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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
WCM
1201
Windward Capital Management
California
$2.14M +$45.1K +372 +2%
AR
1202
Advisory Research
Illinois
$2.13M +$5.58K +46 +0.3%
LWM
1203
Lyell Wealth Management
California
$2.13M +$250K +2,062 +13%
NSAM
1204
North Star Asset Management
Wisconsin
$2.13M -$66.7K -550 -3%
SC
1205
Savant Capital
Illinois
$2.13M -$243 -2 -0%
HFBOT
1206
Home Federal Bank of Tennessee
Tennessee
$2.12M -$849 -7 -0%
PLFAM
1207
Pineno Levin & Ford Asset Management
Virginia
$2.12M +$70.4K +580 +3%
SRAM
1208
Stone Ridge Asset Management
New York
$2.12M -$1.58M -13,038 -43%
SAM
1209
Sawgrass Asset Management
Florida
$2.12M -$37K -305 -2%
MC
1210
Martin & Co
Tennessee
$2.11M -$14K -115 -0.7%
SFSIG
1211
San Francisco Sentry Investment Group
California
$2.11M +$36.9K +304 +2%
CC
1212
Cornerstone Capital
California
$2.1M -$80.1K -660 -4%
CA
1213
Capital Advantage
California
$2.09M -$42.3K -349 -2%
MC
1214
MRJ Capital
New York
$2.09M
PMG
1215
ProVise Management Group
Florida
$2.09M -$30.3K -250 -1%
NPP
1216
New Potomac Partners
Maryland
$2.09M +$15.2K +125 +0.7%
SMFG
1217
Sumitomo Mitsui Financial Group
Japan
$2.08M +$24.1K +199 +1%
HH
1218
Hilltop Holdings
Texas
$2.08M -$155K -1,276 -7%
SL
1219
Summitry LLC
California
$2.08M +$39.3K +324 +2%
AIM
1220
Anchor Investment Management
South Carolina
$2.08M -$34.7K -286 -2%
PL
1221
Parthenon LLC
Kentucky
$2.07M -$146K -1,204 -7%
MWM
1222
Mission Wealth Management
California
$2.07M +$35.1K +289 +2%
CTA
1223
Colonial Trust Advisors
South Carolina
$2.07M -$10.9K -90 -0.5%
CMTU
1224
Capital Markets Trading (UK)
United Kingdom
$2.07M +$2.05M +16,896 New
SMC
1225
Smith, Moore & Co
Missouri
$2.06M +$45.7K +377 +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.