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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
PTC
801
Private Trust Company
Ohio
$5.11M -$66.5K -548 -1%
ELI
802
Empire Life Investments
Ontario, Canada
$5.11M -$10.7M -87,809 -68%
OTPPB
803
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.1M +$274K +2,262 +6%
MCM
804
Maryland Capital Management
Maryland
$5.08M +$92.9K +766 +2%
BCM
805
Brookmont Capital Management
Texas
$5.07M
CBN
806
Cadence Bank NA
Texas
$5.04M +$175K +1,443 +4%
MC
807
Middleton & Co
Massachusetts
$5M +$159K +1,309 +3%
TIM
808
Thompson Investment Management
Wisconsin
$5M +$55.8K +460 +1%
GHAM
809
Gilman Hill Asset Management
Connecticut
$4.98M -$31.5K -260 -0.6%
CAM
810
Columbia Asset Management
Michigan
$4.97M -$156K -1,285 -3%
NMIFOAC
811
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$4.96M +$497K +4,100 +11%
SWM
812
SVA Wealth Management
Wisconsin
$4.96M -$42.6K -351 -0.9%
LS
813
Livforsakringsbolaget Skandia
Sweden
$4.94M -$2.56M -21,100 -34%
LNWWM
814
Laird Norton Wetherby Wealth Management
California
$4.89M +$161K +1,325 +3%
TWA
815
TCI Wealth Advisors
Arizona
$4.89M -$23.5K -194 -0.5%
AHB
816
Abner Herrman & Brock
New Jersey
$4.88M +$298K +2,459 +7%
Envestnet Asset Management
817
Envestnet Asset Management
Illinois
$4.88M -$17.6M -145,378 -78%
ISB
818
Iowa State Bank
Iowa
$4.87M -$1.82K -15 -0%
APSI
819
Asset Planning Services Inc
Louisiana
$4.85M +$30.3K +250 +0.6%
First Manhattan
820
First Manhattan
New York
$4.82M +$243 +2 +0%
CBB
821
Citizens Business Bank
California
$4.8M -$46.8K -386 -1%
SRC
822
Shufro Rose & Co
New York
$4.79M -$72.7K -599 -2%
BFO
823
Boston Family Office
Massachusetts
$4.77M -$212K -1,749 -4%
IAA
824
Independent Advisor Alliance
North Carolina
$4.77M +$131K +1,078 +3%
BIAS
825
Beacon Investment Advisory Services
New Jersey
$4.75M +$4.71M +38,809 New

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.