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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
FGAM
2376
Financial Gravity Asset Management
Texas
$18K +$16.6K +140 New
PW
2377
Price Wealth
Texas
$17K
SL
2378
Salomon & Ludwin
Virginia
$16K +$4.61K +39 +43%
MG
2379
MilWealth Group
Wisconsin
$14.2K
BIMC
2380
Benson Investment Management Company
Virginia
$13K
CJA
2381
C-J Advisory
California
$12K +$11.8K +100 New
IP
2382
Intellectus Partners
California
$10K
Parallax Volatility Advisers
2383
Parallax Volatility Advisers
California
$9K -$4.74M -40,040 -100%
EAM
2384
Eukles Asset Management
Ohio
$7K +$4.26K +36 +157%
OAJ
2385
Ogorek Anthony Joseph
New York
$5K
CT
2386
Chicago Trust
Illinois
$4.43K +$46.5K +393 +1%
CWM
2387
Cranbrook Wealth Management
Michigan
$4K +$118 +1 +3%
HCM
2388
Horrell Capital Management
Arkansas
$3K
CRWM
2389
Castle Rock Wealth Management
California
$3K +$3.17M +26,805 New
BFG
2390
Beacon Financial Group
Texas
$2.02K -$254K -2,143 -12%
CIR
2391
Clear Investment Research
Georgia
$2K
TWM
2392
Titus Wealth Management
California
$1.98K -$162K -1,371 -8%
SFFS
2393
Stonehage Fleming Financial Services
Jersey
$1.87K -$121K -1,025 -6%
Koshinski Asset Management
2394
Koshinski Asset Management
Illinois
$1.34K -$1.35M -11,424 -51%
ACA
2395
Ackerman Capital Advisors
Texas
$1.31K +$237 +2 +0%
CIA
2396
CSat Investment Advisory
Michigan
$1K
WA
2397
WP Advisors
California
$503 +$48.3K +408 New
ACA
2398
Anchor Capital Advisors
Massachusetts
$428 -$27.2K -230 -6%
JPLA
2399
Joseph P. Lucia & Associates
New York
$264 +$3.96M +33,441 New
HI
2400
Honeywell International
North Carolina
-$28.6M -263,200 Closed

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.