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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$19.2B +$202M +1,703,486 +1%
BlackRock
2
BlackRock
New York
$15.7B -$85M -718,199 -0.6%
State Street
3
State Street
Massachusetts
$14.2B +$72M +608,251 +0.5%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$5B -$216M -1,827,312 -4%
Capital International Investors
5
Capital International Investors
California
$3.4B +$31.5M +265,935 +1%
Northern Trust
6
Northern Trust
Illinois
$3.36B +$69.5M +587,554 +2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$3.22B -$502M -4,239,475 -14%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.12B +$132M +1,115,197 +5%
Bank of America
9
Bank of America
North Carolina
$3.11B +$188M +1,589,181 +7%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$2.51B +$4.66M +39,407 +0.2%
JP Morgan Chase
11
JP Morgan Chase
New York
$2.5B -$93.9M -793,486 -4%
Capital World Investors
12
Capital World Investors
California
$2.5B -$100M -846,000 -4%
Norges Bank
13
Norges Bank
Norway
$2.49B +$78.6M +664,064 +3%
State Farm Mutual Automobile Insurance
14
State Farm Mutual Automobile Insurance
Illinois
$2.02B
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$1.97B +$221M +1,871,808 +13%
Morgan Stanley
16
Morgan Stanley
New York
$1.86B -$160M -1,353,766 -8%
Ameriprise
17
Ameriprise
Minnesota
$1.7B -$22.6M -191,179 -1%
UBS Group
18
UBS Group
Switzerland
$1.69B +$272M +2,300,250 +20%
Wells Fargo
19
Wells Fargo
California
$1.67B +$21.3M +179,684 +1%
Legal & General Group
20
Legal & General Group
United Kingdom
$1.46B +$259M +2,188,443 +23%
Capital Research Global Investors
21
Capital Research Global Investors
California
$1.3B -$219M -1,847,041 -15%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$1.29B +$289M +2,445,829 +30%
Invesco
23
Invesco
Georgia
$1.27B +$3.56M +30,102 +0.3%
Deutsche Bank
24
Deutsche Bank
Germany
$1.22B +$260M +2,201,085 +29%
Goldman Sachs
25
Goldman Sachs
New York
$1.18B -$79.4M -671,451 -7%

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.