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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
BCA
2076
Berman Capital Advisors
Georgia
$349K +$36.4K +301 +12%
ACM
2077
Ashford Capital Management
Delaware
$348K -$12.1K -100 -3%
WCWM
2078
Wooster Corthell Wealth Management
Connecticut
$348K
OIWM
2079
OptiFour Integrated Wealth Management
Virginia
$347K +$14.1K +117 +4%
LIA
2080
LSP Investment Advisors
New York
$346K
NPPM
2081
North Point Portfolio Managers
Ohio
$345K
SCA
2082
Stillwater Capital Advisors
Pennsylvania
$344K -$13.2K -109 -4%
FFC
2083
First Financial Corp
Indiana
$344K -$7.5K -62 -2%
AFC
2084
AFT Forsyth & Company
Florida
$343K
JGIA
2085
Jackson Grant Investment Advisers
Connecticut
$342K +$2.78K +23 +0.8%
GC
2086
Gilbert & Cook
Iowa
$342K +$10.9K +90 +3%
Edgewood Management
2087
Edgewood Management
Connecticut
$340K -$157K -1,300 -32%
MA
2088
MCF Advisors
Kentucky
$340K +$242 +2 +0.1%
CWM
2089
Connecticut Wealth Management
Connecticut
$339K +$17.5K +145 +6%
VCP
2090
Vista Capital Partners
Oregon
$339K +$38.5K +318 +13%
SCM
2091
Smith Capital Management
Arkansas
$338K -$7.13K -59 -2%
CBOR
2092
Community Bank of Raymore
Missouri
$338K
IWA
2093
Intercontinental Wealth Advisors
Texas
$335K -$121 -1 -0%
NPT
2094
Nixon Peabody Trust
Massachusetts
$335K +$112K +925 +52%
GC
2095
Garde Capital
Washington
$334K -$51.4K -425 -14%
SCM
2096
Southport Capital Management
Tennessee
$334K -$33.3K -275 -9%
BHTS
2097
Bar Harbor Trust Services
Maine
$334K
PFA
2098
Pathway Financial Advisors
Vermont
$334K +$2.66K +22 +0.8%
EWM
2099
Endurance Wealth Management
Rhode Island
$333K +$121 +1 +0%
SLT
2100
St Louis Trust
Missouri
$332K

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.