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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
TIM
2126
Total Investment Management
Arizona
$318K +$1.77K +15 +0.6%
CWM
2127
Connecticut Wealth Management
Connecticut
$318K +$29.3K +248 +11%
UTC
2128
Unified Trust Company
Kentucky
$317K
CWM
2129
Centric Wealth Management
Illinois
$317K +$32.1K +271 +12%
I2I
2130
Insight 2811 Inc
Illinois
$315K
JCM
2131
Jag Capital Management
Missouri
$315K +$2.25K +19 +0.7%
TC
2132
Truvestments Capital
Florida
$314K +$302K +2,549 New
SNBOSD
2133
Security National Bank of So Dak
Iowa
$313K -$212K -1,795 -41%
HCM
2134
Harvest Capital Management
New Hampshire
$313K
PCP
2135
Proficio Capital Partners
Massachusetts
$313K +$7.57K +64 +3%
GWAG
2136
Garrett Wealth Advisory Group
Texas
$312K -$473 -4 -0.2%
SCA
2137
Stuart Chaussee & Associates
California
$311K -$50.3K -425 -14%
TAM
2138
Trillium Asset Management
Massachusetts
$311K -$32.8K -277 -10%
PFC
2139
Poplar Forest Capital
California
$311K
GC
2140
Gibson Capital
Pennsylvania
$311K +$7.81K +66 +3%
HIM
2141
Hotaling Investment Management
Pennsylvania
$311K +$21.5K +182 +8%
BCA
2142
Berman Capital Advisors
Georgia
$310K +$53.7K +454 +22%
FC
2143
FCA Corp
Texas
$308K
WCA
2144
Westover Capital Advisors
Delaware
$308K +$296K +2,500 New
VBFG
2145
Vishria Bird Financial Group
Tennessee
$307K
PWAC
2146
Private Wealth Advisors (California)
California
$307K +$2.6K +22 +0.9%
CIC
2147
Chase Investment Counsel
Virginia
$306K +$23K +194 +8%
BIA
2148
Barry Investment Advisors
Massachusetts
$305K -$39.3K -332 -12%
FC
2149
Financial Consulate
Maryland
$303K -$24.5K -207 -8%
PC
2150
Peavine Capital
Nevada
$303K

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.