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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
WMC
1951
Westwood Management Corporation
Illinois
$473K
PIA
1952
Pinion Investment Advisors
Kansas
$472K -$176K -1,454 -28%
SFG
1953
SNS Financial Group
Minnesota
$471K -$11.6K -96 -2%
TC
1954
Truvestments Capital
Florida
$470K +$148K +1,228 +48%
SRC
1955
Sage Rhino Capital
California
$468K +$19.6K +162 +5%
ACP
1956
Aviance Capital Partners
Florida
$467K +$114K +944 +34%
MFW
1957
Meristem Family Wealth
Minnesota
$466K +$99K +819 +28%
VNA
1958
Valley National Advisers
Pennsylvania
$466K +$104K +858 +30%
NP
1959
Ninepoint Partners
Ontario, Canada
$465K -$175K -1,447 -28%
TW
1960
TrinityPoint Wealth
Connecticut
$465K -$23K -190 -5%
SP
1961
Successful Portfolios
Florida
$464K -$19.3K -160 -4%
LC
1962
Landaas & Company
Wisconsin
$464K
SG
1963
StoneX Group
New York
$464K +$16.6K +137 +4%
HWMG
1964
Hurlow Wealth Management Group
Indiana
$464K +$118K +975 +35%
OCM
1965
Orser Capital Management
Texas
$461K -$38.3K -317 -9%
NG
1966
Northstar Group
New York
$461K -$30K -248 -6%
OCM
1967
Osterweis Capital Management
California
$461K
FHC
1968
First Heartland Consultants
Missouri
$460K +$21.8K +180 +5%
JMH
1969
J.M. Hartwell
New York
$459K -$196K -1,625 -31%
VIM
1970
Vista Investment Management
Pennsylvania
$457K +$5.8K +48 +1%
KF
1971
Krilogy Financial
Missouri
$457K +$72.9K +603 +20%
LIM
1972
Loudon Investment Management
New Hampshire
$456K
PCM
1973
Pointe Capital Management
Michigan
$455K -$51.8K -428 -10%
WKWM
1974
Walter & Keenan Wealth Management
Indiana
$454K
OFS
1975
OneAscent Financial Services
Alabama
$454K +$441K +3,648 New

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.