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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
PSG
1976
Planning Solutions Group
Maryland
$451K -$2.06K -17 -0.5%
SCA
1977
Sage Capital Advisors
South Dakota
$450K
HHGA
1978
Halbert Hargrove Global Advisors
California
$448K +$435K +3,599 New
ERIM
1979
Eagle Ridge Investment Management
Connecticut
$447K +$121 +1 +0%
TIM
1980
Tortoise Investment Management
New York
$447K +$11.5K +95 +3%
LA
1981
LexAurum Advisors
Kansas
$441K -$121 -1 -0%
CAGAS
1982
Capital Advisory Group Advisory Services
Minnesota
$439K -$33.7K -279 -7%
SIA
1983
Starfire Investment Advisers
Michigan
$438K
NBG
1984
Nancy B. Gardiner
$438K +$61.7K +510 +17%
PO
1985
Private Ocean
California
$435K +$82.6K +683 +24%
NCM
1986
Noesis Capital Mangement
Florida
$432K -$12.1K -100 -3%
BBA
1987
Braun-Bostich & Associates
Pennsylvania
$432K +$40.5K +335 +11%
SIM
1988
SSI Investment Management
California
$431K -$2.66K -22 -0.6%
TF
1989
TimeScale Financial
Massachusetts
$431K +$5.56K +46 +1%
RBC
1990
Roble Belko & Company
Pennsylvania
$430K
JF
1991
JSF Financial
California
$430K +$18.4K +152 +5%
PAA
1992
Peregrine Asset Advisers
Oregon
$429K -$1.57K -13 -0.4%
CCM
1993
Carlson Capital Management
Minnesota
$428K -$38.1K -315 -8%
MSA
1994
Marino Stram & Associates
Massachusetts
$425K -$9.19K -76 -2%
PFA
1995
Pettinga Financial Advisors
Indiana
$423K +$6.17K +51 +2%
PGA
1996
Portland Global Advisors
Maine
$419K +$29.5K +244 +8%
MCM
1997
McRae Capital Management
New Jersey
$417K -$10.6K -88 -3%
NCM
1998
Northwest Capital Management
Oregon
$416K -$230K -1,899 -36%
GWM
1999
GSB Wealth Management
Connecticut
$415K
LIM
2000
Lathrop Investment Management
Arkansas
$415K

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.