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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
AB
1301
AT Bancorp
Iowa
$1.75M
Lido Advisors
1302
Lido Advisors
California
$1.74M +$151K +1,248 +10%
Capstone Investment Advisors
1303
Capstone Investment Advisors
New York
$1.74M +$889K +7,330 +106%
BJL
1304
Brighton Jones LLC
Washington
$1.74M -$14.7K -121 -0.8%
TPWA
1305
TRUE Private Wealth Advisors
Oregon
$1.72M -$3.76K -31 -0.2%
OC
1306
Oakworth Capital
Alabama
$1.72M +$77.2K +636 +5%
WAM
1307
Winslow Asset Management
Ohio
$1.72M -$86.1K -710 -5%
SCI
1308
Stableford Capital II
Arizona
$1.72M -$11.2K -92 -0.6%
MMHP
1309
Murphy Middleton Hinkle & Parker
Georgia
$1.72M +$728 +6 +0%
CC
1310
Chicago Capital
Illinois
$1.72M +$4.73K +39 +0.3%
SLF
1311
Sun Life Financial
Ontario, Canada
$1.71M -$267K -2,203 -14%
BDF
1312
Balasa Dinverno & Foltz
$1.71M -$98.3K -810 -5%
BCB
1313
Brian C. Broderick
$1.71M +$77.6K +640 +5%
NHC
1314
Nicholas Hoffman & Company
Georgia
$1.71M +$4.37K +36 +0.3%
CL
1315
CPWM LLC
Washington
$1.71M +$62.7K +517 +4%
WAP
1316
Wealthcare Advisory Partners
Pennsylvania
$1.7M -$5.46K -45 -0.3%
ANRIA
1317
American National Registered Investment Advisor
Texas
$1.7M -$243K -2,000 -13%
HIC
1318
Harvey Investment Company
Kentucky
$1.69M +$60.2K +496 +4%
NB
1319
Nicolet Bankshares
Wisconsin
$1.69M +$167K +1,373 +11%
MKC
1320
M. Kraus & Co
Vermont
$1.69M +$36.2K +298 +2%
VNIM
1321
Vaughan Nelson Investment Management
Texas
$1.69M
MPIA
1322
Mountain Pacific Investment Advisers
Idaho
$1.69M -$72.8K -600 -4%
CFMC
1323
Curbstone Financial Management Corp
New Hampshire
$1.69M +$163K +1,346 +11%
CPIG
1324
Chicago Partners Investment Group
Illinois
$1.69M +$874K +7,204 +87%
IIC
1325
Ironwood Investment Counsel
Arizona
$1.68M -$10.6K -87 -0.6%

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.