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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
NO
2326
Ninety One
South Africa
$91K +$31.9K +264 +56%
CFD
2327
Creative Financial Designs
Indiana
$90K -$80.3K -664 -48%
MIM
2328
Macroview Investment Management
Maryland
$83K
RWA
2329
Redhawk Wealth Advisors
Minnesota
$81K +$78.8K +652 New
RWG
2330
Regal Wealth Group
California
$76K +$605 +5 +0.8%
AIS
2331
Accurate Investment Solutions
Pennsylvania
$74K +$1.81K +15 +3%
MWM
2332
Mascoma Wealth Management
New Hampshire
$73K
IF
2333
Ironwood Financial
Arizona
$67K
HCM
2334
HMS Capital Management
Tennessee
$66K
GC
2335
Grace Capital
Massachusetts
$62K
CQS
2336
Credential Qtrade Securities
$59.4K +$16.4K +136 +40%
MAM
2337
Marquette Asset Management
Minnesota
$54K -$15.7K -130 -23%
AJ
2338
Ashburton (Jersey)
Jersey
$54K +$52K +430 New
MWC
2339
MBM Wealth Consultants
Missouri
$53K
NCM
2340
Next Capital Management
New York
$52K +$50.2K +415 New
WCM
2341
Wealthcare Capital Management
Virginia
$51K
EI
2342
Ellevest Inc
New York
$51K +$2.3K +19 +5%
CFG
2343
CKW Financial Group
Hawaii
$51K +$30.4K +251 +154%
BAMG
2344
Brand Asset Management Group
Missouri
$47K
CFN
2345
Cordasco Financial Network
Florida
$47K +$16.3K +135 +55%
HH
2346
HWG Holdings
Texas
$46K +$2.54K +21 +6%
TFA
2347
Transamerica Financial Advisors
Florida
$46K +$44.5K +368 New
CWM
2348
Cedar Wealth Management
California
$44K
MWC
2349
MKD Wealth Coaches
Michigan
$39K
EWA
2350
Evolution Wealth Advisors
Florida
$34K +$32.6K +270 New

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.