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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
HIM
2176
Hotaling Investment Management
Pennsylvania
$270K -$42.9K -355 -14%
DM
2177
Diker Management
New York
$268K
EMB
2178
Elefante Mark B
$267K +$60.5K +500 +30%
AMG
2179
Asset Management Group
Connecticut
$266K +$3.39K +28 +1%
BIA
2180
BHK Investment Advisors
Alabama
$265K +$31.9K +264 +14%
AWM
2181
AllSquare Wealth Management
New York
$262K
TB
2182
Terril Brothers
Missouri
$262K
AIA
2183
AIMZ Investment Advisors
California
$261K -$12.1K -100 -5%
FAM
2184
Fenimore Asset Management
New York
$261K +$242 +2 +0.1%
KFS
2185
Kelly Financial Services
Massachusetts
$259K -$121 -1 -0%
Wealth Enhancement Advisory Services
2186
Wealth Enhancement Advisory Services
Minnesota
$256K -$2.04M -16,830 -89%
FMP
2187
Financial Management Professionals
Texas
$256K
GAM
2188
Gould Asset Management
California
$256K +$249K +2,058 New
RTS
2189
Round Table Services
New Jersey
$254K +$247K +2,044 New
HCIA
2190
Hochman Cole Investment Advisors
Illinois
$253K +$242 +2 +0.1%
MCIA
2191
Mountain Capital Investment Advisors
Colorado
$253K +$9.43K +78 +4%
BCIM
2192
Bishop & Co Investment Management
Pennsylvania
$252K
LSC
2193
Lesa Sroufe & Co
Washington
$252K +$43.5K +360 +22%
NED
2194
Nancy E. Dempze
$251K +$15.7K +130 +7%
DK
2195
Darrell & King
Virginia
$249K
II
2196
Inspire Investing
Idaho
$249K
IHL
2197
Investment House LLC
California
$249K
SC
2198
Scholtz & Company
Connecticut
$249K
AA
2199
Advisory Alpha
Michigan
$249K +$24.4K +202 +11%
HWA
2200
HHM Wealth Advisors
Tennessee
$248K

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.