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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
BCIM
2201
Bishop & Co Investment Management
Pennsylvania
$249K
BOTOTLSJU
2202
Board of Trustees of The Leland Stanford Junior University
California
$246K
DK
2203
Darrell & King
Virginia
$246K
Harris Associates
2204
Harris Associates
Illinois
$246K
II
2205
Inspire Investing
Idaho
$246K
IHL
2206
Investment House LLC
California
$246K
SC
2207
Scholtz & Company
Connecticut
$246K
UC
2208
Unio Capital
New Jersey
$246K
WTFG
2209
Wells Trecaso Financial Group
Ohio
$246K +$237K +1,999 New
HWA
2210
HHM Wealth Advisors
Tennessee
$245K -$43.4K -367 -16%
MCIA
2211
Mountain Capital Investment Advisors
Colorado
$245K +$16.8K +142 +8%
MWA
2212
Martel Wealth Advisors
Washington
$241K
FWCM
2213
First Western Capital Management
California
$241K -$87.5K -740 -27%
ACM
2214
Aljian Capital Management
Nevada
$240K
DGI
2215
Disciplined Growth Investors
Minnesota
$240K
IWA
2216
Inspirion Wealth Advisors
Illinois
$240K
DCM
2217
Driehaus Capital Management
Illinois
$239K -$91.5K -773 -28%
DA
2218
DSC Advisors
Illinois
$238K -$16.4K -139 -7%
MA
2219
MONECO Advisors
Connecticut
$237K +$228K +1,926 New
MIFH
2220
Migdal Insurance & Financial Holdings
Israel
$234K -$2.01K -17 -0.9%
BWM
2221
BT Wealth Management
Georgia
$233K -$310K -2,622 -58%
AIA
2222
Alera Investment Advisors
Illinois
$232K -$120K -1,015 -35%
TFA
2223
Toth Financial Advisory
Virginia
$232K -$31.9K -270 -13%
NED
2224
Nancy E. Dempze
$232K +$224K +1,890 New
CMI
2225
Clare Market Investments
Texas
$230K +$221K +1,870 New

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.