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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
QAM
2451
Questar Asset Management
Minnesota
-$216K -1,987 Closed
WP
2452
WealthShield Partners
North Carolina
-$214K -1,965 Closed
GWM
2453
Greenwich Wealth Management
Connecticut
-$213K -1,954 Closed
SGA
2454
Strategic Global Advisors
California
-$205K -1,880 Closed
PA
2455
Planning Alternatives
Michigan
-$201K -1,852 Closed
CMBA
2456
C.M. Bidwell & Associates
Hawaii
-$181K -1,660 Closed
RCG
2457
Ruggie Capital Group
Florida
-$180K -1,650 Closed
SGS
2458
Sterling Global Strategies
California
-$175K -1,610 Closed
FTI
2459
Fiduciary Trust International
Massachusetts
-$151K -1,389 Closed
AIP
2460
Almanack Investment Partners
Pennsylvania
-$131K -1,200 Closed
TCM
2461
Tributary Capital Management
Nebraska
-$84K -775 Closed
W
2462
WealthOne
New York
-$80K -732 Closed
HIM
2463
Hillsdale Investment Management
Ontario, Canada
-$44K -400 Closed
TFA
2464
Transamerica Financial Advisors
Florida
-$41K -373 Closed
TWMP
2465
Taylor Wealth Management Partners
Massachusetts
-$22K -200 Closed
HS
2466
Horan Securities
United States
-$21K -190 Closed
KCM
2467
Karp Capital Management
California
-$15K -135 Closed
FA
2468
Fortis Advisors
Pennsylvania
-$8K -76 Closed
UFF
2469
USA Financial Formulas
Michigan
-$4K -34 Closed
BSG
2470
Black Swift Group
Colorado
-$3K -25 Closed
NR
2471
Newfound Research
Massachusetts
+$118 +1 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.