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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
BO
951
Bank OZK
Arkansas
$3.48M -$14K -115 -0.4%
HCM
952
Hutchinson Capital Management
California
$3.48M +$239K +1,970 +7%
FCMT
953
Founders Capital Management (Texas)
Texas
$3.46M -$6.07K -50 -0.2%
ST
954
Sentinel Trust
Texas
$3.45M +$1.66M +13,720 +95%
MCP
955
Martin Capital Partners
Oregon
$3.45M +$87K +717 +3%
CHC
956
City Holding Co
West Virginia
$3.44M -$18.2K -150 -0.5%
AAM
957
Azzad Asset Management
Virginia
$3.44M -$128K -1,055 -4%
FIM
958
Frontier Investment Management
Texas
$3.44M +$51.1K +421 +2%
PI
959
PEAK6 Investments
Illinois
$3.42M +$3.4M +28,007 New
BOS
960
Bank of Stockton
California
$3.42M +$378K +3,115 +13%
ECM
961
Evergreen Capital Management
Washington
$3.41M +$204K +1,680 +6%
OCM
962
One Capital Management
California
$3.4M +$16.1K +133 +0.5%
TC
963
Telemus Capital
Michigan
$3.39M +$124K +1,025 +4%
MHIC
964
Marble Harbor Investment Counsel
Massachusetts
$3.37M
FMTCOCP
965
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.36M -$18.2K -150 -0.5%
PFS
966
Physicians Financial Services
North Carolina
$3.36M
DLCIG
967
D.L. Carlson Investment Group
New Hampshire
$3.36M +$32.3K +266 +1%
EIM
968
Essex Investment Management
Massachusetts
$3.34M -$14.9K -123 -0.4%
EI
969
EDMP Inc
Florida
$3.34M -$25.5K -210 -0.8%
NCM
970
Narwhal Capital Management
Georgia
$3.34M +$6.07K +50 +0.2%
CT
971
Coastline Trust
Rhode Island
$3.33M -$9.71K -80 -0.3%
KTM
972
Keeler Thomas Management
Utah
$3.31M +$105K +866 +3%
LCM
973
LVM Capital Management
Michigan
$3.3M -$57.9K -477 -2%
NL
974
NWAM LLC
Washington
$3.27M +$36.5K +301 +1%
SFSG
975
Stearns Financial Services Group
North Carolina
$3.27M +$11.8K +97 +0.4%

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.