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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
VIM
1976
Vista Investment Management
Pennsylvania
$447K +$88K +744 +26%
SGK
1977
Steigerwald Gordon & Koch
Virginia
$445K +$5.68K +48 +1%
SCA
1978
Sage Capital Advisors
South Dakota
$444K +$427K +3,606 New
ERIM
1979
Eagle Ridge Investment Management
Connecticut
$443K -$56.2K -475 -12%
SRC
1980
Sage Rhino Capital
California
$443K +$425K +3,596 New
SG
1981
StoneX Group
New York
$442K +$120K +1,016 +39%
NCM
1982
Noesis Capital Mangement
Florida
$440K -$4.5K -38 -1%
LA
1983
LexAurum Advisors
Kansas
$437K -$11.4K -96 -3%
WMA
1984
Wealth Management Associates
New Jersey
$436K -$1.66K -14 -0.4%
SIA
1985
Starfire Investment Advisers
Michigan
$434K
FHC
1986
First Heartland Consultants
Missouri
$433K +$62.1K +525 +18%
SIM
1987
SSI Investment Management
California
$431K -$1.3K -11 -0.3%
TIM
1988
Tortoise Investment Management
New York
$431K
MSA
1989
Marino Stram & Associates
Massachusetts
$430K -$10.9K -92 -3%
BHWM
1990
Bay Harbor Wealth Management
Maryland
$430K +$473 +4 +0.1%
IGGA
1991
Iron Gate Global Advisors
Utah
$428K +$15K +127 +4%
JLBC
1992
J.L. Bainbridge & Co
Florida
$426K -$216K -1,823 -34%
PAA
1993
Peregrine Asset Advisers
Oregon
$426K
RBC
1994
Roble Belko & Company
Pennsylvania
$426K
LIA
1995
LBMC Investment Advisors
Tennessee
$426K +$16.6K +140 +4%
MCM
1996
McRae Capital Management
New Jersey
$424K -$63.3K -535 -13%
CBTWT
1997
Community Bank & Trust (Waco, Texas)
Texas
$424K +$11.4K +96 +0.3%
TF
1998
TimeScale Financial
Massachusetts
$421K -$79.7K -674 -16%
SIAP
1999
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$418K +$237 +2 +0.1%
KA
2000
KLCM Advisors
Wisconsin
$418K +$85.9K +726 +27%

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.