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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
MCM
601
Maple Capital Management
Vermont
$8.74M +$99.6K +821 +1%
TCM
602
Tufton Capital Management
Maryland
$8.72M -$85.2K -702 -1%
TSW
603
Thompson Siegel & Walmsley
Virginia
$8.67M +$455K +3,751 +6%
FA
604
FDx Advisors
Illinois
$8.61M -$279K -2,300 -3%
NC
605
Northpointe Capital
Michigan
$8.6M -$1.39M -11,435 -14%
TU
606
TDAM USA
Ontario, Canada
$8.6M +$330K +2,723 +4%
BCP
607
Blue Chip Partners
Michigan
$8.54M +$305K +2,513 +4%
BFIC
608
Bedell Frazier Investment Counselling
California
$8.51M -$14.7K -121 -0.2%
BC
609
Brinker Capital
Pennsylvania
$8.51M +$213K +1,757 +3%
SGAM
610
Steinberg Global Asset Management
Florida
$8.49M -$5.7K -47 -0.1%
WS
611
Wedbush Securities
California
$8.48M +$176K +1,449 +2%
CIC
612
Canal Insurance Company
South Carolina
$8.47M
DP
613
Dearborn Partners
Illinois
$8.46M -$44K -363 -0.5%
SB
614
Simmons Bank
Arkansas
$8.46M +$216K +1,780 +3%
SLI
615
Sumitomo Life Insurance
Japan
$8.44M -$872K -7,185 -9%
KB
616
Kimelman & Baird
New York
$8.39M -$18.2K -150 -0.2%
FQ
617
First Quadrant
California
$8.36M -$3.33M -27,450 -29%
KLWA
618
Kelly Lawrence W & Associates
California
$8.35M -$42K -346 -0.5%
Qube Research & Technologies (QRT)
619
Qube Research & Technologies (QRT)
United Kingdom
$8.35M +$8.28M +68,285 New
LWCFA
620
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.34M -$57.1K -471 -0.7%
W
621
Wealthfront
California
$8.32M -$1.13M -9,343 -12%
APFBOT
622
Amica Pension Fund Board of Trustees
Rhode Island
$8.31M
GWM
623
Geneos Wealth Management
Colorado
$8.27M +$309K +2,549 +4%
AA
624
Ancora Advisors
Ohio
$8.27M +$2.22M +18,324 +37%
LSA
625
L & S Advisors
California
$8.26M +$490K +4,040 +6%

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.