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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
WAM
2376
Wolverine Asset Management
Illinois
$10K +$10.5K +87 New
MWM
2377
Meridian Wealth Management
Kentucky
$9.97K +$6.77K +56 +0.7%
HS
2378
Horan Securities
United States
$9K +$8.95K +74 New
GC
2379
Globeflex Capital
California
$6K +$6.29K +52 New
BRWM
2380
B. Riley Wealth Management
Tennessee
$5.91K -$101K -832 -2%
MWM
2381
Merriman Wealth Management
Washington
$5.17K -$18.5K -153 -4%
OAJ
2382
Ogorek Anthony Joseph
New York
$5K
CT
2383
Chicago Trust
Illinois
$4.61K +$127K +1,048 +3%
SFPIA
2384
Stevens First Principles Investment Advisors
California
$4K -$26.7K -221 -87%
CWM
2385
Cranbrook Wealth Management
Michigan
$4K
JCM
2386
Julex Capital Management
Massachusetts
$4K +$3.99K +33 New
FCH
2387
Freestone Capital Holdings
Washington
$3.15K +$47.8K +395 +2%
HCM
2388
Horrell Capital Management
Arkansas
$3K
LHC
2389
Little House Capital
Massachusetts
$2.71K +$113K +935 +5%
LM
2390
Lincluden Management
Ontario, Canada
$2.56K -$6.05K -50 -0.2%
CIR
2391
Clear Investment Research
Georgia
$2K
CPIA
2392
Cornell Pochily Investment Advisors
New York
$1.67K +$613K +5,067 +61%
NDSI
2393
Newman Dignan & Sheerar Inc
Rhode Island
$1.6K -$70.1K -580 -4%
ACA
2394
Ackerman Capital Advisors
Texas
$1.31K -$11.7K -97 -0.9%
WIM
2395
Westside Investment Management
California
$392 +$382K +3,158 New
Renaissance Technologies
2396
Renaissance Technologies
New York
-$225M -1,830,284 Closed
Alyeska Investment Group
2397
Alyeska Investment Group
Illinois
-$51.1M -414,753 Closed
CC
2398
Carlson Capital
Texas
-$25.9M -210,000 Closed
Capital Fund Management (CFM)
2399
Capital Fund Management (CFM)
France
-$24.3M -200,976 Closed
MPMG
2400
Minneapolis Portfolio Management Group
Minnesota
-$23.6M -191,705 Closed

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.