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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
DIA
676
Dean Investment Associates
Ohio
$7.17M +$37.5K +309 +0.5%
Kayne Anderson Rudnick Investment Management
677
Kayne Anderson Rudnick Investment Management
California
$7.16M -$372K -3,070 -5%
CAPTRUST Financial Advisors
678
CAPTRUST Financial Advisors
North Carolina
$7.14M +$2.37M +19,519 +50%
BCM
679
Birmingham Capital Management
Alabama
$7.08M -$63.1K -520 -0.9%
CI
680
Cigna Investments
Connecticut
$7.07M -$1.27M -10,493 -14%
WSFS
681
Wilmington Savings Fund Society
Delaware
$7.06M +$5.58K +46 +0.1%
LW
682
Linscomb Wealth
Texas
$7.05M -$31.3K -258 -0.4%
AP
683
Advisor Partners
California
$7.01M +$211K +1,738 +3%
CIA
684
CCM Investment Advisers
South Carolina
$6.99M -$156K -1,285 -2%
Credit Agricole
685
Credit Agricole
France
$6.97M +$2.11M +17,417 +44%
CIA
686
Covington Investment Advisors
Pennsylvania
$6.96M +$44.9K +370 +0.7%
CWM
687
Calamos Wealth Management
Illinois
$6.95M -$448K -3,690 -6%
HT
688
HighTower Trust
Texas
$6.95M -$48.5K -400 -0.7%
SDJVC
689
St. Denis J. Villere & Co
Louisiana
$6.95M -$666K -5,490 -9%
B
690
Brightworth
Georgia
$6.91M +$128K +1,059 +2%
FB
691
Fulton Bank
Pennsylvania
$6.91M +$297K +2,451 +5%
BFIM
692
Beese Fulmer Investment Management
Ohio
$6.91M +$88.6K +730 +1%
DSI
693
Daiwa SB Investments
Japan
$6.9M -$289K -2,380 -4%
SAA
694
Southeast Asset Advisors
Georgia
$6.88M +$1.33K +11 +0%
SC
695
Stralem & Co
New York
$6.87M -$382K -3,150 -5%
AF
696
Ally Financial
Michigan
$6.85M +$6.79M +56,000 New
AF
697
Alerus Financial
North Dakota
$6.83M +$1.51M +12,458 +29%
MIC
698
Meridian Investment Counsel
California
$6.79M
1IA
699
1834 Investment Advisors
Wisconsin
$6.77M -$111K -915 -2%
GH
700
GAM Holding
Switzerland
$6.77M +$18K +148 +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.