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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
OAM
526
Oak Asset Management
California
$11.1M -$110K -907 -1%
NRS
527
Neville Rodie & Shaw
New York
$11.1M -$3.64K -30 -0%
CAM
528
Carret Asset Management
New York
$11.1M -$7.4K -61 -0.1%
ECM
529
ETrade Capital Management
Virginia
$11.1M -$384K -3,164 -3%
CIC
530
Cutler Investment Counsel
Oregon
$11M -$280K -2,304 -2%
BBHC
531
Brown Brothers Harriman & Co
New York
$11M -$547K -4,509 -5%
MAM
532
Martingale Asset Management
Massachusetts
$11M +$8.91M +73,406 +443%
LC
533
Lourd Capital
California
$11M -$598K -4,927 -5%
GCC
534
Guardian Capital (Canada)
Ontario, Canada
$11M +$9.26M +76,303 +570%
RMC
535
Resources Management Corp
Connecticut
$10.9M +$10.8M +88,981 New
GD
536
Grandfield & Dodd
New York
$10.8M -$35.5K -293 -0.3%
SPIA
537
Steward Partners Investment Advisory
New York
$10.6M +$1.78M +14,704 +20%
FBP
538
Flippin Bruce & Porter
Virginia
$10.6M +$506K +4,171 +5%
NB
539
NBT Bank
New York
$10.6M -$612K -5,046 -5%
FAB
540
First American Bank
Illinois
$10.6M +$10.5M +86,512 New
CCMD
541
Cypress Capital Management (Delaware)
Delaware
$10.5M -$161K -1,324 -2%
1832 Asset Management
542
1832 Asset Management
Ontario, Canada
$10.5M -$1.51M -12,424 -12%
LRPA
543
L. Roy Papp & Associates
Arizona
$10.5M -$82.3K -678 -0.8%
VV
544
Verity & Verity
South Carolina
$10.4M -$155K -1,274 -1%
CCT
545
Country Club Trust
Missouri
$10.4M +$136K +1,124 +1%
DLA
546
Douglas Lane & Associates
New York
$10.4M +$3.45M +28,474 +50%
ECM
547
Estabrook Capital Management
New York
$10.2M -$102K -841 -1%
Parallax Volatility Advisers
548
Parallax Volatility Advisers
California
$10.1M +$10.1M +82,956 New
FMII
549
Farmers & Merchants Investments Inc
Nebraska
$10.1M -$13.6K -112 -0.1%
WP
550
WMS Partners
Maryland
$10.1M +$25.7K +212 +0.3%

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.