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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
MIA
551
MainStreet Investment Advisors
Illinois
$10.1M +$702K +5,789 +8%
FSA
552
Franklin Street Advisors
North Carolina
$10.1M +$139K +1,149 +1%
RC
553
RegentAtlantic Capital
New Jersey
$9.98M -$314K -2,590 -3%
KRS
554
Kentucky Retirement Systems
Kentucky
$9.98M +$56.4K +465 +0.6%
FAAS
555
First Allied Advisory Services
California
$9.97M +$943K +7,774 +11%
NC
556
Nicholas Company
Wisconsin
$9.97M +$1.85M +15,270 +23%
MC
557
Moors & Cabot
Massachusetts
$9.96M +$559K +4,604 +6%
EGA
558
Eagle Global Advisors
Texas
$9.91M +$94.6K +780 +1%
AAIM
559
American Assets Investment Management
California
$9.88M
SAM
560
Sompo Asset Management
Japan
$9.8M +$2.21M +18,250 +29%
GCAC
561
Guardian Capital Advisors (Canada)
Ontario, Canada
$9.78M -$37.6K -310 -0.4%
CB
562
Chemical Bank
Michigan
$9.71M -$112K -926 -1%
SC
563
SouthState Corp
Florida
$9.7M +$1.34M +11,034 +16%
FCBT
564
First Citizens Bank & Trust
North Carolina
$9.7M -$30.6K -252 -0.3%
SSWM
565
Smith Salley Wealth Management
North Carolina
$9.68M -$125K -1,032 -1%
Walleye Trading
566
Walleye Trading
New York
$9.64M +$289K +2,380 +3%
SCM
567
Schnieders Capital Management
California
$9.63M -$1.25M -10,278 -12%
SFM
568
Systematic Financial Management
New Jersey
$9.63M -$206K -1,697 -2%
PA
569
Pinnacle Associates
New York
$9.6M +$118K +974 +1%
TTWM
570
TCV Trust & Wealth Management
Virginia
$9.58M +$11.5K +95 +0.1%
GIM
571
Grassi Investment Management
California
$9.56M -$72.3K -596 -0.8%
BCM
572
BTC Capital Management
Iowa
$9.54M -$529K -4,362 -5%
CG
573
Cutler Group
California
$9.5M +$6.83M +56,267 +263%
CIS
574
Connors Investor Services
Pennsylvania
$9.49M +$1.02M +8,396 +12%
JG
575
Jefferies Group
New York
$9.49M -$6.91M -56,972 -42%

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.