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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
CGM
926
Centenus Global Management
New York
$3.67M -$6.07M -50,000 -63%
CVSCT
927
C.V. Starr & Co Trust
New York
$3.67M
PGIM
928
Pacific Global Investment Management
California
$3.65M +$686K +5,653 +23%
WSCM
929
Wellington Shields Capital Management
New York
$3.65M
BAM
930
Berkshire Asset Management
Pennsylvania
$3.64M +$27.8K +229 +0.8%
HSA
931
HBK Sorce Advisory
Pennsylvania
$3.64M -$13.5K -111 -0.4%
RMAM
932
Raab & Moskowitz Asset Management
New Jersey
$3.63M +$32.8K +270 +0.9%
OLA
933
Oliver Luxxe Assets
New Jersey
$3.63M -$415K -3,424 -11%
PPSG
934
Princeton Portfolio Strategies Group
New Jersey
$3.62M -$54.8K -452 -2%
QC
935
Quadrature Capital
United Kingdom
$3.61M +$3.32M +27,341 +1,243%
IA
936
IFG Advisory
Georgia
$3.61M -$182K -1,497 -5%
HAM
937
Highstreet Asset Management
Ontario, Canada
$3.61M +$1,000K +8,239 +39%
BTNA
938
Bremer Trust National Association
Minnesota
$3.59M +$650K +5,355 +22%
IFAM
939
Institutional & Family Asset Management
Colorado
$3.57M +$2.31K +19 +0.1%
SCA
940
Spearhead Capital Advisors
Florida
$3.56M +$108K +889 +3%
BCCM
941
Bridge Creek Capital Management
Massachusetts
$3.55M +$50K +412 +1%
WPC
942
White Pine Capital
Minnesota
$3.54M +$72.8K +600 +2%
KCMRT
943
Kemper Corp Master Retirement Trust
Illinois
$3.52M -$607K -5,000 -15%
PBO
944
Peoples Bank (Ohio)
Ohio
$3.52M -$134K -1,104 -4%
BFA
945
Benedict Financial Advisors
Georgia
$3.51M -$48K -396 -1%
EFS
946
Essex Financial Services
Connecticut
$3.5M -$1.21K -10 -0%
GIP
947
Greatmark Investment Partners
Georgia
$3.5M +$16.4K +135 +0.5%
PR
948
Payden & Rygel
California
$3.49M -$1.32M -10,900 -28%
1WA
949
180 Wealth Advisors
Washington
$3.49M -$26.4K -218 -0.8%
AHC
950
Adell Harriman & Carpenter
Texas
$3.49M +$27.1K +223 +0.8%

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.