We are live on ! Find out more
CVX icon

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
LWA
2276
Lenox Wealth Advisors
New York
$174K +$5.2K +43 +3%
AWM
2277
Arbor Wealth Management
Florida
$172K -$31.3K -259 -16%
TFO
2278
Tarbox Family Office
California
$170K -$80.5K -666 -33%
SIA
2279
SeaBridge Investment Advisors
New Jersey
$169K
BL
2280
Balentine LLC
Georgia
$169K +$23.5K +194 +17%
PWMG
2281
Prestige Wealth Management Group
New Jersey
$168K
CIA
2282
Cascade Investment Advisors
Oregon
$167K
BWA
2283
Burt Wealth Advisors
Maryland
$167K -$12.1K -100 -7%
HR
2284
Howe & Rusling
New York
$166K +$7.5K +62 +5%
HGWM
2285
Harvest Group Wealth Management
Massachusetts
$165K +$363 +3 +0.2%
AIP
2286
Almanack Investment Partners
Pennsylvania
$165K +$160K +1,325 New
KCPG
2287
Kavar Capital Partners Group
Kansas
$164K +$160K +1,320 New
CA
2288
Centerpoint Advisors
Massachusetts
$160K
AWM
2289
Apollon Wealth Management
South Carolina
$159K +$155K +1,281 New
SMG
2290
Spectrum Management Group
Indiana
$155K
IFA
2291
Interactive Financial Advisors
Illinois
$154K
GT
2292
Glenmede Trust
Pennsylvania
$152K -$19M -157,216 -11%
LWM
2293
Lenox Wealth Management
Ohio
$150K +$12.1K +100 +9%
FWM
2294
Focused Wealth Management
New York
$146K +$484 +4 +0.3%
LWA
2295
Lowe Wealth Advisors
Maryland
$145K -$2.06K -17 -1%
CIM
2296
Contravisory Investment Management
Massachusetts
$137K -$1.57K -13 -1%
W
2297
WealthStone
Ohio
$136K +$132K +1,093 New
PWP
2298
Personal Wealth Partners
Minnesota
$136K +$132K +1,089 New
KBFS
2299
Kohmann Bosshard Financial Services
Ohio
$134K +$130K +1,075 New
C
2300
Cerebellum
California
$130K -$198K -1,635 -61%

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.