -278 -6%
NCM
1917
Nelson Capital Management
California
$519K -$6.4M -54,129 -93%
EF
1918
Empirical Finance
Pennsylvania
$518K +$122K +1,033 +33%
PAM
1919
Peak Asset Management
Colorado
$517K -$16.2K -137 -3%
MWM
1920
Modera Wealth Management
New Jersey
$515K -$317K -2,678 -39%
NFG
1921
Nations Financial Group
Iowa
$515K +$592 +5 +0.1%
TA
1922
Trellis Advisors
Washington
$515K +$4.38K +37 +0.9%
BONST
1923
Bank of Nova Scotia Trust
Ontario, Canada
$514K -$5.44K -46 -1%
SC
1924
Saturna Capital
Washington
$513K -$3.31K -28 -0.7%
RI
1925
Rudd International
Florida
$512K -$15.4K -130 -3%

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.