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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
MIFH
1901
Migdal Insurance & Financial Holdings
Israel
$529K +$285K +2,356 +124%
HHAM
1902
HITE Hedge Asset Management
Massachusetts
$528K -$346K -2,865 -40%
HIS
1903
Harvest Investment Services
Illinois
$528K +$247K +2,043 +93%
O
1904
Ossiam
France
$526K -$39.8M -329,325 -99%
FPB
1905
First PREMIER Bank
South Dakota
$524K -$5.8K -48 -1%
SCP
1906
Shorepoint Capital Partners
Massachusetts
$523K -$74.4K -615 -13%
DI
1907
DFPG Investments
Utah
$521K -$159K -1,314 -24%
CAM
1908
Cubic Asset Management
Massachusetts
$519K -$19.3K -160 -4%
TA
1909
Trellis Advisors
Washington
$518K -$2.18K -18 -0.4%
SCG
1910
Sonata Capital Group
Washington
$517K -$163K -1,350 -25%
SC
1911
Saturna Capital
Washington
$513K -$4.84K -40 -1%
VA
1912
Valmark Advisers
Ohio
$513K +$7.74K +64 +2%
EF
1913
Empirical Finance
Pennsylvania
$512K -$10.4K -86 -2%
SM
1914
Sciencast Management
New Jersey
$511K -$1.29M -10,709 -72%
PP
1915
Paloma Partners
Connecticut
$506K -$3.31M -27,364 -87%
BW
1916
Biegel & Waller
Maryland
$506K -$18.1K -150 -4%
PAM
1917
Peak Asset Management
Colorado
$506K -$15.7K -130 -3%
RFN
1918
RDA Financial Network
Iowa
$504K -$16.6K -137 -3%
JHCP
1919
Jackson Hole Capital Partners
Oklahoma
$503K +$79.4K +657 +19%
AIM
1920
Advantage Investment Management
Iowa
$502K +$27.9K +231 +6%
SC
1921
SRB Corp
Massachusetts
$501K -$251K -2,074 -34%
SIG
1922
Schaller Investment Group
North Carolina
$501K
MWPCG
1923
Measured Wealth Private Client Group
New Hampshire
$499K -$10.9K -90 -2%
LFA
1924
Legacy Financial Advisors
Kentucky
$499K +$14.8K +122 +3%
GC
1925
Gruss & Co
Florida
$498K

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.