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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
WA
1476
Waverly Advisors
Alabama
$1.18M +$55.3K +456 +5%
CA
1477
Continuum Advisory
Idaho
$1.17M -$104K -858 -8%
CCM
1478
Chickasaw Capital Management
Tennessee
$1.17M -$63.7K -525 -5%
HCM
1479
HMS Capital Management
Tennessee
$1.17M -$34K -280 -3%
B
1480
Bridgeworth
Alabama
$1.17M +$143K +1,179 +12%
THWM
1481
Taylor Hoffman Wealth Management
Virginia
$1.17M
AF
1482
Advisornet Financial
Minnesota
$1.16M +$215K +1,771 +23%
KJWM
1483
Kiley Juergens Wealth Management
Washington
$1.16M -$11.4K -94 -1%
PWAG
1484
Polaris Wealth Advisory Group
California
$1.15M +$1.07M +8,822 +1,473%
BWP
1485
Baldwin Wealth Partners
Massachusetts
$1.15M +$15.2K +125 +1%
SFG
1486
StrategIQ Financial Group
Indiana
$1.15M +$37.1K +306 +3%
WBG
1487
Wharton Business Group
Pennsylvania
$1.14M
BW
1488
Bison Wealth
Georgia
$1.14M +$123K +1,013 +12%
ACC
1489
Accident Compensation Corp
New Zealand
$1.14M -$313K -2,583 -22%
DBRC
1490
D.B. Root & Company
Pennsylvania
$1.14M -$16.4K -135 -1%
CIM
1491
Corda Investment Management
Texas
$1.13M -$24.3K -200 -2%
PAMG
1492
Patton Albertson Miller Group
Tennessee
$1.13M -$10.9K -90 -0.9%
BRM
1493
Boston Research & Management
Massachusetts
$1.12M -$82.5K -680 -7%
DI
1494
Diligent Investors
California
$1.12M +$12.3K +101 +1%
MCM
1495
Mitchell Capital Management
Kansas
$1.12M +$103K +853 +10%
SFA
1496
Sequoia Financial Advisors
Ohio
$1.12M -$66.7K -550 -6%
CA
1497
Cambridge Advisors
Nebraska
$1.12M
BP
1498
Ballentine Partners
Massachusetts
$1.12M +$15.4K +127 +1%
EGA
1499
E&G Advisors
Texas
$1.11M
PV
1500
Private Vista
Illinois
$1.11M -$96.8K -798 -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.