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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
FNBOH
2126
First National Bank of Hutchinson
Kansas
$312K +$11.6K +96 +4%
HI
2127
Hendershot Investments
Virginia
$312K +$44.9K +371 +17%
FC
2128
FCA Corp
Texas
$311K
USGIU
2129
U.S. Global Investors (USGI)
Texas
$311K +$302K +2,500 New
CIC
2130
Chase Investment Counsel
Virginia
$310K
CCP
2131
Cardan Capital Partners
Colorado
$309K -$89.5K -740 -23%
PWAC
2132
Private Wealth Advisors (California)
California
$307K
MC
2133
Matisse Capital
Oregon
$306K -$24.2K -200 -8%
CFG
2134
Cooper Financial Group
California
$306K +$298K +2,461 New
BFPW
2135
BOK Financial Private Wealth
Colorado
$305K +$97.3K +805 +49%
AIA
2136
Angeles Investment Advisors
California
$304K +$17.2K +142 +6%
LCAM
2137
London & Capital Asset Management
United Kingdom
$304K +$295K +2,440 New
WAM
2138
Wallington Asset Management
Indiana
$302K +$48.4K +400 +19%
BFG
2139
Barber Financial Group
Kansas
$301K +$12.7K +105 +5%
RA
2140
Rational Advisors
New York
$300K -$656K -5,425 -69%
ORI
2141
Oak Ridge Investments
Illinois
$299K -$178K -1,470 -38%
CAM
2142
Concorde Asset Management
Michigan
$299K -$28.3K -234 -9%
GSC
2143
G&S Capital
Colorado
$299K +$1.33K +11 +0.5%
GKWIM
2144
Gerber Kawasaki Wealth & Investment Management
California
$299K +$13.4K +111 +5%
KC
2145
Kingfisher Capital
North Carolina
$297K +$2.78K +23 +1%
ICM
2146
IMS Capital Management
Oregon
$297K +$34.8K +288 +14%
SIAP
2147
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$296K -$123K -1,018 -30%
TC
2148
Trilogy Capital
California
$296K +$29.3K +242 +11%
BWM
2149
Baystate Wealth Management
Massachusetts
$295K -$60K -496 -17%
CA
2150
Corrado Advisors
New Jersey
$294K

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.