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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
2201
Hanlon Investment Management
New Jersey
$247K +$20K +165 +9%
DCM
2202
Driehaus Capital Management
Illinois
$246K +$4.23K +35 +2%
KA
2203
Klingman & Associates
New York
$244K -$24.2K -200 -9%
WTFG
2204
Wells Trecaso Financial Group
Ohio
$244K -$4.11K -34 -2%
IWA
2205
Inspirion Wealth Advisors
Illinois
$244K +$2.18K +18 +0.9%
ACM
2206
Aljian Capital Management
Nevada
$243K
DGI
2207
Disciplined Growth Investors
Minnesota
$243K
AIA
2208
Alera Investment Advisors
Illinois
$238K +$3.27K +27 +1%
VFPI
2209
Vantage Financial Partners (Illinois)
Illinois
$236K +$24.2K +200 +12%
SFC
2210
SYM Financial Corp
Indiana
$236K +$7.98K +66 +4%
CH
2211
Canton Hathaway
Rhode Island
$236K +$15.7K +130 +7%
TFA
2212
Toth Financial Advisory
Virginia
$234K
BA
2213
Ballew Advisors
Mississippi
$234K +$363 +3 +0.2%
BFWA
2214
Benchmark Financial Wealth Advisors
Florida
$234K +$15.5K +128 +7%
JIP
2215
JBJ Investment Partners
South Carolina
$233K +$36.9K +305 +20%
IGGA
2216
Iron Gate Global Advisors
Utah
$231K -$179K -1,477 -42%
KWA
2217
KCS Wealth Advisory
California
$231K +$5.2K +43 +2%
MGIA
2218
Matthew Goff Investment Advisor
Texas
$230K -$55.4K -458 -20%
PA
2219
Planning Alternatives
Michigan
$230K +$224K +1,852 New
SQA
2220
Simon Quick Advisors
New Jersey
$230K +$29.6K +245 +15%
TAM
2221
Trillium Asset Management
Massachusetts
$229K -$82.8K -685 -27%
GCMG
2222
Gyroscope Capital Management Group
Florida
$228K +$223K +1,848 New
RCP
2223
Rothschild Capital Partners
New York
$227K
CCMW
2224
Cypress Capital Management (Wyoming)
Wyoming
$227K +$1.69K +14 +0.8%
LBC
2225
Lawrence B. Cohen
$227K +$220K +1,823 New

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.