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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
Deutsche Bank
26
Deutsche Bank
Germany
$1.07B -$210M -1,731,982 -17%
TCIM
27
TIAA CREF Investment Management
New York
$959M -$38.5M -317,006 -4%
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$944M -$717M -5,906,651 -43%
AllianceBernstein
29
AllianceBernstein
Tennessee
$904M -$78.2M -644,904 -8%
Barrow, Hanley, Mewhinney & Strauss
30
Barrow, Hanley, Mewhinney & Strauss
Texas
$888M -$16.7M -138,027 -2%
Boston Partners
31
Boston Partners
Massachusetts
$888M -$21.3M -175,979 -2%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$844M -$6.1M -50,312 -0.7%
Aberdeen Group
33
Aberdeen Group
United Kingdom
$800M -$30.1M -248,172 -4%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$798M +$15.9M +131,239 +2%
Massachusetts Financial Services
35
Massachusetts Financial Services
Massachusetts
$755M -$15.5M -127,576 -2%
PPA
36
Parametric Portfolio Associates
Washington
$754M +$29.4M +242,219 +4%
Swiss National Bank
37
Swiss National Bank
Switzerland
$751M -$26.3M -217,100 -3%
UBS AM
38
UBS AM
Illinois
$748M -$220M -1,810,926 -23%
American Century Companies
39
American Century Companies
Missouri
$716M +$16M +132,185 +2%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$702M +$72.6M +598,463 +12%
LSV Asset Management
41
LSV Asset Management
Illinois
$685M +$1.39M +11,435 +0.2%
Federated Hermes
42
Federated Hermes
Pennsylvania
$636M -$29.3M -241,273 -4%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$625M +$38.5M +317,371 +7%
Fayez Sarofim & Co
44
Fayez Sarofim & Co
Texas
$624M -$4.99M -41,166 -0.8%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$613M -$5.92M -48,800 -1%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$598M +$18.2M +150,020 +3%
Principal Financial Group
47
Principal Financial Group
Iowa
$568M -$7.82M -64,435 -1%
Fisher Asset Management
48
Fisher Asset Management
Washington
$564M +$26.5M +218,456 +5%
AIG
49
American International Group
New York
$558M -$13.5M -111,171 -2%
TA
50
Teachers Advisors
New York
$551M +$14K +115 +0%

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.