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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
FWCM
2151
First Western Capital Management
California
$294K +$49.1K +406 +21%
SBWIC
2152
Schaper Benz & Wise Investment Counsel
Wisconsin
$293K -$96.7K -800 -25%
IP
2153
Isthmus Partners
Wisconsin
$293K +$284K +2,352 New
FPGK
2154
Financial Partners Group (Kansas)
Kansas
$288K +$29.5K +244 +12%
WA
2155
Waverly Advisors
Alabama
$287K +$20.7K +171 +8%
AF
2156
Affiance Financial
Minnesota
$286K +$60.5K +500 +28%
BIA
2157
Barry Investment Advisors
Massachusetts
$284K -$23.8K -197 -8%
GWAG
2158
Garrett Wealth Advisory Group
Texas
$283K -$31.7K -262 -10%
MF
2159
Manchester Financial
California
$283K
JSL
2160
JT Stratford LLC
Georgia
$282K +$274K +2,265 New
HFP
2161
Holistic Financial Partners
Indiana
$280K -$7.13K -59 -3%
SCA
2162
SMH Capital Advisors
Texas
$279K +$121 +1 +0%
AAP
2163
Arax Advisory Partners
Colorado
$279K +$272K +2,246 New
FIM
2164
Fernwood Investment Management
Massachusetts
$278K -$15.1K -125 -5%
SHJ
2165
Sharkey, Howes & Javer
Colorado
$278K
WDL
2166
Well Done LLC
Michigan
$278K +$3.75K +31 +1%
MFT
2167
Moisand Fitzgerald Tamayo
Florida
$277K
DACG
2168
Donor Advised Charitable Giving
California
$277K +$269K +2,225 New
CF
2169
Corrigan Financial
Rhode Island
$277K -$49.2K -407 -15%
AAIM
2170
Asset Advisors Investment Management
Georgia
$274K -$556K -4,600 -68%
MAP
2171
Managed Asset Portfolios
Michigan
$273K
ST
2172
Sageworth Trust
Pennsylvania
$272K +$126K +1,045 +92%
BCMO
2173
Buckingham Capital Management (Ohio)
Ohio
$271K -$19.3K -160 -7%
AAM
2174
American Asset Management
Florida
$270K -$256K -2,121 -49%
SAM
2175
Security Asset Management
New York
$270K -$140K -1,156 -35%

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.