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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
KBG
1926
Kahn Brothers Group
New York
$511K
RIG
1927
Renaissance Investment Group
Massachusetts
$506K +$42.5K +359 +10%
RFN
1928
RDA Financial Network
Iowa
$506K +$498K +4,213 New
KC
1929
Knuff & Co
California
$505K -$124K -1,044 -20%
MWPCG
1930
Measured Wealth Private Client Group
New Hampshire
$505K +$166K +1,403 +52%
TL
1931
TrueWealth LLC
Georgia
$503K
PCM
1932
Pointe Capital Management
Michigan
$503K +$128K +1,078 +36%
VA
1933
Valmark Advisers
Ohio
$500K -$162K -1,370 -25%
CWM
1934
Circle Wealth Management
New Jersey
$500K
IUHSA
1935
Itau Unibanco Holding S.A.
Brazil
$500K
PGA
1936
Premia Global Advisors
Florida
$500K +$482K +4,070 New
Edgewood Management
1937
Edgewood Management
Connecticut
$496K
SIG
1938
Schaller Investment Group
North Carolina
$496K
TCB
1939
Texas Capital Bancshares
Texas
$493K -$1.06K -9 -0.2%
GC
1940
Gruss & Co
Florida
$493K
PAS
1941
Professional Advisory Services
Florida
$493K
QAM
1942
Quantres Asset Management
Cayman Islands
$493K +$473K +4,000 New
PFO
1943
Pathstone Family Office
New Jersey
$492K +$181K +1,531 +62%
CCM
1944
Compass Capital Management
Minnesota
$490K -$11.6K -98 -2%
WIC
1945
Wilkins Investment Counsel
Massachusetts
$488K
NG
1946
Northstar Group
New York
$487K -$4.5K -38 -1%
ATPW
1947
Ashton Thomas Private Wealth
Arizona
$485K +$466K +3,938 New
FSC
1948
Full Sail Capital
Oklahoma
$480K +$60.6K +512 +15%
SP
1949
Successful Portfolios
Florida
$479K -$1.42K -12 -0.3%
LFA
1950
Legacy Financial Advisors
Kentucky
$479K +$152K +1,287 +49%

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.