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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
AFM
1501
Abbot Financial Management
Massachusetts
$1.11M +$51.1K +421 +5%
BMC
1502
Benin Management Corp
Connecticut
$1.1M -$72.8K -600 -6%
TF
1503
Tompkins Financial
New York
$1.1M +$23.4K +193 +2%
FNBOMD
1504
First National Bank of Mount Dora
Florida
$1.1M -$198K -1,632 -15%
WF
1505
WealthTrust Fairport
Ohio
$1.1M -$17.6K -145 -2%
FNBSF
1506
First National Bank Sioux Falls
South Dakota
$1.1M -$25.6K -211 -2%
MCM
1507
Manchester Capital Management
Vermont
$1.09M +$2.79K +23 +0.3%
WSC
1508
Wellington Shields & Co
New York
$1.09M +$47.1K +388 +5%
DW
1509
Domani Wealth
Pennsylvania
$1.09M -$7.28K -60 -0.7%
BWAM
1510
Boyd Watterson Asset Management
Ohio
$1.09M +$12.1K +100 +1%
GAAM
1511
Guinness Atkinson Asset Management
California
$1.09M
RCM
1512
RB Capital Management
Nevada
$1.09M -$794K -6,546 -42%
RA
1513
RFG Advisory
Alabama
$1.07M +$196K +1,615 +23%
DCM
1514
Donaldson Capital Management
Indiana
$1.07M +$273K +2,248 +35%
FPCG
1515
Fort Pitt Capital Group
Pennsylvania
$1.07M -$16.1K -133 -2%
PK
1516
Pflug Koory
Nebraska
$1.07M -$6.07K -50 -0.6%
AIA
1517
Allied Investment Advisors
Montana
$1.06M -$67.3K -555 -6%
OIA
1518
OneDigital Investment Advisors
Kansas
$1.06M +$196K +1,614 +23%
ANB
1519
Amarillo National Bank
Texas
$1.06M
BC
1520
Banced Corp
Illinois
$1.05M +$22.2K +183 +2%
SJIM
1521
St. Johns Investment Management
Florida
$1.05M -$47.6K -392 -4%
GCIA
1522
Gabelli & Co Investment Advisers
New York
$1.05M
POIA
1523
Pin Oak Investment Advisors
Texas
$1.05M -$62.5K -515 -6%
HPWM
1524
Highland Private Wealth Management
Washington
$1.05M +$5.46K +45 +0.5%
WMG
1525
WESCAP Management Group
California
$1.05M

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.