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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
SQA
2276
Simon Quick Advisors
New Jersey
$197K -$183K -1,550 -49%
LFASL
2277
Lugano Financial Advisors SA (LFA)
Switzerland
$195K
KM
2278
Kalos Management
Georgia
$194K -$32.2K -272 -15%
LF
2279
Lee Financial
Texas
$193K +$21.7K +183 +13%
JIP
2280
JBJ Investment Partners
South Carolina
$193K +$185K +1,564 New
ED
2281
Exane Derivatives
France
$193K -$1.23M -10,364 -87%
AC
2282
Avestar Capital
New York
$187K +$59.9K +506 +47%
PCM
2283
Prelude Capital Management
New York
$182K -$31K -262 -15%
PFGIA
2284
Patriot Financial Group Insurance Agency
Massachusetts
$182K +$61.9K +523 +55%
LFG
2285
Larson Financial Group
Missouri
$181K +$946 +8 +0.5%
BC
2286
Barnett & Company
Tennessee
$179K -$7.33K -62 -4%
NCM
2287
New Capital Management
Texas
$178K +$592 +5 +0.3%
BWA
2288
Burt Wealth Advisors
Maryland
$177K
IRC
2289
Investors Research Corp
Georgia
$175K +$168K +1,418 New
CFD
2290
Creative Financial Designs
Indiana
$172K +$41.5K +351 +34%
GT
2291
Glenmede Trust
Pennsylvania
$170K -$1.16M -9,777 -0.7%
LWA
2292
Lenox Wealth Advisors
New York
$167K
SIA
2293
SeaBridge Investment Advisors
New Jersey
$167K
PWMG
2294
Prestige Wealth Management Group
New Jersey
$166K -$104K -879 -39%
CIA
2295
Cascade Investment Advisors
Oregon
$166K
HGWM
2296
Harvest Group Wealth Management
Massachusetts
$164K +$157K +1,329 New
CA
2297
Centerpoint Advisors
Massachusetts
$158K
HR
2298
Howe & Rusling
New York
$157K -$52.3K -442 -26%
HCM
2299
Hilton Capital Management
New York
$156K +$105K +891 +238%
SMG
2300
Spectrum Management Group
Indiana
$153K -$20.1K -170 -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.