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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
ACI
1276
Alpha Cubed Investments
California
$1.84M +$1.07M +8,831 +131%
WAS
1277
Winch Advisory Services
Wisconsin
$1.83M +$184K +1,516 +11%
CI
1278
Capital International
California
$1.83M -$806K -6,644 -31%
HAIM
1279
Hunter Associates Investment Management
Pennsylvania
$1.83M -$143K -1,178 -7%
NIC
1280
Northwest Investment Counselors
Oregon
$1.83M +$971 +8 +0.1%
GAMC
1281
Garner Asset Management Corp
Texas
$1.82M +$248K +2,047 +16%
MMPW
1282
Mitchell McLeod Pugh & Williams
Alabama
$1.82M +$27.9K +230 +2%
TA
1283
Tiedemann Advisors
New York
$1.8M +$728 +6 +0%
CB
1284
CNB Bank
Pennsylvania
$1.79M +$17K +140 +1%
CAL
1285
Capital Analysts LLC
Pennsylvania
$1.79M -$19.2K -158 -1%
OC
1286
Oarsman Capital
Wisconsin
$1.79M +$170K +1,401 +11%
BA
1287
Bennicas & Associates
California
$1.79M +$2.43K +20 +0.1%
SFP
1288
Shepherd Financial Partners
Massachusetts
$1.78M
MAM
1289
Morse Asset Management
Connecticut
$1.78M -$346K -2,850 -16%
TCMG
1290
TSP Capital Management Group
New Jersey
$1.78M -$1.77M -14,569 Closed
TCM
1291
Traynor Capital Management
Pennsylvania
$1.78M +$129K +1,065 +8%
CAC
1292
Certified Advisory Corp
Florida
$1.78M +$3.52K +29 +0.2%
BRA
1293
Blue Rock Advisors
Minnesota
$1.78M +$33.4K +275 +2%
BBWA
1294
Bell & Brown Wealth Advisors
California
$1.78M +$85.4K +704 +5%
KCM
1295
Karp Capital Management
California
$1.77M +$321K +2,642 +22%
CAAS
1296
Capital Asset Advisory Services
Michigan
$1.77M +$14.3K +118 +0.8%
AF
1297
Aldebaran Financial
$1.77M -$14.7K -121 -0.8%
EWM
1298
Empirical Wealth Management
Washington
$1.76M -$91.2K -752 -5%
GBBWRPM
1299
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.76M +$92.3K +761 +6%
KTC
1300
Kistler-Tiffany Companies
Pennsylvania
$1.76M +$27.3K +225 +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.