We are live on ! Find out more
CVX icon

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
CCM
826
Coldstream Capital Management
Washington
$4.73M +$272K +2,245 +6%
WIA
827
Wealthstreet Investment Advisors
Texas
$4.73M -$1.94K -16 -0%
SCM
828
Sitrin Capital Management
California
$4.73M +$75.8K +625 +2%
AF
829
Allworth Financial
California
$4.71M +$215K +1,776 +5%
IB
830
Intrust Bank
Kansas
$4.71M -$6.55K -54 -0.1%
AF
831
Arrow Financial
New York
$4.68M +$44.3K +365 +1%
GIP
832
Granite Investment Partners
California
$4.63M -$107K -880 -2%
RWM
833
RKL Wealth Management
Pennsylvania
$4.62M -$161K -1,323 -3%
HI
834
HBK Investments
Texas
$4.59M +$4.56M +37,565 New
AMIM
835
Aull & Monroe Investment Management
Alabama
$4.57M +$28.5K +235 +0.6%
BAM
836
Barrett Asset Management
New York
$4.56M +$127K +1,050 +3%
SWM
837
Stockman Wealth Management
Montana
$4.55M +$288K +2,376 +7%
CT
838
Chicago Trust
Illinois
$4.54M +$32.1K +265 +0.7%
IMOV
839
Investment Management of Virginia
Virginia
$4.51M +$100K +828 +2%
BCM
840
Boltwood Capital Management
California
$4.51M +$12.1K +100 +0.3%
FNBTCON
841
First National Bank & Trust Co of Newtown
Pennsylvania
$4.49M -$32K -264 -0.7%
SFS
842
Strategic Financial Services
New York
$4.45M -$130K -1,070 -3%
CWP
843
Capital Wealth Planning
Florida
$4.44M -$806K -6,646 -15%
FA
844
FMA Advisory
Pennsylvania
$4.44M +$10.2K +84 +0.2%
CAM
845
Cypress Asset Management
Texas
$4.43M +$97.3K +802 +2%
AOWM
846
Alpha Omega Wealth Management
Virginia
$4.43M +$22.8K +188 +0.5%
JFA
847
JNBA Financial Advisors
Minnesota
$4.43M +$3.75M +30,916 +583%
KRSITF
848
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.43M +$25.1K +207 +0.6%
AAF
849
Andra AP-fonden
Sweden
$4.35M +$158K +1,300 +4%
JFGIW
850
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.34M +$76.9K +634 +2%

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.