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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
FNBOH
2151
First National Bank of Hutchinson
Kansas
$302K +$46.9K +396 +20%
GAM
2152
GQ Asset Management
New York
$297K +$285K +2,412 New
VCP
2153
Vista Capital Partners
Oregon
$296K +$592 +5 +0.2%
BAM
2154
Blueshift Asset Management
New Jersey
$295K +$284K +2,398 New
GSC
2155
G&S Capital
Colorado
$294K -$5.92K -50 -2%
PI
2156
Parkside Investments
Illinois
$293K +$282K +2,383 New
KC
2157
Kingfisher Capital
North Carolina
$291K -$16.2K -137 -5%
CA
2158
Corrado Advisors
New Jersey
$291K
FIM
2159
Fernwood Investment Management
Massachusetts
$290K
BCMO
2160
Buckingham Capital Management (Ohio)
Ohio
$288K +$18.1K +153 +7%
BFM
2161
Boothbay Fund Management
New York
$288K +$277K +2,342 New
MCM
2162
MV Capital Management
Maryland
$287K -$22.1K -187 -7%
WIP
2163
Wellesley Investment Partners
Massachusetts
$285K -$111K -937 -29%
BFG
2164
Barber Financial Group
Kansas
$285K -$1.42K -12 -0.5%
HFP
2165
Holistic Financial Partners
Indiana
$285K +$23.3K +197 +9%
MGIA
2166
Matthew Goff Investment Advisor
Texas
$284K +$3.19K +27 +1%
AIA
2167
Angeles Investment Advisors
California
$283K +$272K +2,300 New
GKWIM
2168
Gerber Kawasaki Wealth & Investment Management
California
$282K +$1.66K +14 +0.6%
MC
2169
Machina Capital
France
$280K -$854K -7,220 -76%
MF
2170
Manchester Financial
California
$280K
BCM
2171
Beddow Capital Management
Wyoming
$277K
TC
2172
TAP Consulting
Missouri
$277K +$266K +2,247 New
SCA
2173
SMH Capital Advisors
Texas
$276K +$6.51K +55 +3%
SHJ
2174
Sharkey, Howes & Javer
Colorado
$275K
MFT
2175
Moisand Fitzgerald Tamayo
Florida
$274K

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.