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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
BUB
776
BBVA USA Bancshares
Texas
$5.49M +$60.1K +495 +1%
SCA
777
Snowden Capital Advisors
New York
$5.47M -$173K -1,422 -3%
TAM
778
Tiverton Asset Management
Delaware
$5.42M -$2.12M -17,504 -28%
CCM
779
Cohen Capital Management
California
$5.4M -$36.4K -300 -0.7%
WB
780
Webster Bank
Connecticut
$5.4M -$76.6K -631 -1%
DAS
781
Dynamic Advisor Solutions
Arizona
$5.38M -$20.7K -171 -0.4%
KLC
782
Knowledge Leaders Capital
Colorado
$5.38M +$102K +838 +2%
SCA
783
Stonebridge Capital Advisors
Minnesota
$5.35M +$56.2K +463 +1%
HVIA
784
Hudson Valley Investment Advisors
New York
$5.33M -$63.9K -527 -1%
MYLI
785
Meiji Yasuda Life Insurance
Japan
$5.32M +$1.03M +8,500 +24%
GI
786
GAMCO Investors
Connecticut
$5.3M -$133K -1,100 -2%
NEAM
787
New England Asset Management
Connecticut
$5.3M +$23.7K +195 +0.5%
LKIM
788
Lawson Kroeker Investment Management
Nebraska
$5.28M +$399K +3,285 +8%
CIC
789
Carnegie Investment Counsel
Ohio
$5.26M +$1.93M +15,947 +57%
GCM
790
Garland Capital Management
Washington
$5.24M -$52.2K -430 -1%
MAM
791
Mastrapasqua Asset Management
Tennessee
$5.24M +$196K +1,617 +4%
CRWM
792
Castle Rock Wealth Management
California
$5.24M -$201K -1,659 -4%
EFIC
793
Eliot Finkel Investment Counsel
California
$5.22M -$303K -2,495 -6%
RB
794
Rodgers Brothers
Pennsylvania
$5.2M -$251K -2,066 -5%
PWW
795
Pettyjohn Wood & White
Virginia
$5.18M +$173K +1,430 +3%
ET
796
Equitable Trust
Tennessee
$5.17M -$126K -1,042 -2%
RWA
797
Ropes Wealth Advisors
Massachusetts
$5.15M -$63.6K -524 -1%
CA
798
Clearstead Advisors
Ohio
$5.15M +$168K +1,385 +3%
SWP
799
Stratos Wealth Partners
Ohio
$5.14M -$84.2K -694 -2%
FFA
800
First Foundation Advisors
California
$5.14M +$1.34M +11,029 +36%

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.