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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
GA
2001
Gateway Advisory
New Jersey
$414K -$2.9K -24 -0.7%
WCM
2002
Wisconsin Capital Management
Wisconsin
$413K +$71.3K +590 +22%
SSA
2003
Schonfeld Strategic Advisors
New York
$412K -$5.17M -42,790 -93%
WCG
2004
Weaver Consulting Group
California
$412K
WFM
2005
Wolff Financial Management
Michigan
$410K +$17.7K +146 +5%
TFS
2006
TrustCore Financial Services
Tennessee
$409K +$69.6K +576 +21%
HC
2007
Hamilton Capital
Ohio
$409K +$397K +3,284 New
ACA
2008
Anchor Capital Advisors
Massachusetts
$408K -$23.1K -191 -6%
SNBOSCI
2009
Security National Bank of Sioux City Iowa
Iowa
$408K
NFG
2010
Nations Financial Group
Iowa
$407K -$111K -916 -22%
BHWM
2011
Bay Harbor Wealth Management
Maryland
$407K -$26.5K -219 -6%
ACM
2012
Armbruster Capital Management
New York
$407K -$12.1K -100 -3%
HJGA
2013
Hardman Johnston Global Advisors
Connecticut
$407K
PWM
2014
Paulson Wealth Management
Illinois
$406K +$7.86K +65 +2%
KA
2015
KLCM Advisors
Wisconsin
$405K -$16.6K -137 -4%
NF
2016
Nikulski Financial
Iowa
$405K +$2.42K +20 +0.6%
RBFC
2017
Roman Butler Fullerton & Co
Missouri
$405K +$3.02K +25 +0.8%
FNC
2018
First National Corp
Massachusetts
$404K -$12.1K -100 -3%
CA
2019
Cornerstone Advisory
Maryland
$402K +$18K +149 +5%
AGA
2020
Accuvest Global Advisors
Utah
$401K -$922K -7,623 -70%
BRC
2021
Bell Rock Capital
Delaware
$401K -$126K -1,038 -24%
HCA
2022
Horan Capital Advisors
Ohio
$401K -$3.02K -25 -0.8%
FDS
2023
First Dallas Securities
Texas
$399K +$19.3K +160 +5%
GWS
2024
Glassman Wealth Services
Virginia
$398K +$37.6K +311 +11%
SCM
2025
Silvant Capital Management
Georgia
$397K

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.