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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
CCM
2026
Cribstone Capital Management
Maine
$391K -$11.2K -95 -3%
HFA
2027
High Falls Advisors
New York
$390K +$710 +6 +0.2%
PWM
2028
Paulson Wealth Management
Illinois
$390K +$10.5K +89 +3%
WCM
2029
Weatherstone Capital Management
Colorado
$389K -$841K -7,110 -69%
PFM
2030
Probabilities Fund Management
New York
$389K -$189K -1,595 -34%
CWM
2031
Campbell Wealth Management
Virginia
$389K +$10.1K +85 +3%
SBWIC
2032
Schaper Benz & Wise Investment Counsel
Wisconsin
$388K
GCA
2033
Gradient Capital Advisors
California
$388K +$1.3K +11 +0.4%
ZAM
2034
Zevin Asset Management
Massachusetts
$387K
WFM
2035
Wolff Financial Management
Michigan
$387K +$237 +2 +0.1%
BBA
2036
Braun-Bostich & Associates
Pennsylvania
$386K -$170K -1,439 -31%
MAP
2037
Milestone Advisory Partners
North Carolina
$386K +$142K +1,200 +62%
CCM
2038
Check Capital Management
California
$385K
PGA
2039
Portland Global Advisors
Maine
$385K +$19.3K +163 +6%
VCM
2040
Vivaldi Capital Management
Illinois
$384K -$74.8K -632 -17%
GC
2041
Garde Capital
Washington
$383K -$1.05M -8,917 -74%
SMFS
2042
Squar Milner Financial Services
California
$383K +$5.21K +44 +1%
EWM
2043
Elite Wealth Management
Washington
$382K -$20.2K -171 -5%
WCWM
2044
Willow Creek Wealth Management
California
$382K +$10.8K +91 +3%
HI
2045
HBK Investments
Texas
$381K +$366K +3,096 New
CA
2046
Cornerstone Advisory
Maryland
$380K +$24.4K +206 +7%
KF
2047
Krilogy Financial
Missouri
$378K -$115K -969 -24%
AIC
2048
Argus Investors Counsel
New York
$378K -$5.09K -43 -1%
EDRIA
2049
Edmonds Duncan Registered Investment Advisors
Kansas
$378K
EIA
2050
Eldridge Investment Advisors
New Hampshire
$377K +$59.2K +500 +20%

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.