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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
1SB
651
1ST Source Bank
Indiana
$7.69M -$485 -4 -0%
AAM
652
Autus Asset Management
Arizona
$7.68M +$150K +1,239 +2%
FMBTD
653
First Midwest Bank Trust Division
Illinois
$7.65M -$246K -2,029 -3%
AII
654
AGF Investments Inc
Ontario, Canada
$7.64M -$620K -5,107 -8%
FFBTD
655
First Financial Bank - Trust Division
Ohio
$7.64M +$119K +983 +2%
DY
656
Dowling & Yahnke
California
$7.59M +$20.9K +172 +0.3%
PCA
657
Peddock Capital Advisors
Massachusetts
$7.59M -$46.7K -385 -0.6%
SWM
658
SeaCrest Wealth Management
New York
$7.58M +$971 +8 +0%
AUB
659
Atlantic Union Bankshares
Virginia
$7.55M -$337K -2,775 -4%
PWLP
660
Prio Wealth Limited Partnership
Massachusetts
$7.51M -$38.2K -315 -0.5%
HA
661
Hamel Associates
New Jersey
$7.5M +$79.5K +655 +1%
FNFDCM
662
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7.49M +$96.6K +796 +1%
NCM
663
Nelson Capital Management
California
$7.48M +$155K +1,281 +2%
BWM
664
Buckley Wealth Management
Nevada
$7.46M +$521K +4,295 +8%
Verition Fund Management
665
Verition Fund Management
Connecticut
$7.45M +$6.98M +57,533 +1,690%
MYAM
666
Meiji Yasuda Asset Management
Japan
$7.45M +$177K +1,455 +2%
KFP
667
Keystone Financial Planning
Ohio
$7.45M -$3.88K -32 -0.1%
MCM
668
MAI Capital Management
Ohio
$7.37M +$78.4K +646 +1%
SFS
669
Sowell Financial Services
Arkansas
$7.37M +$163K +1,342 +2%
MA
670
Montag & Associates
Georgia
$7.35M -$12.1K -100 -0.2%
IA
671
IndexIQ Advisors
New York
$7.34M -$1.12M -9,192 -13%
CA
672
CapWealth Advisors
Tennessee
$7.33M +$786K +6,482 +12%
TCOT
673
Trust Company of Toledo
Ohio
$7.31M -$133K -1,095 -2%
MCTIC
674
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$7.27M -$2.43K -20 -0%
CA
675
Cetera Advisors
Colorado
$7.25M +$303K +2,496 +4%

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.