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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
CCA
1076
Checchi Capital Advisers
California
$2.73M +$202K +1,664 +8%
LC
1077
LCNB Corp
Ohio
$2.71M -$29.5K -243 -1%
GFA
1078
Gifford Fong Associates
California
$2.71M
NO
1079
Ninety One
South Africa
$2.71M +$644K +5,309 +31%
SHA
1080
Seneca House Advisors
Virginia
$2.7M +$162K +1,332 +6%
LA
1081
Legacy Advisors
Pennsylvania
$2.7M +$1.09M +8,978 +68%
BBI
1082
Baxter Bros Inc
Connecticut
$2.7M -$39.8K -328 -1%
EM
1083
Excalibur Management
Massachusetts
$2.69M -$30.9K -255 -1%
MTC
1084
McDaniel Terry & Co
Texas
$2.68M +$364 +3 +0%
KA
1085
Kovack Advisors
Florida
$2.66M +$214K +1,761 +9%
BCM
1086
Baltimore Capital Management
Maryland
$2.65M -$225K -1,851 -8%
MA
1087
Marshwinds Advisory
Georgia
$2.64M -$10.3K -85 -0.4%
RC
1088
Roundview Capital
New Jersey
$2.63M -$41.2K -340 -2%
APP
1089
Avantax Planning Partners
Iowa
$2.62M -$49.6K -409 -2%
ACM
1090
Adalta Capital Management
New York
$2.62M
ST
1091
Sabal Trust
Florida
$2.62M
SCP
1092
Syntal Capital Partners
Texas
$2.62M +$33K +272 +1%
CSS
1093
Cubist Systematic Strategies
Connecticut
$2.61M -$2.65M -21,883 -51%
IC
1094
Inverness Counsel
New York
$2.61M -$789K -6,507 -23%
MHS
1095
M Holdings Securities
Oregon
$2.61M +$45.1K +372 +2%
BRWM
1096
B. Riley Wealth Management
Tennessee
$2.6M +$2.58M +21,242 New
CCM
1097
Compton Capital Management
Rhode Island
$2.59M +$1.21K +10 +0%
NSIM
1098
North Star Investment Management
Illinois
$2.58M +$1.82K +15 +0.1%
NCM
1099
Neumann Capital Management
California
$2.58M -$39.4K -325 -2%
SMG
1100
Spectrum Management Group
Indiana
$2.57M -$58.2K -480 -2%

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.