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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
SFG
1951
SNS Financial Group
Minnesota
$478K -$140K -1,181 -23%
NPF
1952
Norris Perne & French
Michigan
$478K -$68.9K -582 -13%
EBSAM
1953
Eubel Brady & Suttman Asset Management
Ohio
$477K -$45.4K -384 -9%
ORI
1954
Oak Ridge Investments
Illinois
$477K
TW
1955
TrinityPoint Wealth
Connecticut
$476K +$24.8K +210 +6%
RTC
1956
Riverview Trust Company
Washington
$475K +$14.8K +125 +3%
LA
1957
LVW Advisors
New York
$474K +$111K +936 +32%
LPIC
1958
LeJeune Puetz Investment Counsel
Michigan
$473K
ARG
1959
Advisory Resource Group
Oklahoma
$472K +$76.3K +645 +20%
CF
1960
Copperwynd Financial
Arizona
$471K +$29.8K +252 +7%
CAGAS
1961
Capital Advisory Group Advisory Services
Minnesota
$470K +$101K +852 +28%
AIM
1962
Advantage Investment Management
Iowa
$468K -$79.4K -671 -15%
WMC
1963
Westwood Management Corporation
Illinois
$468K
SPL
1964
Smart Portfolios LLC
Washington
$465K +$376K +3,179 +530%
CCM
1965
Carlson Capital Management
Minnesota
$462K +$36K +304 +9%
RPAM
1966
Rhenman & Partners Asset Management
Sweden
$460K
LC
1967
Landaas & Company
Wisconsin
$459K +$72.9K +616 +20%
PCM
1968
Princeton Capital Management
New Jersey
$459K +$242K +2,049 +122%
OCM
1969
Osterweis Capital Management
California
$456K -$12.4K -105 -3%
OCM
1970
Orser Capital Management
Texas
$456K +$37.5K +317 +9%
FIA
1971
Foundations Investment Advisors
Arizona
$454K +$118 +1 +0%
PAM
1972
PVG Asset Management
Colorado
$454K +$592 +5 +0.1%
LIM
1973
Loudon Investment Management
New Hampshire
$451K
WKWM
1974
Walter & Keenan Wealth Management
Indiana
$450K -$55.7K -471 -11%
PSG
1975
Planning Solutions Group
Maryland
$448K -$167K -1,408 -28%

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.