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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
HIS
2176
Harvest Investment Services
Illinois
$273K +$40.3K +341 +18%
AIA
2177
AIMZ Investment Advisors
California
$271K
WDL
2178
Well Done LLC
Michigan
$271K +$2.84K +24 +1%
MAP
2179
Managed Asset Portfolios
Michigan
$270K
GAM
2180
Grandview Asset Management
Pennsylvania
$270K +$4.14K +35 +2%
DM
2181
Diker Management
New York
$266K
KA
2182
Klingman & Associates
New York
$266K
DLHL
2183
Donald L. Hagan LLC
Florida
$264K
EP
2184
Edgestream Partners
New Jersey
$264K +$254K +2,145 New
HI
2185
Hendershot Investments
Virginia
$263K -$6.03K -51 -2%
WA
2186
Waverly Advisors
Alabama
$263K +$252K +2,132 New
BC
2187
Brio Consultants
California
$262K +$2.25K +19 +0.9%
TC
2188
Trilogy Capital
California
$261K -$13.5K -114 -5%
WAM
2189
Wallington Asset Management
Indiana
$261K -$9.58K -81 -4%
AMG
2190
Asset Management Group
Connecticut
$260K +$1.66K +14 +0.7%
ICM
2191
IMS Capital Management
Oregon
$259K -$6.27K -53 -2%
AWM
2192
AllSquare Wealth Management
New York
$259K
TB
2193
Terril Brothers
Missouri
$259K
FAM
2194
Fenimore Asset Management
New York
$258K +$118 +1 +0%
KFS
2195
Kelly Financial Services
Massachusetts
$256K +$246K +2,082 New
FPGK
2196
Financial Partners Group (Kansas)
Kansas
$255K +$828 +7 +0.3%
FMP
2197
Financial Management Professionals
Texas
$254K
DIM
2198
DC Investments Management
Virginia
$252K
HCIA
2199
Hochman Cole Investment Advisors
Illinois
$250K -$72.3K -611 -23%
TFO
2200
Tarbox Family Office
California
$250K

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.