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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
JPLA
2351
Joseph P. Lucia & Associates
New York
$33K -$4.01M -33,177 -99%
UB
2352
UMB Bank
Missouri
$32.6K -$770K -6,366 -2%
QT
2353
Quantamental Technologies
New York
$32K -$657K -5,437 -95%
CFA
2354
Camarda Financial Advisors
Florida
$32K -$13.8K -114 -31%
GWA
2355
Guidant Wealth Advisors
Illinois
$32K +$12.2K +101 +64%
RFWA
2356
RPg Family Wealth Advisory
Massachusetts
$31.1K
SIS
2357
Sound Income Strategies
Florida
$31K -$6.89K -57 -19%
APSP
2358
Asset Planning Services (Pennsylvania)
Pennsylvania
$31K
TVWM
2359
Tower View Wealth Management
Wisconsin
$31K +$121 +1 +0.4%
AWMS
2360
Advocacy Wealth Management Services
Georgia
$27K
PG
2361
Proffitt & Goodson
Tennessee
$26K -$20.1K -166 -44%
MIP
2362
Mondrian Investment Partners
United Kingdom
$26K
HI
2363
Human Investing
Oregon
$25K
BEI
2364
Benjamin Edwards Inc
Missouri
$24K
FGAM
2365
Financial Gravity Asset Management
Texas
$22K +$4.35K +36 +26%
JAM
2366
JCIC Asset Management
Ontario, Canada
$19K
CC
2367
Centiva Capital
New York
$18K -$4.15M -34,298 -100%
PW
2368
Price Wealth
Texas
$17K
MG
2369
MilWealth Group
Wisconsin
$14.3K
BIMC
2370
Benson Investment Management Company
Virginia
$13K
CJA
2371
C-J Advisory
California
$12K
SL
2372
Salomon & Ludwin
Virginia
$11K -$4.72K -39 -30%
MAU
2373
MRA Associates USA
Arizona
$10.3K +$10K +83 New
HCM
2374
Hilton Capital Management
New York
$10K -$143K -1,186 -94%
EAM
2375
Eukles Asset Management
Ohio
$10K +$2.66K +22 +37%

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.