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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
FAM
1351
Fred Alger Management
New York
$1.58M -$485 -4 -0%
CWA
1352
Clarus Wealth Advisors
Arizona
$1.58M +$950K +7,834 +153%
SWA
1353
Sutton Wealth Advisors
Florida
$1.58M -$482K -3,975 -23%
SAM
1354
Shamrock Asset Management
Texas
$1.58M
PAS
1355
Partnervest Advisory Services
California
$1.58M +$24.5K +202 +2%
GCM
1356
Grisanti Capital Management
New York
$1.57M -$14.6K -120 -0.9%
MMG
1357
Monetary Management Group
Missouri
$1.57M -$12.1K -100 -0.8%
Wolverine Trading
1358
Wolverine Trading
Illinois
$1.57M -$1.94M -15,969 -55%
CFGS
1359
Concourse Financial Group Securities
Alabama
$1.56M +$1.55M +12,781 New
DBIA
1360
Dumont & Blake Investment Advisors
New Jersey
$1.56M +$69.8K +575 +5%
IWM
1361
IHT Wealth Management
Illinois
$1.56M +$97.2K +801 +7%
AWM
1362
Aries Wealth Management
Maine
$1.56M
CAN
1363
Claraphi Advisory Network
United States
$1.56M -$31.1K -256 -2%
MAA
1364
Mraz Amerine & Associates
California
$1.56M +$23.9K +197 +2%
SCM
1365
Sirios Capital Management
Massachusetts
$1.55M -$1.08M -8,906 -41%
LP
1366
LMR Partners
United Kingdom
$1.54M +$1.53M +12,619 New
AWA
1367
ARS Wealth Advisors
Florida
$1.54M +$5.22K +43 +0.3%
DWM
1368
Dynasty Wealth Management
Florida
$1.54M +$364K +2,999 +31%
CCM
1369
Condor Capital Management
New Jersey
$1.54M -$11.2K -92 -0.7%
ATC
1370
Adirondack Trust Company
New York
$1.54M +$94.6K +780 +7%
YMRC
1371
Yorktown Management & Research Company
Virginia
$1.53M
FWM
1372
Frontier Wealth Management
Missouri
$1.53M +$72.5K +598 +5%
AW
1373
ACG Wealth
Georgia
$1.53M -$32.6K -269 -2%
IAS
1374
IMA Advisory Services
Colorado
$1.53M +$6.07K +50 +0.4%
FWP
1375
FAS Wealth Partners
Kansas
$1.53M +$12.3K +101 +0.8%

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.