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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
GIA
2001
Gladstone Institutional Advisory
Florida
$417K -$3.55K -30 -0.9%
JHCP
2002
Jackson Hole Capital Partners
Oklahoma
$417K
ACM
2003
Armbruster Capital Management
New York
$416K +$36.4K +308 +10%
AC
2004
Addison Capital
Pennsylvania
$415K -$11.8K -100 -3%
CCB
2005
Cutter & Co Brokerage
Missouri
$415K +$33.5K +283 +9%
CP
2006
Camelot Portfolios
Ohio
$415K +$129K +1,089 +48%
GA
2007
Gateway Advisory
New Jersey
$413K -$118 -1 -0%
PFA
2008
Pettinga Financial Advisors
Indiana
$412K -$14.2K -120 -3%
FNC
2009
First National Corp
Massachusetts
$412K
GWM
2010
GSB Wealth Management
Connecticut
$411K
LIM
2011
Lathrop Investment Management
Arkansas
$410K
SAM
2012
Security Asset Management
New York
$410K
AFS
2013
Access Financial Services
Minnesota
$409K
JF
2014
JSF Financial
California
$407K +$8.99K +76 +2%
EMG
2015
Ellington Management Group
Connecticut
$406K +$390K +3,300 New
WCG
2016
Weaver Consulting Group
California
$405K +$392K +3,314 New
SNBOSCI
2017
Security National Bank of Sioux City Iowa
Iowa
$404K -$10.6K -90 -3%
HJGA
2018
Hardman Johnston Global Advisors
Connecticut
$403K -$3.55K -30 -0.9%
CCA
2019
Conestoga Capital Advisors
Pennsylvania
$403K
BIM
2020
Barton Investment Management
Pennsylvania
$402K
NF
2021
Nikulski Financial
Iowa
$400K -$32.5K -275 -8%
HCA
2022
Horan Capital Advisors
Ohio
$400K -$11.8K -100 -3%
RBFC
2023
Roman Butler Fullerton & Co
Missouri
$398K +$30.6K +259 +9%
CCP
2024
Cardan Capital Partners
Colorado
$397K +$2.37K +20 +0.6%
SCM
2025
Silvant Capital Management
Georgia
$393K

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.