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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
RCA
2251
Reitz Capital Advisors
Michigan
$213K +$205K +1,730 New
QCIG
2252
Quad-Cities Investment Group
Iowa
$212K
DWM
2253
Dorchester Wealth Management
Quebec, Canada
$212K +$203K +1,718 New
MC
2254
Miramar Capital
Illinois
$211K -$17.7K -150 -8%
FC
2255
Ferris Capital
Massachusetts
$211K +$1.06K +9 +0.5%
VFPI
2256
Vantage Financial Partners (Illinois)
Illinois
$209K +$201K +1,700 New
VAG
2257
VisionPoint Advisory Group
Texas
$209K +$200K +1,693 New
WA
2258
Wealth Architects
California
$208K +$200K +1,687 New
MCMT
2259
Moon Capital Management (Tennessee)
Tennessee
$207K +$199K +1,681 New
RW
2260
REDW Wealth
New Mexico
$207K -$118K -999 -37%
EFS
2261
Econ Financial Services
Pennsylvania
$207K +$199K +1,679 New
LSC
2262
Lesa Sroufe & Co
Washington
$206K +$197K +1,669 New
SAM
2263
Sequent Asset Management
Texas
$206K +$198K +1,675 New
WCM
2264
Whitener Capital Management
North Carolina
$204K -$41.8K -353 -18%
DSAM
2265
Dock Street Asset Management
Florida
$204K +$196K +1,658 New
AAM
2266
Ascension Asset Management
New York
$203K -$29.3K -248 -13%
RAM
2267
Riggs Asset Management
Pennsylvania
$203K +$47.3K +400 +32%
SFS
2268
Summit Financial Strategies
Ohio
$203K +$195K +1,646 New
PDM
2269
Penn Davis McFarland
Texas
$203K +$195K +1,650 New
AWM
2270
Arbor Wealth Management
Florida
$202K +$4.5K +38 +2%
BFPW
2271
BOK Financial Private Wealth
Colorado
$202K +$194K +1,643 New
EMB
2272
Elefante Mark B
$202K +$194K +1,643 New
WAM
2273
Weiss Asset Management
Massachusetts
$202K +$194K +1,643 New
FEM
2274
Fulcrum Equity Management
Texas
$201K +$193K +1,635 New
TFGT
2275
TS Financial Group (TSFG)
Illinois
$200K +$192K +1,620 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.