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Chevron

2,238 hedge funds and large institutions have $154B invested in Chevron in 2018 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 931 increasing their positions, 939 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 75

0.5% less ownership

Funds ownership: 66.18%65.68% (-0.5%)

1% less funds holding

Funds holding: 2,2512,238 (-13)

1% less repeat investments, than reductions

Existing positions increased: 931 | Existing positions reduced: 939

4% less capital invested

Capital invested by funds: $160B → $154B (-$5.7B)

4% less call options, than puts

Call options by funds: $1.54B | Put options by funds: $1.61B

36% less funds holding in top 10

Funds holding in top 10: 217139 (-78)

Holders
2,238
Holders Change
-13
Holders Change %
-0.58%
% of All Funds
51.15%
Holding in Top 10
139
Holding in Top 10 Change
-78
Holding in Top 10 Change %
-35.94%
% of All Funds
3.18%
New
82
Increased
931
Reduced
939
Closed
75
Calls
$1.54B
Puts
$1.61B
Net Calls
-$68.2M
Net Calls Change
-$266M
Name Holding Trade Value Shares
Change
Change in
Stake
QI
301
QS Investors
New York
$31.6M +$641K +5,286 +2%
DCM
302
Dupont Capital Management
Delaware
$31.6M -$1.01M -8,337 -3%
BS
303
Banco Santander
Spain
$30.9M -$44.9M -370,467 -60%
WPC
304
Waters Parkerson & Co
Louisiana
$30.7M +$128K +1,053 +0.4%
MIH
305
Madison Investment Holdings
Wisconsin
$30.6M -$3.15M -25,927 -9%
CIBC Asset Management
306
CIBC Asset Management
Ontario, Canada
$30.6M -$211K -1,736 -0.7%
SCM
307
Stevens Capital Management
Pennsylvania
$30.5M +$12.2M +100,866 +68%
HIMCH
308
Hartford Investment Management Co (HIMCO)
Connecticut
$30.4M -$210K -1,730 -0.7%
CSIC
309
Clifford Swan Investment Counsel
California
$30.4M -$180K -1,480 -0.6%
TF
310
TIAA FSB
Florida
$30.4M +$348K +2,870 +1%
CCM
311
Covington Capital Management
California
$29.8M +$21.1K +174 +0.1%
TAM
312
Tocqueville Asset Management
New York
$29.6M -$290K -2,393 -1%
WB
313
WesBanco Bank
West Virginia
$29.4M -$1.52M -12,548 -5%
CPSAC
314
Chas P. Smith & Associates (CPS)
Florida
$29.2M +$254K +2,091 +0.9%
PNC
315
Park National Corp
Ohio
$29.1M -$143K -1,181 -0.5%
KIA
316
KCM Investment Advisors
California
$28.9M -$726K -5,982 -2%
BF
317
BOK Financial
Oklahoma
$28.9M +$3.92M +32,305 +16%
B
318
BP
United Kingdom
$28.9M -$485K -4,000 -2%
ZIC
319
ZWJ Investment Counsel
Georgia
$28.8M +$165K +1,359 +0.6%
BFS
320
Bradley Foster & Sargent
Connecticut
$28.7M -$2.22M -18,278 -7%
BIM
321
Bridges Investment Management
Nebraska
$28.7M +$846K +6,972 +3%
DWM
322
Destination Wealth Management
California
$28.5M +$725K +5,974 +3%
FTIOP
323
Fiduciary Trust International of Pennsylvania
Pennsylvania
$28.4M +$494K +4,071 +2%
PC
324
PointState Capital
New York
$28.3M -$172M -1,417,099 -86%
RIA
325
RPG Investment Advisory
California
$27.8M +$2.5M +20,620 +10%

CVX Hedge Fund Activity: Q3 2018 in Review

2,238 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q3 2018, worth a combined $154B — down 3.6% from $160B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new CVX positions and 75 closed out — a net gain of 7 holders — while 931 added to existing stakes and 939 trimmed.

The largest buyer was Capital International Investors, adding an estimated $1.76B. The largest seller was Capital World Investors, cutting an estimated $1.76B.

  • 2,238 institutional investors held Chevron (CVX) as of Q3 2018, down from 2,251 in Q2 2018.
  • Funds reported $154B of Chevron stock for Q3 2018, down 3.6% quarter-over-quarter.
  • 82 funds opened new Chevron positions in Q3 2018 and 75 closed out, a net change of +7 holders.
  • The largest Chevron buyer in Q3 2018 was Capital International Investors, an estimated $1.76B added.
  • The largest Chevron seller in Q3 2018 was Capital World Investors, an estimated $1.76B sold.

Based on aggregated 13F filings for Q3 2018.