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
TYCC
1001
Texas Yale Capital Corp
Florida
$3.13M +$17K +140 +0.5%
PCTC
1002
Perkins Coie Trust Company
Washington
$3.13M +$5.09K +42 +0.2%
AAM
1003
Auxier Asset Management
Oregon
$3.12M -$42.5K -350 -1%
NFG
1004
Next Financial Group
Texas
$3.11M -$196K -1,614 -6%
AIM
1005
Artemis Investment Management
United Kingdom
$3.11M +$17.3K +143 +0.6%
AC
1006
Abbrea Capital
California
$3.11M -$102K -841 -3%
FG
1007
Fiduciary Group
Georgia
$3.11M +$32K +264 +1%
WEC
1008
Winslow Evans & Crocker
Massachusetts
$3.1M -$97.5K -804 -3%
HAG
1009
HighPoint Advisor Group
Illinois
$3.1M -$32.9K -271 -1%
Koshinski Asset Management
1010
Koshinski Asset Management
Illinois
$3.08M +$1.44M +11,848 +89%
Cetera Investment Advisers
1011
Cetera Investment Advisers
Illinois
$3.08M +$85.3K +703 +3%
QSS
1012
Quantitative Systematic Strategies
Florida
$3.07M +$1.76M +14,508 +137%
CC
1013
Cipher Capital
New York
$3.07M +$569K +4,686 +23%
MJP
1014
Michael J. Puzo
$3.06M +$57.6K +475 +2%
BRF
1015
B. Riley Financial
California
$3.06M +$2.6M +21,438 +593%
TH
1016
TCTC Holdings
Texas
$3.06M
ECML
1017
Eagle Capital Management (Louisiana)
Louisiana
$3.06M +$84.6K +697 +3%
HSA
1018
Hussman Strategic Advisors
Maryland
$3.06M
KFBMI
1019
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.06M
ST
1020
Smithfield Trust
Pennsylvania
$3.05M -$7.89K -65 -0.3%
BMC
1021
Beaton Management Company
Massachusetts
$3.05M +$24.3K +200 +0.8%
BMM
1022
Buffington Mohr McNeal
Idaho
$3.05M +$32.8K +270 +1%
WI
1023
WBI Investments
New Jersey
$3.04M +$3.02M +24,868 New
HPIA
1024
Hamilton Point Investment Advisors
North Carolina
$3.04M +$607 +5 +0%
GCM
1025
Gables Capital Management
Florida
$3.03M -$30.2K -249 -1%

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.