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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
RWM
1051
Rench Wealth Management
Texas
$2.84M +$121 +1 +0%
CIM
1052
CenturyLink Investment Management
Colorado
$2.84M -$337K -2,781 -11%
FLI
1053
Family Legacy Inc
South Carolina
$2.83M +$14.2K +117 +0.5%
HIC
1054
Hartline Investment Corp
Illinois
$2.83M -$189K -1,557 -6%
NIM
1055
NXG Investment Management
Texas
$2.83M
DAM
1056
Doheny Asset Management
California
$2.83M +$118K +975 +4%
WTB
1057
Washington Trust Bank
Washington
$2.82M -$42.5K -350 -1%
SPC
1058
Salient Private Client
Texas
$2.82M +$33.7K +278 +1%
BAS
1059
Brown Advisory Securities
Maryland
$2.8M +$63.6K +524 +2%
BHIA
1060
Birch Hill Investment Advisors
Massachusetts
$2.8M -$17.1K -141 -0.6%
SS
1061
Sunbelt Securities
Texas
$2.8M +$252K +2,078 +10%
LI
1062
Longer Investments
Arkansas
$2.8M -$290K -2,390 -9%
LM
1063
Lincluden Management
Ontario, Canada
$2.8M -$109K -895 -4%
PRS
1064
Pinkerton Retirement Specialists
Idaho
$2.8M -$15.4K -127 -0.6%
RCAG
1065
Rehmann Capital Advisory Group
Michigan
$2.79M -$45.7K -377 -2%
SFWA
1066
Summit Financial Wealth Advisors
Louisiana
$2.78M +$1.06M +8,738 +58%
APA
1067
American Portfolios Advisors
New York
$2.77M +$411K +3,391 +18%
PWAP
1068
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.77M -$20K -165 -0.7%
MJRIC
1069
Mogy Joel R Investment Counsel
California
$2.77M -$50K -412 -2%
OA
1070
Oxbow Advisors
Texas
$2.76M +$65.3K +538 +2%
RIL
1071
Rothschild Investment LLC
Illinois
$2.76M +$51.8K +427 +2%
LNB
1072
Ledyard National Bank
$2.75M -$6.92K -57 -0.3%
QT
1073
Quantbot Technologies
New York
$2.74M -$4.37M -35,995 -62%
AWM
1074
Avitas Wealth Management
California
$2.74M +$108K +889 +4%
CFA
1075
Carroll Financial Associates
North Carolina
$2.73M +$69.9K +576 +3%

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.