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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
CNC
1251
Citizens & Northern Corp
Pennsylvania
$1.95M +$327K +2,692 +20%
WA
1252
WBH Advisory
Maryland
$1.95M -$58.1K -479 -3%
IC
1253
Investment Counsel
Michigan
$1.94M -$15.3K -126 -0.7%
AWM
1254
Avior Wealth Management
Nebraska
$1.94M +$101K +830 +5%
HBT
1255
Hills Bank & Trust
Iowa
$1.93M +$88.4K +729 +5%
PHS
1256
Pekin Hardy Strauss
Illinois
$1.93M +$33.4K +275 +2%
BC
1257
Burney Company
Virginia
$1.92M -$372K -3,063 -16%
TNB
1258
Thomasville National Bank
Georgia
$1.92M +$23.1K +190 +1%
HCM
1259
Hodges Capital Management
Texas
$1.92M -$73.4K -605 -4%
SAM
1260
SignalPoint Asset Management
Missouri
$1.92M -$144K -1,189 -7%
OWIM
1261
Old West Investment Management
California
$1.9M
BFC
1262
Blue Fin Capital
Rhode Island
$1.9M -$70.9K -584 -4%
GAB
1263
German American Bancorp
Indiana
$1.89M +$2.91K +24 +0.2%
ODCM
1264
Old Dominion Capital Management
Virginia
$1.88M +$689K +5,676 +59%
PAM
1265
Paradigm Asset Management
New York
$1.88M +$1.86M +15,350 New
S
1266
SignatureFD
Georgia
$1.87M -$60.7K -500 -3%
FLPIM
1267
F.L. Putnam Investment Management
Massachusetts
$1.87M -$3.47M -28,606 -65%
CLOS
1268
Compagnie Lombard Odier SCmA
Switzerland
$1.86M -$590K -4,865 -24%
MLFP
1269
MPS Loria Financial Planners
Illinois
$1.86M -$121K -1,000 -6%
HKIM
1270
Hayek Kallen Investment Management
Alabama
$1.86M -$20K -165 -1%
CG
1271
Colony Group
Massachusetts
$1.85M +$25.5K +210 +1%
ESBC
1272
E.S. Barr & Co
Kentucky
$1.85M -$233K -1,922 -11%
WI
1273
WrapManager Inc
California
$1.85M -$41.7K -344 -2%
CG
1274
Caprock Group
Idaho
$1.84M +$176K +1,449 +11%
BWA
1275
BDO Wealth Advisors
Florida
$1.84M -$5.82K -48 -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.