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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
SMM
1426
Stadion Money Management
Georgia
$1.33M -$98.5K -812 -7%
FANJ
1427
Financial Architects (New Jersey)
New Jersey
$1.32M -$201K -1,658 -13%
HPCM
1428
High Pointe Capital Management
Illinois
$1.32M
UA
1429
Unison Advisors
District of Columbia
$1.32M +$11.5K +95 +0.9%
CIM
1430
CIM Investment Management
Pennsylvania
$1.31M -$728 -6 -0.1%
IC
1431
InterOcean Capital
Illinois
$1.3M -$44.4K -366 -3%
GRQ
1432
Gardner Russo & Quinn
Pennsylvania
$1.3M -$44.9K -370 -3%
FPS
1433
Fieldpoint Private Securities
Connecticut
$1.3M +$134K +1,101 +12%
NME
1434
Notis-McConarty Edward
$1.3M
DAM
1435
Delta Asset Management
Tennessee
$1.3M +$18.8K +155 +1%
BAM
1436
Belpointe Asset Management
Nevada
$1.3M +$692K +5,701 +116%
UCMOK
1437
United Capital Management of KS
Kansas
$1.29M +$1.31M +10,835 New
FTC
1438
Farmers Trust Company
Ohio
$1.29M -$30.6K -252 -2%
RWM
1439
Ritholtz Wealth Management
New York
$1.28M -$61.9K -510 -5%
SFG
1440
Summit Financial Group
West Virginia
$1.28M
BFO
1441
Biltmore Family Office
North Carolina
$1.27M -$167K -1,377 -12%
PGWM
1442
Parisi Gray Wealth Management
New Jersey
$1.27M +$46.8K +386 +4%
NIM
1443
Nexus Investment Management
Ontario, Canada
$1.27M -$36.4K -300 -3%
LJHT
1444
Laurie J. Hall Trustee
$1.27M -$29.4K -242 -2%
PI
1445
PHH Investments
Texas
$1.27M -$23.8K -196 -2%
ARMT
1446
Amica Retiree Medical Trust
Rhode Island
$1.26M
WCF
1447
West Coast Financial
California
$1.26M +$138K +1,137 +12%
SC
1448
Slow Capital
California
$1.25M +$33.6K +277 +3%
MIM
1449
Miller Investment Management
Pennsylvania
$1.25M
EP
1450
Edgestream Partners
New Jersey
$1.25M +$1.24M +10,191 New

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.