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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
OWD
576
Osborn Williams & Donohoe
Ohio
$9.48M -$31.5K -260 -0.3%
CA
577
Callahan Advisors
Texas
$9.46M +$320K +2,634 +4%
BOTW
578
Bank of the West
California
$9.44M +$1.46M +12,030 +18%
Skandinaviska Enskilda Banken (SEB)
579
Skandinaviska Enskilda Banken (SEB)
Sweden
$9.42M +$619K +5,100 +7%
HCM
580
Howland Capital Management
Massachusetts
$9.4M +$56.9K +469 +0.6%
GP
581
Greenline Partners
New York
$9.39M -$71.8K -592 -0.8%
AAA
582
Adams Asset Advisors
Texas
$9.35M -$1.09K -9 -0%
LMGAM
583
Liberty Mutual Group Asset Management
Massachusetts
$9.34M
FHB
584
First Hawaiian Bank
Hawaii
$9.29M +$7.31M +60,236 +383%
GW
585
GW & Wade
Massachusetts
$9.26M -$56.5K -466 -0.6%
IA
586
IFP Advisors
Florida
$9.25M -$430K -3,545 -4%
GG
587
Greenwood Gearhart
Arkansas
$9.24M +$746K +6,150 +9%
JC
588
Jacobs & Co
California
$9.21M -$170K -1,398 -2%
BBA
589
BLB&B Advisors
Pennsylvania
$9.19M +$367K +3,028 +4%
M
590
MOTCO
Texas
$9.19M +$41.1K +339 +0.5%
MIM
591
Montgomery Investment Management
Maryland
$9.1M -$18.2K -150 -0.2%
SCM
592
Stonebridge Capital Management
California
$9.06M -$210K -1,727 -2%
OI
593
Oakbrook Investments
Illinois
$9.04M +$3.8M +31,310 +73%
SSB
594
Sandy Spring Bank
Maryland
$9.03M -$28.8K -237 -0.3%
RIG
595
Roosevelt Investment Group
New York
$8.99M +$21.5K +177 +0.2%
PCM
596
Palisade Capital Management
New Jersey
$8.97M -$101K -829 -1%
HWM
597
Holloway Wealth Management
Florida
$8.93M
VCA
598
Verdence Capital Advisors
Maryland
$8.88M +$3.03M +24,997 +53%
BRCM
599
Bright Rock Capital Management
Massachusetts
$8.8M
AMI
600
Amica Mutual Insurance
Rhode Island
$8.79M

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.