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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
PFS
1176
Prospera Financial Services
Texas
$2.24M -$247K -2,033 -10%
RC
1177
Reik & Co
New York
$2.23M
WC
1178
Whitnell & Co
Illinois
$2.23M -$10.9K -90 -0.5%
BOCM
1179
Bontempo Ohly Capital Management
Maryland
$2.23M +$172K +1,421 +8%
VF
1180
Virtu Financial
New York
$2.22M +$2.21M +18,180 New
BOS
1181
Bingham Osborn & Scarborough
California
$2.22M -$4K -33 -0.2%
BST
1182
Bath Savings Trust
Maine
$2.22M -$39.4K -325 -2%
PNAA
1183
Pictet North America Advisors
Switzerland
$2.22M -$3.69M -30,413 -63%
AA
1184
Altman Advisors
Illinois
$2.21M -$1.74M -14,361 -44%
IBOK
1185
Independence Bank of Kentucky
Kentucky
$2.2M -$111K -916 -5%
WIC
1186
Whitegate Investment Counselors
New Hampshire
$2.2M -$54K -445 -2%
Acadian Asset Management
1187
Acadian Asset Management
Massachusetts
$2.19M -$1.09M -8,995 -33%
PP
1188
Pegasus Partners
Wisconsin
$2.19M +$63.9K +527 +3%
LGC
1189
Laurel Grove Capital
California
$2.19M +$140K +1,150 +7%
RMCM
1190
Reynders McVeigh Capital Management
Massachusetts
$2.18M -$55.7K -459 -3%
DHFB
1191
Dixon Hubard Feinour & Brown
Virginia
$2.18M -$12.1K -100 -0.6%
CCP
1192
Corient Capital Partners
California
$2.18M
BCFS
1193
Butensky & Cohen Financial Security
Florida
$2.17M +$8.49K +70 +0.4%
BFEC
1194
Benjamin F. Edwards & Company
Missouri
$2.17M +$8.25K +68 +0.4%
CWM
1195
CMH Wealth Management
New Hampshire
$2.17M +$137K +1,130 +7%
Wealth Enhancement Advisory Services
1196
Wealth Enhancement Advisory Services
Minnesota
$2.16M +$49.9K +411 +2%
LDB
1197
Lee, Danner & Bass
Tennessee
$2.16M -$12.3K -101 -0.6%
BCM
1198
Bourgeon Capital Management
Connecticut
$2.15M -$62.7K -517 -3%
NSB
1199
Norway Savings Bank
Maine
$2.15M -$37.4K -308 -2%
MCP
1200
Mirador Capital Partners
California
$2.15M +$74.9K +617 +4%

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.