We are live on ! Find out more
CVX icon

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
TD Asset Management
101
TD Asset Management
Ontario, Canada
$184M +$1.2M +9,896 +0.7%
GT
102
Glenmede Trust
Pennsylvania
$183M -$4.8M -39,550 -3%
Los Angeles Capital Management
103
Los Angeles Capital Management
California
$181M -$10.7M -88,320 -6%
Korea Investment Corp
104
Korea Investment Corp
South Korea
$178M -$20.4M -168,116 -10%
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$178M +$6.31M +52,040 +4%
TG
106
TCW Group
California
$169M -$17.3M -142,759 -9%
CIBC Private Wealth Group
107
CIBC Private Wealth Group
Georgia
$168M +$19.2M +158,232 +13%
M&T Bank
108
M&T Bank
New York
$163M +$566K +4,669 +0.4%
Citigroup
109
Citigroup
New York
$162M +$11.2M +92,701 +8%
Retirement Systems of Alabama
110
Retirement Systems of Alabama
Alabama
$162M +$14M +115,202 +10%
Russell Investments Group
111
Russell Investments Group
United Kingdom
$162M -$27.2M -224,590 -15%
Baird Financial Group
112
Baird Financial Group
Wisconsin
$161M +$3.66M +30,128 +2%
Ohio Public Employees Retirement System (OPERS)
113
Ohio Public Employees Retirement System (OPERS)
Ohio
$158M -$14.1M -116,038 -8%
Toronto Dominion Bank
114
Toronto Dominion Bank
Ontario, Canada
$158M +$5.37M +44,264 +4%
RJFSA
115
Raymond James Financial Services Advisors
Florida
$157M +$8.8M +72,559 +6%
AL
116
AJO LP
Pennsylvania
$157M -$2.63M -21,654 -2%
WRF
117
Waddell & Reed Financial
Kansas
$154M +$7.28M +60,013 +5%
HA
118
Homestead Advisers
Virginia
$153M
CA
119
Cortland Advisers
Delaware
$153M
SCCM
120
Schafer Cullen Capital Management
New York
$149M +$924K +7,617 +0.6%
SB
121
Suntrust Banks
Georgia
$147M -$699K -5,762 -0.5%
First Trust Advisors
122
First Trust Advisors
Illinois
$146M +$7.39M +60,911 +5%
Point72 Asset Management
123
Point72 Asset Management
Connecticut
$146M +$40.5M +333,635 +39%
SBAM
124
Santa Barbara Asset Management
California
$145M -$1.19M -9,838 -0.8%
Treasurer of the State of North Carolina
125
Treasurer of the State of North Carolina
North Carolina
$143M +$46.4M +382,164 +49%

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.