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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
PG
2351
Proffitt & Goodson
Tennessee
$46K +$19.6K +166 +79%
CFA
2352
Camarda Financial Advisors
Florida
$45K +$43.5K +368 New
RCM
2353
Requisite Capital Management
Texas
$44K +$42K +355 New
CWM
2354
Cedar Wealth Management
California
$43K -$1.42K -12 -3%
HH
2355
HWG Holdings
Texas
$43K
CQS
2356
Credential Qtrade Securities
$42K
WAS
2357
WESPAC Advisors SoCal
California
$40K +$16.3K +138 +72%
MWC
2358
MKD Wealth Coaches
Michigan
$39K +$37.3K +315 New
LPC
2359
Loeb Partners Corp
New York
$38K -$2.21M -18,642 -98%
SIS
2360
Sound Income Strategies
Florida
$38K -$5.32K -45 -13%
HIIFS
2361
Harel Insurance Investments & Financial Services
Israel
$37K -$154K -1,300 -81%
SFPIA
2362
Stevens First Principles Investment Advisors
California
$31K
APSP
2363
Asset Planning Services (Pennsylvania)
Pennsylvania
$31K +$237 +2 +0.8%
RFWA
2364
RPg Family Wealth Advisory
Massachusetts
$30.8K
TVWM
2365
Tower View Wealth Management
Wisconsin
$30K
CFN
2366
Cordasco Financial Network
Florida
$30K +$5.92K +50 +26%
AWMS
2367
Advocacy Wealth Management Services
Georgia
$27K -$11.8K -100 -31%
MIP
2368
Mondrian Investment Partners
United Kingdom
$26K
HI
2369
Human Investing
Oregon
$25K -$118 -1 -0.5%
BEI
2370
Benjamin Edwards Inc
Missouri
$23K +$22.4K +189 New
CF
2371
Centaurus Financial
California
$21.6K +$40.3K +341 +15%
CFG
2372
CKW Financial Group
Hawaii
$20K -$23.5K -199 -55%
JAM
2373
JCIC Asset Management
Ontario, Canada
$19K
GWA
2374
Guidant Wealth Advisors
Illinois
$19K +$12.3K +104 +193%
OWA
2375
One Wealth Advisors
California
$19K +$17.9K +151 New

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.