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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
AIM
2076
Arcadia Investment Management
Michigan
$353K
SFG
2077
Sather Financial Group
Texas
$351K -$88.6K -749 -21%
NWM
2078
Northwest Wealth Management
Iowa
$350K -$828 -7 -0.2%
BJ
2079
Brouwer & Janachowski
California
$350K +$39.9K +337 +13%
SIMM
2080
Stillwater Investment Management (Minnesota)
Minnesota
$349K +$3.19K +27 +1%
AWM
2081
Aevitas Wealth Management
Massachusetts
$349K +$14K +118 +4%
FFC
2082
First Financial Corp
Indiana
$348K -$3.55K -30 -1%
FAG
2083
Financial Advisory Group
Texas
$348K +$828 +7 +0.2%
SNB
2084
Security National Bank
Nebraska
$347K +$87K +735 +35%
PO
2085
Private Ocean
California
$347K +$125K +1,053 +60%
ACP
2086
Aviance Capital Partners
Florida
$346K -$28.4K -240 -8%
WCWM
2087
Wooster Corthell Wealth Management
Connecticut
$345K -$21.2K -179 -6%
LIA
2088
LSP Investment Advisors
New York
$342K
NPPM
2089
North Point Portfolio Managers
Ohio
$342K
SCM
2090
Smith Capital Management
Arkansas
$342K +$44.2K +374 +16%
AAS
2091
Annex Advisory Services
Wisconsin
$342K +$75.5K +638 +30%
MPPLM
2092
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$340K +$19K +161 +6%
MA
2093
MANA Advisors
New York
$340K +$327K +2,760 New
AFC
2094
AFT Forsyth & Company
Florida
$339K
BWM
2095
Baystate Wealth Management
Massachusetts
$338K -$2.6K -22 -0.8%
WCM
2096
Wisconsin Capital Management
Wisconsin
$336K
MA
2097
MCF Advisors
Kentucky
$336K +$118 +1 +0%
JGIA
2098
Jackson Grant Investment Advisers
Connecticut
$336K +$1.3K +11 +0.4%
RWML
2099
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$335K +$122K +1,034 +61%
CBOR
2100
Community Bank of Raymore
Missouri
$334K

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.