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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
LFG
2301
LifePlan Financial Group
Ohio
$128K
TCM
2302
TD Capital Management
Tennessee
$128K
CMBA
2303
C.M. Bidwell & Associates
Hawaii
$125K +$122K +1,005 New
CSC
2304
Cove Street Capital
California
$124K
FEG
2305
Financial Enhancement Group
Indiana
$124K
FWC
2306
First Washington Corp
Washington
$124K
EARNEST Partners
2307
EARNEST Partners
Georgia
$123K +$15.5K +128 +15%
WCMN
2308
Westchester Capital Management (Nebraska)
Nebraska
$120K
SAS
2309
Stelac Advisory Services
New York
$118K -$25.3K -209 -18%
CT
2310
Clearstead Trust
Maine
$118K
LD
2311
Lipe & Dalton
New York
$116K
FFW
2312
Fusion Family Wealth
New York
$116K +$35.7K +295 +46%
SFFS
2313
Stonehage Fleming Financial Services
Jersey
$114K -$1.72M -14,248 -94%
ME
2314
McIlrath & Eck
Washington
$114K
SIAS
2315
Shine Investment Advisory Services
Colorado
$111K
AP
2316
Advisors Preferred
Maryland
$110K +$106K +879 New
SFA
2317
Semmax Financial Advisors
North Carolina
$108K -$542K -4,485 -84%
AP
2318
Arlington Partners
Alabama
$106K
BC
2319
Barnett & Company
Tennessee
$105K -$73K -604 -42%
DRS
2320
Deane Retirement Strategies
Louisiana
$105K
CAL
2321
Capital Advisors Ltd
Ohio
$105K +$38.6K +319 +61%
SA
2322
SRH Advisors
Kansas
$103K
LPWM
2323
Lake Point Wealth Management
Texas
$101K
HIM
2324
Hillsdale Investment Management
Ontario, Canada
$100K +$96.7K +800 New
BCI
2325
Brinker Capital Investments
Pennsylvania
$96K +$9.31K +77 +11%

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.