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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
SSW
2051
Smith Shellnut Wilson
Mississippi
$369K -$7.86K -65 -2%
BEC
2052
Blue Edge Capital
Virginia
$368K
WANY
2053
Wealthspire Advisors (New York)
New York
$368K +$357K +2,955 New
ECM
2054
Elgethun Capital Management
South Dakota
$366K +$242 +2 +0.1%
SIMM
2055
Stillwater Investment Management (Minnesota)
Minnesota
$366K +$13.2K +109 +4%
EFS
2056
Econ Financial Services
Pennsylvania
$366K +$153K +1,262 +75%
EIA
2057
Eldridge Investment Advisors
New Hampshire
$365K -$14.5K -120 -4%
GEA
2058
Glen Eagle Advisors
New Jersey
$364K -$12.1K -100 -3%
DC
2059
DeDora Capital
California
$363K +$2.78K +23 +0.8%
JCM
2060
Jag Capital Management
Missouri
$362K +$43.3K +358 +14%
EWM
2061
Elite Wealth Management
Washington
$361K -$24.2K -200 -6%
HIIFS
2062
Harel Insurance Investments & Financial Services
Israel
$361K +$314K +2,600 +867%
LFA
2063
Landmark Financial Advisors
Kentucky
$360K
SGK
2064
Steigerwald Gordon & Koch
Virginia
$359K -$88.3K -730 -20%
PHAM
2065
Palisades Hudson Asset Management
Florida
$359K
KIA
2066
Kopp Investment Advisors
Minnesota
$357K -$209K -1,725 -38%
AIM
2067
Arcadia Investment Management
Michigan
$356K
EPA
2068
Element Pointe Advisors
Florida
$356K +$23K +190 +7%
SFG
2069
Sather Financial Group
Texas
$354K
NWM
2070
Northwest Wealth Management
Iowa
$354K +$363 +3 +0.1%
EIG
2071
Ellenbecker Investment Group
Wisconsin
$354K +$27.7K +229 +9%
BJ
2072
Brouwer & Janachowski
California
$353K
CWM
2073
Centric Wealth Management
Illinois
$352K +$30.7K +254 +10%
SNB
2074
Security National Bank
Nebraska
$351K
MPPLM
2075
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$351K +$7.01K +58 +2%

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.