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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
DSAM
2251
Dock Street Asset Management
Florida
$206K
AAM
2252
Ascension Asset Management
New York
$205K
PDM
2253
Penn Davis McFarland
Texas
$205K
SFS
2254
Summit Financial Strategies
Ohio
$205K
HC
2255
Hendley & Co
Ohio
$205K +$199K +1,649 New
WA
2256
Wealth Architects
California
$204K -$6.17K -51 -3%
WAM
2257
Weiss Asset Management
Massachusetts
$204K
AC
2258
Avestar Capital
New York
$204K +$13.4K +111 +7%
W
2259
WealthOne
New York
$204K +$198K +1,637 New
IDA
2260
Intelligence Driven Advisers
California
$203K +$197K +1,631 New
TFGT
2261
TS Financial Group (TSFG)
Illinois
$202K
FEM
2262
Fulcrum Equity Management
Texas
$202K +$1.94K +16 +1%
IIA
2263
IPG Investment Advisors
California
$201K +$196K +1,618 New
WA
2264
Wambolt & Associates
Colorado
$200K +$194K +1,605 New
WCM Investment Management
2265
WCM Investment Management
California
$200K +$195K +1,610 New
RAM
2266
Riggs Asset Management
Pennsylvania
$199K -$6.05K -50 -3%
LFASL
2267
Lugano Financial Advisors SA (LFA)
Switzerland
$198K
LGWM
2268
Litman Gregory Wealth Management
California
$196K +$44K +364 +30%
LF
2269
Lee Financial
Texas
$195K
LWS
2270
Lucia Wealth Services
California
$191K -$23.7K -196 -11%
PFGIA
2271
Patriot Financial Group Insurance Agency
Massachusetts
$187K +$5.68K +47 +3%
CCA
2272
Catalyst Capital Advisors
New York
$186K -$798K -6,600 -82%
NCM
2273
New Capital Management
Texas
$180K +$5.32K +44 +3%
IRC
2274
Investors Research Corp
Georgia
$176K
TRCT
2275
Tower Research Capital (TRC)
New York
$174K -$5.01M -41,441 -97%

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.