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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
BS
876
Boenning & Scattergood
Pennsylvania
$4.1M +$85K +701 +2%
NA
877
NewEdge Advisors
Louisiana
$4.07M -$241K -1,985 -6%
YIA
878
YHB Investment Advisors
Connecticut
$4.07M -$47.7K -393 -1%
BC
879
Burleson & Co
California
$4.05M -$116K -959 -3%
Cerity Partners
880
Cerity Partners
New York
$4.03M -$6.19K -51 -0.2%
BRWA
881
B. Riley Wealth Advisors
Florida
$4.02M -$147K -1,213 -4%
AIP
882
ARS Investment Partners
New York
$4.01M -$16.6K -137 -0.4%
Capital Fund Management (CFM)
883
Capital Fund Management (CFM)
France
$4.01M +$1.62M +13,350 +69%
RMDI
884
R.M. Davis Inc
Maine
$3.99M -$19.2K -158 -0.5%
PAI
885
Pittenger & Anderson Inc
Nebraska
$3.98M +$175K +1,445 +5%
DSC
886
Duncker Streett & Co
Missouri
$3.98M -$15.7K -129 -0.4%
HR
887
Howe & Rusling
New York
$3.98M +$53.5K +441 +1%
OIM
888
Opus Investment Management
Massachusetts
$3.97M +$2.43M +20,000 +160%
RHFI
889
Reilly Herbert Faulkner III
$3.96M +$90.7K +748 +2%
GIM
890
Guardian Investment Management
California
$3.93M -$127K -1,047 -3%
LFAS
891
Level Four Advisory Services
Texas
$3.93M -$2.85M -23,466 -42%
CB
892
Community Bank
New York
$3.92M -$96.8K -798 -2%
HC
893
Hampstead Capital
United Kingdom
$3.91M +$218K +1,800 +6%
PG
894
Pendal Group
Australia
$3.9M -$6.73M -55,491 -63%
ACM
895
Argyle Capital Management
Pennsylvania
$3.89M -$12.1K -100 -0.3%
CWM
896
Catamount Wealth Management
Connecticut
$3.88M -$62.4K -514 -2%
SBSB
897
Sullivan, Bruyette, Speros & Blaney
Virginia
$3.88M -$44.8K -369 -1%
CIS
898
Capital International Sarl
California
$3.87M -$442K -3,647 -10%
SIC
899
Salem Investment Counselors
North Carolina
$3.87M -$218K -1,799 -5%
TMAM
900
Tokio Marine Asset Management
Japan
$3.87M -$70.6K -582 -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.