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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
BIA
2226
BHK Investment Advisors
Alabama
$230K +$221K +1,868 New
CIC
2227
Chilton Investment Company
Connecticut
$228K
CCIA
2228
Campbell & Co Investment Adviser
Maryland
$227K +$218K +1,840 New
SFC
2229
SYM Financial Corp
Indiana
$226K -$1.77K -15 -0.8%
SCM
2230
Snow Capital Management
Pennsylvania
$224K -$473K -3,999 -69%
HIM
2231
Hanlon Investment Management
New Jersey
$224K +$215K +1,820 New
RCP
2232
Rothschild Capital Partners
New York
$224K +$215K +1,821 New
CCMW
2233
Cypress Capital Management (Wyoming)
Wyoming
$223K +$97.4K +823 +83%
KWA
2234
KCS Wealth Advisory
California
$223K +$214K +1,811 New
AF
2235
Affiance Financial
Minnesota
$222K -$7.57K -64 -3%
TVAMP
2236
Tennessee Valley Asset Management Partners
Tennessee
$222K -$5.68K -48 -3%
BRA
2237
Bender Robert & Associates
California
$221K +$212K +1,795 New
BA
2238
Ballew Advisors
Mississippi
$220K +$12.2K +103 +6%
VCM
2239
Virtue Capital Management
Tennessee
$218K -$70.3K -594 -25%
EWA
2240
ERTS Wealth Advisors
Michigan
$218K +$49.1K +415 +31%
CH
2241
Canton Hathaway
Rhode Island
$218K +$91.1K +770 +77%
NPT
2242
Nixon Peabody Trust
Massachusetts
$218K +$209K +1,769 New
QCM
2243
Quantinno Capital Management
New York
$218K +$210K +1,772 New
PM
2244
Penbrook Management
New York
$217K +$209K +1,765 New
AA
2245
Advisory Alpha
Michigan
$217K +$4.14K +35 +2%
BFWA
2246
Benchmark Financial Wealth Advisors
Florida
$216K +$207K +1,752 New
MS
2247
Marshall & Sullivan
Washington
$216K +$208K +1,754 New
HFA
2248
Huber Financial Advisors
Illinois
$215K +$207K +1,748 New
LSCM
2249
LaSalle Street Capital Management
Illinois
$215K +$207K +1,749 New
LWS
2250
Lucia Wealth Services
California
$213K +$21.7K +183 +12%

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.