We are live on ! Find out more
CVX icon

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
PAS
1926
Professional Advisory Services
Florida
$498K
NPF
1927
Norris Perne & French
Michigan
$498K +$13.9K +115 +3%
CCG
1928
Ceeto Capital Group
Florida
$498K +$484K +4,000 New
NIM
1929
Needham Investment Management
New York
$498K +$484K +4,000 New
NJBEST
1930
New Jersey Better Educational Savings Trust
New Jersey
$498K +$484K +4,000 New
CCM
1931
Compass Capital Management
Minnesota
$495K
LPIC
1932
LeJeune Puetz Investment Counsel
Michigan
$493K +$15.4K +127 +3%
CF
1933
Copperwynd Financial
Arizona
$493K +$16.3K +135 +4%
CCB
1934
Cutter & Co Brokerage
Missouri
$491K +$69.4K +574 +17%
PCMC
1935
Private Capital Management (Colorado)
Colorado
$488K -$53.8K -445 -10%
ARG
1936
Advisory Resource Group
Oklahoma
$488K +$242 +2 +0.1%
MYIA
1937
Mount Yale Investment Advisors
Colorado
$487K -$53.1K -439 -10%
TL
1938
TrueWealth LLC
Georgia
$487K -$20.2K -167 -4%
DIM
1939
DC Investments Management
Virginia
$487K +$226K +1,866 +91%
CG
1940
Corundum Group
Colorado
$486K +$148K +1,222 +46%
LIA
1941
LBMC Investment Advisors
Tennessee
$485K +$52.8K +437 +13%
NCM
1942
Nelson Capital Management
California
$483K -$39.7K -328 -8%
ZF
1943
Zhang Financial
Michigan
$481K -$94.3K -780 -17%
RTC
1944
Riverview Trust Company
Washington
$480K
WIC
1945
Wilkins Investment Counsel
Massachusetts
$478K -$15.1K -125 -3%
CGA
1946
Crescent Grove Advisors
Illinois
$478K +$108K +895 +30%
WMA
1947
Wealth Management Associates
New Jersey
$478K +$36.3K +300 +8%
FIM
1948
Freedom Investment Management
Connecticut
$477K -$112K -924 -19%
NC
1949
Noked Capital
Israel
$473K -$508K -4,200 -53%
NI
1950
Noked Israel
Israel
$473K -$508K -4,200 -53%

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.