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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
PWSG
1226
Pacific Wealth Strategies Group
California
$2.06M +$220K +1,817 +12%
BIM
1227
Bridgecreek Investment Management
Oklahoma
$2.04M
WA1
1228
Wimmer Associates 1
California
$2.04M -$34.2K -282 -2%
PAM
1229
PVG Asset Management
Colorado
$2.04M +$2.02M +16,666 New
EHWM
1230
Eads & Heald Wealth Management
Georgia
$2.03M +$66.8K +551 +3%
WPA
1231
Winning Points Advisors
Florida
$2.02M -$30.3K -250 -1%
FF
1232
Fluent Financial
Texas
$2.02M +$71.5K +589 +4%
WAM
1233
Weatherly Asset Management
California
$2.02M +$70.6K +582 +4%
FMT
1234
First Mercantile Trust
Tennessee
$2M -$266K -2,195 -12%
SIC
1235
Shoker Investment Counsel
Ohio
$2M -$2.43K -20 -0.1%
HB
1236
Homrich & Berg
Georgia
$1.99M +$107K +879 +6%
AFM
1237
Andesa Financial Management
Pennsylvania
$1.99M +$144K +1,189 +8%
SAM
1238
Seelaus Asset Management
New Jersey
$1.98M -$12.1K -100 -0.6%
KIG
1239
Kessler Investment Group
Indiana
$1.98M +$179K +1,478 +10%
MCM
1240
Monarch Capital Management
Indiana
$1.98M -$25.5K -210 -1%
HRC
1241
Hoertkorn Richard Charles
$1.98M
WFG
1242
Wills Financial Group
Virginia
$1.97M +$143K +1,178 +8%
DWM
1243
Dakota Wealth Management
Florida
$1.97M -$681K -5,614 -26%
AIM
1244
Acropolis Investment Management
Missouri
$1.97M -$85.9K -708 -4%
BCM
1245
Bluefin Capital Management
New York
$1.97M +$1.02M +8,387 +109%
SFFS
1246
Stonehage Fleming Financial Services
Jersey
$1.96M -$80.9K -667 -4%
VFA
1247
Valeo Financial Advisors
Indiana
$1.96M +$91.1K +751 +4%
SCA
1248
Sippican Capital Advisors
Massachusetts
$1.96M -$291K -2,402 -13%
IR
1249
IAT Reinsurance
New York
$1.96M
FAM
1250
Formidable Asset Management
Ohio
$1.95M -$5.34K -44 -0.3%

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.