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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
MFBTD
751
MB Financial Bank - Trust Department
Illinois
$5.91M +$3.46M +28,517 +144%
FBT
752
First Bankers Trust
Kentucky
$5.89M -$44.2K -364 -0.8%
PTB
753
Pioneer Trust Bank
Oregon
$5.88M -$86.1K -710 -1%
WC
754
Whitney & Co
New York
$5.86M +$55.6K +458 +0.9%
WWM
755
Willingdon Wealth Management
North Carolina
$5.84M +$439K +3,615 +8%
LWAC
756
Laurel Wealth Advisors (California)
California
$5.83M +$218K +1,801 +4%
AIP
757
Ameritas Investment Partners
Nebraska
$5.79M -$97.5K -804 -2%
AT
758
Arden Trust
Delaware
$5.76M -$61.5K -507 -1%
BCM
759
Buckhead Capital Management
Georgia
$5.74M -$7.28K -60 -0.1%
NFC
760
Northeast Financial Consultants
Connecticut
$5.74M -$1.1M -9,095 -16%
BIA
761
Biondo Investment Advisors
Pennsylvania
$5.74M +$106K +873 +2%
SCI
762
SkyBridge Capital II
New York
$5.72M -$363K -2,992 -6%
NEI
763
Northwest & Ethical Investments
Ontario, Canada
$5.71M +$173K +1,425 +3%
DMIC
764
Dixon Mitchell Investment Counsel
British Columbia, Canada
$5.68M -$14K -115 -0.2%
SS
765
Simplicity Solutions
Minnesota
$5.68M +$1.47M +12,122 +35%
FM
766
Foster & Motley
Ohio
$5.67M -$175K -1,439 -3%
BMO
767
Beck Mack & Oliver
New York
$5.65M -$1.23M -10,133 -18%
LIM
768
Leavell Investment Management
Alabama
$5.65M +$127K +1,044 +2%
SHGA
769
Sand Hill Global Advisors
California
$5.63M -$16K -132 -0.3%
LIC
770
Lodestar Investment Counsel
Illinois
$5.58M +$558K +4,600 +11%
FBC
771
Fairfield, Bush & Co
Connecticut
$5.56M -$448K -3,695 -8%
CS
772
Comerica Securities
Michigan
$5.55M -$1.04M -8,611 -16%
FMC
773
First Merchants Corp
Indiana
$5.52M -$130K -1,069 -2%
RP
774
Rowlandmiller & Partners
Georgia
$5.51M -$79K -651 -1%
ACM
775
Aviance Capital Management
Florida
$5.51M -$217K -1,791 -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.