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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
WP
1401
WealthSource Partners
California
$1.43M -$407K -3,353 -22%
LA
1402
Lau Associates
Delaware
$1.43M -$108K -894 -7%
NB
1403
Northwest Bancshares
Pennsylvania
$1.42M +$97.8K +806 +7%
PWA
1404
Providence Wealth Advisors
Illinois
$1.42M -$3.4K -28 -0.2%
CASB
1405
Cape Ann Savings Bank
Massachusetts
$1.42M +$6.07K +50 +0.4%
RWP
1406
RWA Wealth Partners
Massachusetts
$1.41M -$10.2K -84 -0.7%
BC
1407
Blackhill Capital
New Jersey
$1.41M
AFNAS
1408
American Financial Network Advisory Services
California
$1.41M +$1.39M +11,452 +19,410%
GC
1409
Garde Capital
Washington
$1.4M +$24.3K +200 +2%
BCM
1410
Breiter Capital Management
Florida
$1.4M +$56.7K +467 +4%
PCMC
1411
Paragon Capital Management (Colorado)
Colorado
$1.39M +$1.09K +9 +0.1%
SWP
1412
Strategic Wealth Partners
Ohio
$1.39M +$187K +1,544 +16%
MCA
1413
Mercer Capital Advisers
New Jersey
$1.39M -$16.4K -135 -1%
EWM
1414
Elmwood Wealth Management
California
$1.38M -$7.16K -59 -0.5%
GIM
1415
Greylin Investment Management
Virginia
$1.37M -$36.4K -300 -3%
AWM
1416
Altavista Wealth Management
North Carolina
$1.37M -$10.1K -83 -0.7%
VST
1417
Van Strum & Towne
California
$1.37M
FMB
1418
Field & Main Bank
Kentucky
$1.36M -$69.8K -575 -5%
DJSG
1419
D.J. St. Germain
Massachusetts
$1.35M +$168K +1,383 +14%
TWM
1420
Torch Wealth Management
Ohio
$1.35M -$13.3K -110 -1%
JIC
1421
Joel Isaacson & Co
New York
$1.35M +$34.5K +284 +3%
SACTSONJ
1422
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.34M +$121K +1,000 +10%
WPP
1423
Whalerock Point Partners
Rhode Island
$1.34M
HBWM
1424
Hollow Brook Wealth Management
New York
$1.34M +$1.46K +12 +0.1%
CFSG
1425
Community Financial Services Group
Vermont
$1.33M -$21.8K -180 -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.