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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
DADC
401
D.A. Davidson & Co
Montana
$18.1M -$350K -2,885 -2%
BAPIM
402
British Airways Pensions Investment Management
United Kingdom
$18M -$6.69M -55,147 -27%
MBTD
403
Mechanics Bank - Trust Department
California
$18M +$895K +7,380 +5%
WCM
404
Wedge Capital Management
North Carolina
$18M +$124K +1,022 +0.7%
FCI
405
Financial Counselors Inc
Kansas
$17.7M -$292K -2,405 -2%
NLGIA
406
Nippon Life Global Investors Americas
New York
$17.7M -$1.98M -16,340 -10%
CM
407
CS McKee
Pennsylvania
$17.6M -$72.8K -600 -0.4%
HCMT
408
Highland Capital Management (Tennessee)
Tennessee
$17.5M +$1.1M +9,044 +7%
MNBTD
409
Moody National Bank Trust Division
Texas
$17.4M +$15.3M +126,115 +767%
Cohen & Steers
410
Cohen & Steers
New York
$17.4M +$8.76M +72,234 +103%
CTA
411
Carillon Tower Advisers
Florida
$17.4M -$347K -2,863 -2%
PAM
412
Private Asset Management
California
$17.3M -$47.2K -389 -0.3%
AIA
413
Affinity Investment Advisors
California
$17.3M +$2.59M +21,340 +18%
HCMNY
414
Howard Capital Management (New York)
New York
$17.3M +$100K +824 +0.6%
HIMC
415
Heritage Investors Management Corp
Maryland
$17.3M +$118K +972 +0.7%
GIA
416
Guyasuta Investment Advisors
Pennsylvania
$17.2M +$402K +3,316 +2%
GMI
417
Greystone Managed Investments
Saskatchewan, Canada
$17.2M -$646K -5,326 -4%
ABTD
418
Arvest Bank Trust Division
Oklahoma
$17.1M -$275K -2,270 -2%
IA
419
Icon Advisers
Colorado
$17M
TAF
420
Tredje AP-fonden
Sweden
$17M -$7.5M -61,807 -31%
SFM
421
Stack Financial Management
Montana
$17M -$431K -3,553 -2%
FNT
422
First National Trust
Pennsylvania
$16.9M +$731K +6,029 +5%
WTC
423
WhitTier Trust Company
Nevada
$16.9M -$32.4K -267 -0.2%
PFM
424
Parsec Financial Management
North Carolina
$16.9M -$198K -1,636 -1%
BB
425
Busey Bank
Illinois
$16.9M +$489K +4,029 +3%

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.