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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
IEFM
726
IQ EQ Fund Management
Ireland
$6.33M -$2.77M -22,831 -31%
ARMC
727
American Research & Management Company
Massachusetts
$6.32M +$47.9K +395 +0.8%
ZCA
728
Zeke Capital Advisors
Pennsylvania
$6.31M +$7.89K +65 +0.1%
KPCM
729
Kings Point Capital Management
New York
$6.29M -$188K -1,552 -3%
CW
730
Cobiz Wealth
Colorado
$6.28M -$45K -371 -0.7%
FIB
731
First Interstate Bank
Montana
$6.26M -$167K -1,380 -3%
SBIA
732
Sheaff Brock Investment Advisors
Indiana
$6.23M -$1.45M -11,965 -19%
FNBT
733
FineMark National Bank & Trust
Florida
$6.2M -$594K -4,895 -9%
TNBTD
734
Trustmark National Bank Trust Department
Mississippi
$6.2M +$311K +2,567 +5%
SOAMC
735
Spirit of America Management Corp
New York
$6.2M +$2.06M +17,000 +50%
PWP
736
Private Wealth Partners
California
$6.2M +$44.2K +364 +0.7%
MCM
737
Murphy Capital Management
New Jersey
$6.16M +$88.6K +730 +1%
CCT
738
Chemung Canal Trust
New York
$6.15M -$2.14M -17,637 -26%
CIC
739
Cornercap Investment Counsel
Georgia
$6.13M +$89.8K +740 +1%
BC
740
Brookfield Corp
Ontario, Canada
$6.12M
CC
741
ClearArc Capital
Ohio
$6.06M +$78.9K +650 +1%
IIM
742
Ipswich Investment Management
Massachusetts
$6.05M +$98.5K +812 +2%
LPT
743
Legacy Private Trust
Wisconsin
$6.03M -$479K -3,950 -7%
WSTAM
744
Wilbanks Smith & Thomas Asset Management
Virginia
$6.01M +$129K +1,060 +2%
VanEck Associates
745
VanEck Associates
New York
$5.99M +$204K +1,683 +4%
MDCM
746
Morgan Dempsey Capital Management
Wisconsin
$5.99M -$241K -1,985 -4%
AI
747
Atria Investments
North Carolina
$5.99M +$393K +3,236 +7%
GF
748
Goodman Financial
Texas
$5.99M +$14K +115 +0.2%
CM
749
Castleark Management
Illinois
$5.95M
CCFCSB
750
Cape Cod Five Cents Savings Bank
Massachusetts
$5.94M -$33.7K -278 -0.6%

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.