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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
GAM
1376
Gemmer Asset Management
California
$1.53M +$126K +1,042 +9%
GWCM
1377
Godshalk Welsh Capital Management
Pennsylvania
$1.53M -$12.1K -100 -0.8%
TSWM
1378
Triangle Securities Wealth Management
North Carolina
$1.51M -$1.21K -10 -0.1%
TRIM
1379
Thompson Rubinstein Investment Management
Oregon
$1.51M
WCM
1380
Wunderlich Capital Managemnt
Tennessee
$1.5M -$48.6K -401 -3%
Tudor Investment Corp
1381
Tudor Investment Corp
Connecticut
$1.5M +$1.49M +12,252 New
TCM
1382
Tradition Capital Management
New Jersey
$1.5M -$48.5K -400 -3%
CCM
1383
Chilton Capital Management
Texas
$1.49M -$7.4K -61 -0.5%
SAM
1384
Selway Asset Management
$1.49M +$4.25K +35 +0.3%
FFSOTS
1385
Fiduciary Financial Services of The Southwest
Texas
$1.48M
P
1386
Pitcairn
Pennsylvania
$1.48M -$41K -338 -3%
HL
1387
HeadInvest LLC
Maine
$1.48M -$65.4K -539 -4%
EFSCE
1388
Enterprise Financial Services Corp (EFSC)
Missouri
$1.47M -$20K -165 -1%
WPW
1389
Winthrop Partners - WNY
New York
$1.46M +$93.3K +769 +7%
IFWM
1390
Institute for Wealth Management
Colorado
$1.46M -$510K -4,205 -26%
EWM
1391
Edge Wealth Management
New York
$1.46M +$9.22K +76 +0.6%
LCM
1392
Liberty Capital Management
Michigan
$1.46M -$47.9K -395 -3%
PCMK
1393
Paragon Capital Management (Kansas)
Kansas
$1.46M -$38.8K -320 -3%
SSA
1394
Schonfeld Strategic Advisors
New York
$1.45M +$1.22M +10,017 +537%
DWA
1395
Divergent Wealth Advisors
Utah
$1.45M
TCM
1396
Teza Capital Management
Illinois
$1.45M -$428K -3,529 -23%
FSCM
1397
Front Street Capital Management
Montana
$1.44M -$2.67K -22 -0.2%
LMIM
1398
Lockheed Martin Investment Management
Maryland
$1.44M
CAI
1399
Capital Advisors Inc
Oklahoma
$1.43M +$10.7K +88 +0.8%
ACS
1400
Archford Capital Strategies
Illinois
$1.43M -$92.1K -759 -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.