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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
QFA
1326
Quattro Financial Advisors
Texas
$1.68M +$1.63M +13,424 New
FIG
1327
FundX Investment Group
California
$1.68M
GC
1328
Gratus Capital
Georgia
$1.67M -$24.4K -201 -1%
HPC
1329
Hobart Private Capital
North Carolina
$1.67M -$12.1K -100 -0.7%
QCG
1330
Quadrant Capital Group
Ohio
$1.66M -$2.31K -19 -0.1%
PL
1331
Plancorp LLC
Missouri
$1.65M -$343K -2,829 -17%
BA
1332
Birinyi Associates
Connecticut
$1.65M
NWP
1333
Northstar Wealth Partners
Connecticut
$1.64M +$115K +948 +8%
UBG
1334
United Bank (Georgia)
Georgia
$1.64M +$69.6K +574 +4%
FHA
1335
Flagship Harbor Advisors
Massachusetts
$1.64M -$14.8K -122 -0.9%
ITIM
1336
Indiana Trust & Investment Management
Indiana
$1.64M -$87.7K -723 -5%
RCM
1337
Radnor Capital Management
Pennsylvania
$1.63M +$37.4K +308 +2%
ST
1338
Somerset Trust
Pennsylvania
$1.63M +$13.5K +111 +0.8%
HK
1339
Horizon Kinetics
New York
$1.62M -$1.46K -12 -0.1%
NIS
1340
National Investment Services
Wisconsin
$1.62M +$1.61M +13,266 New
NDSI
1341
Newman Dignan & Sheerar Inc
Rhode Island
$1.62M -$13.3K -110 -0.8%
BL
1342
BFSG LLC
California
$1.61M +$11K +91 +0.7%
CL
1343
Choreo LLC
Illinois
$1.61M -$882K -7,268 -36%
SWK
1344
Stephen W. Kidder
$1.61M +$27.3K +225 +2%
BEAM
1345
Baker Ellis Asset Management
Washington
$1.6M +$56.8K +468 +4%
VCM
1346
Virtue Capital Management
Tennessee
$1.6M +$1.14M +9,357 +249%
MIM
1347
Marco Investment Management
Georgia
$1.6M +$7.04K +58 +0.4%
CK
1348
Cohen Klingenstein
New York
$1.59M
FCCM
1349
First City Capital Management
Georgia
$1.59M -$25.5K -210 -2%
HIC
1350
Holderness Investments Company
North Carolina
$1.59M +$728 +6 +0%

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.