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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
GBT
1151
Grove Bank & Trust
Florida
$2.32M -$84.1K -693 -4%
PCA
1152
Private Capital Advisors
Connecticut
$2.32M
RAM
1153
Redmond Asset Management
Virginia
$2.31M -$57.6K -475 -2%
WF
1154
WoodTrust Financial
Wisconsin
$2.31M +$86.3K +711 +4%
RE
1155
RBC Europe
United Kingdom
$2.31M +$140K +1,150 +6%
FBT
1156
First Bank & Trust
South Dakota
$2.3M -$20.4K -168 -0.9%
HW
1157
Hedeker Wealth
Illinois
$2.3M -$20K -165 -0.9%
SAM
1158
Smithbridge Asset Management
Pennsylvania
$2.3M
B
1159
Bailard
California
$2.3M -$120K -987 -5%
TH
1160
Timber Hill
Connecticut
$2.29M +$1.72M +14,155 +307%
PBT
1161
Pictet Bank & Trust
Bahamas
$2.29M +$121K +1,000 +6%
SAM
1162
Strategy Asset Managers
California
$2.28M +$3.4K +28 +0.2%
CIP
1163
Convergence Investment Partners
Florida
$2.28M -$3.41M -28,079 -60%
FI
1164
FormulaFolio Investments
Michigan
$2.27M -$99.1K -817 -4%
MNG
1165
Manning & Napier Group
New York
$2.27M +$43.7K +360 +2%
NCMW
1166
Northern Capital Management (Wisconsin)
Wisconsin
$2.27M +$51.6K +425 +2%
LAIC
1167
Lederer & Associates Investment Counsel
California
$2.27M +$35.8K +295 +2%
CIAS
1168
Capital Investment Advisory Services
North Carolina
$2.27M +$99.7K +822 +5%
AFA
1169
Arlington Financial Advisors
California
$2.26M +$21.6K +178 +0.9%
HT
1170
Heritage Trust
Oklahoma
$2.26M -$94.5K -779 -4%
MSS
1171
Mitchell Sinkler & Starr
Pennsylvania
$2.26M -$97.1K -800 -4%
SBWM
1172
Sunflower Bank Wealth Management
Arizona
$2.26M -$246K -2,030 -10%
BWL
1173
Bogart Wealth LLC
Virginia
$2.26M +$133K +1,097 +6%
HCM
1174
Hall Capital Management
Rhode Island
$2.25M +$87.7K +723 +4%
HI
1175
Horizon Investments
North Carolina
$2.25M +$106K +872 +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.