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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
NAM
1026
NTV Asset Management
West Virginia
$3.02M +$14K +115 +0.5%
EF
1027
Exeter Financial
Arizona
$3.02M +$33.8K +279 +1%
NIMI
1028
Natixis Investment Managers International
France
$3.01M +$454K +3,745 +18%
DT
1029
Diversified Trust
Tennessee
$3.01M +$885K +7,297 +42%
SGCA
1030
Steel Grove Capital Advisors
Tennessee
$2.98M +$1.32M +10,849 +80%
MBT
1031
Montecito Bank & Trust
California
$2.98M -$192K -1,582 -6%
TCM
1032
Telos Capital Management
California
$2.98M -$97.7K -805 -3%
MSAM
1033
Moloney Securities Asset Management
Missouri
$2.97M +$17.2K +142 +0.6%
BIC
1034
Beach Investment Counsel
Pennsylvania
$2.97M
PI
1035
Pettee Investors
Connecticut
$2.96M +$12.1K +100 +0.4%
RG
1036
Rikoon Group
New Mexico
$2.94M -$67.1K -553 -2%
PCFFS
1037
Pacific Center for Financial Services
California
$2.94M +$75.5K +622 +3%
WA
1038
WealthTrust Axiom
Pennsylvania
$2.94M -$5.82K -48 -0.2%
LCP
1039
Legacy Capital Partners
Wisconsin
$2.94M -$60.7K -500 -2%
VFM
1040
Viking Fund Management
North Dakota
$2.94M +$164K +1,350 +6%
PH
1041
Pinnacle Holdings
Oklahoma
$2.93M -$7.16K -59 -0.2%
FCH
1042
Freestone Capital Holdings
Washington
$2.89M +$130K +1,068 +5%
CIA
1043
Choate Investment Advisors
Massachusetts
$2.89M -$61.6K -508 -2%
PFSC
1044
Peoples Financial Services Corp
Pennsylvania
$2.89M +$573K +4,720 +25%
QCM
1045
Quadrant Capital Management
New Jersey
$2.88M +$86.9K +716 +3%
BRA
1046
Biechele Royce Advisors
Indiana
$2.88M -$16.4K -135 -0.6%
NONA
1047
Ninety One North America
New York
$2.87M +$687K +5,661 +32%
CWM
1048
Concentric Wealth Management
California
$2.86M -$35.4K -292 -1%
BWM
1049
BerganKDV Wealth Management
Minnesota
$2.85M +$55.3K +456 +2%
ST
1050
Spinnaker Trust
Maine
$2.85M +$146K +1,200 +5%

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.