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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
TFS
2101
TrustCore Financial Services
Tennessee
$334K +$321K +2,710 New
IWA
2102
Intercontinental Wealth Advisors
Texas
$331K -$828 -7 -0.3%
CG
2103
Corundum Group
Colorado
$330K -$343K -2,902 -52%
HWMG
2104
Hurlow Wealth Management Group
Indiana
$330K -$3.55K -30 -1%
EWM
2105
Endurance Wealth Management
Rhode Island
$330K -$118 -1 -0%
BHTS
2106
Bar Harbor Trust Services
Maine
$330K
C
2107
Cerebellum
California
$330K +$138K +1,170 +77%
OIWM
2108
OptiFour Integrated Wealth Management
Virginia
$329K -$32.3K -273 -9%
WC
2109
Weil Company
California
$329K
EPA
2110
Element Pointe Advisors
Florida
$329K +$23K +194 +8%
MC
2111
Matisse Capital
Oregon
$328K
SLT
2112
St Louis Trust
Missouri
$328K
PFA
2113
Pathway Financial Advisors
Vermont
$328K +$1.66K +14 +0.5%
GC
2114
Gilbert & Cook
Iowa
$327K +$314K +2,655 New
CAM
2115
Concorde Asset Management
Michigan
$325K -$18.9K -160 -6%
CF
2116
Corrigan Financial
Rhode Island
$324K +$101K +857 +48%
FA
2117
FCG Advisors
New Jersey
$324K -$7.57K -64 -2%
AA
2118
AlphaMark Advisors
Kentucky
$323K +$11.8K +100 +4%
AWCI
2119
Alpine Woods Capital Investors
New York
$322K -$123K -1,041 -28%
EIG
2120
Ellenbecker Investment Group
Wisconsin
$322K -$121K -1,023 -28%
CCA
2121
Clearwater Capital Advisors
Illinois
$322K
QFA
2122
Quattro Financial Advisors
Texas
$321K -$1.39M -11,738 -82%
PTC
2123
Provident Trust Company
Wisconsin
$320K
FWSM
2124
First Wilshire Securities Management
California
$319K
VFP
2125
Verus Financial Partners
Virginia
$318K -$4.85K -41 -2%

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.