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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
IFA
2301
Interactive Financial Advisors
Illinois
$152K +$146K +1,236 New
LGWM
2302
Litman Gregory Wealth Management
California
$149K -$45.8K -387 -24%
FWM
2303
Focused Wealth Management
New York
$145K +$355 +3 +0.3%
LWA
2304
Lowe Wealth Advisors
Maryland
$145K +$2.01K +17 +1%
BL
2305
Balentine LLC
Georgia
$143K -$16.3K -138 -11%
ST
2306
Sageworth Trust
Pennsylvania
$140K +$134K +1,133 +18,883%
CIM
2307
Contravisory Investment Management
Massachusetts
$137K
LWM
2308
Lenox Wealth Management
Ohio
$136K +$24.1K +204 +23%
LFG
2309
LifePlan Financial Group
Ohio
$127K
TCM
2310
TD Capital Management
Tennessee
$127K
SAS
2311
Stelac Advisory Services
New York
$126K
CSC
2312
Cove Street Capital
California
$123K
FWC
2313
First Washington Corp
Washington
$123K
FEG
2314
Financial Enhancement Group
Indiana
$123K +$14.1K +119 +14%
SCM
2315
Shelton Capital Management
Colorado
$121K -$16.9M -143,215 -91%
WCMN
2316
Westchester Capital Management (Nebraska)
Nebraska
$118K -$8.28K -70 -7%
CT
2317
Clearstead Trust
Maine
$118K
LD
2318
Lipe & Dalton
New York
$115K -$118K -1,000 -52%
ME
2319
McIlrath & Eck
Washington
$114K +$10.2K +86 +10%
SIAS
2320
Shine Investment Advisory Services
Colorado
$110K
EARNEST Partners
2321
EARNEST Partners
Georgia
$106K
AP
2322
Arlington Partners
Alabama
$105K
DRS
2323
Deane Retirement Strategies
Louisiana
$104K
LYV
2324
Live Your Vision
Pennsylvania
$104K +$4.73K +40 +5%
SA
2325
SRH Advisors
Kansas
$102K -$118K -1,000 -55%

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.