We are live on ! Find out more
CVX icon

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
FDS
2051
First Dallas Securities
Texas
$375K -$6.03K -51 -2%
CYG
2052
Clean Yield Group
Vermont
$375K
SSW
2053
Smith Shellnut Wilson
Mississippi
$373K +$43.3K +366 +14%
GEA
2054
Glen Eagle Advisors
New Jersey
$372K +$13K +110 +4%
CHA
2055
Carmichael Hill & Associates
Maryland
$372K +$26.3K +222 +8%
NBG
2056
Nancy B. Gardiner
$372K +$49.1K +415 +16%
ECM
2057
ExodusPoint Capital Management
New York
$371K +$356K +3,010 New
SI
2058
SCP Investment
California
$370K +$355K +3,000 New
CWM
2059
Cahaba Wealth Management
Georgia
$369K -$10.5K -89 -3%
DOA
2060
D'Orazio & Associates
Virginia
$369K +$2.37K +20 +0.7%
TF
2061
Trek Financial
Arizona
$368K +$53.1K +449 +18%
PCMC
2062
Paragon Capital Management (Colorado)
Colorado
$366K +$1.06K +9 +0.3%
BEC
2063
Blue Edge Capital
Virginia
$364K
SCM
2064
Southport Capital Management
Tennessee
$364K +$25.3K +214 +8%
CGA
2065
Crescent Grove Advisors
Illinois
$363K +$103K +871 +42%
ECM
2066
Elgethun Capital Management
South Dakota
$362K -$31.4K -265 -8%
MFW
2067
Meristem Family Wealth
Minnesota
$360K -$11.5K -97 -3%
ACM
2068
Ashford Capital Management
Delaware
$357K
DC
2069
DeDora Capital
California
$357K +$15.9K +134 +5%
LFA
2070
Landmark Financial Advisors
Kentucky
$356K
VNA
2071
Valley National Advisers
Pennsylvania
$356K +$27.8K +235 +9%
PHAM
2072
Palisades Hudson Asset Management
Florida
$355K -$81.6K -690 -19%
GWS
2073
Glassman Wealth Services
Virginia
$355K +$26.4K +223 +8%
LC
2074
Lindbrook Capital
California
$354K
SCA
2075
Stillwater Capital Advisors
Pennsylvania
$354K +$12.9K +109 +4%

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.