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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
LPWM
2326
Lake Point Wealth Management
Texas
$101K -$814K -6,879 -89%
1NWS
2327
1 North Wealth Services
Maryland
$99K -$11.1K -94 -10%
MUS
2328
Mitsubishi UFJ Securities
Japan
$91K -$177K -1,500 -67%
WCM
2329
WealthBridge Capital Management
Ohio
$91K -$2.48K -21 -3%
KL
2330
KWMG LLC
Kansas
$89K
BCI
2331
Brinker Capital Investments
Pennsylvania
$85K +$12.4K +105 +18%
MS
2332
Mizuho Securities
Japan
$84K +$33.1K +280 +70%
MIM
2333
Macroview Investment Management
Maryland
$82K
FFW
2334
Fusion Family Wealth
New York
$79K -$33.6K -284 -31%
RWG
2335
Regal Wealth Group
California
$75K +$710 +6 +1%
MWM
2336
Mascoma Wealth Management
New Hampshire
$73K
AIS
2337
Accurate Investment Solutions
Pennsylvania
$71K +$473 +4 +0.7%
MAM
2338
Marquette Asset Management
Minnesota
$69K +$66.6K +563 New
TA
2339
Thor Advisors
New York
$67K +$64.5K +545 New
IF
2340
Ironwood Financial
Arizona
$66K
HCM
2341
HMS Capital Management
Tennessee
$65K -$696K -5,882 -92%
CAL
2342
Capital Advisors Ltd
Ohio
$65K
GC
2343
Grace Capital
Massachusetts
$62K
NO
2344
Ninety One
South Africa
$58K +$10.2K +86 +22%
PWM
2345
PRW Wealth Management
Massachusetts
$54K -$6.86K -58 -12%
MWC
2346
MBM Wealth Consultants
Missouri
$52K -$1.06M -8,952 -95%
WCM
2347
Wealthcare Capital Management
Virginia
$51K
NC
2348
NewSquare Capital
Pennsylvania
$49K
EI
2349
Ellevest Inc
New York
$48K +$4.85K +41 +12%
BAMG
2350
Brand Asset Management Group
Missouri
$46K -$18.3K -155 -29%

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.