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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
WPW
1526
Waldron Private Wealth
Pennsylvania
$1.04M +$4.25K +35 +0.4%
CPA
1527
Court Place Advisors
Maryland
$1.04M +$107K +880 +11%
ADBIC
1528
A.D. Beadell Investment Counsel
Wisconsin
$1.04M
FCB
1529
First Command Bank
Texas
$1.03M -$27.3K -225 -3%
FCFS
1530
First Command Financial Services
Texas
$1.03M -$27.3K -225 -3%
WCM
1531
Windsor Capital Management
Arizona
$1.03M +$24.9K +205 +2%
SCM
1532
Sterneck Capital Management
Missouri
$1.03M -$278K -2,289 -21%
SCM
1533
Salem Capital Management
Massachusetts
$1.02M
AA
1534
Apriem Advisors
California
$1.02M -$20.7K -171 -2%
VRM
1535
Vectors Research Management
New York
$1.02M +$993K +8,183 New
CHJWM
1536
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.02M +$243 +2 +0%
SSWM
1537
Sheets Smith Wealth Management
North Carolina
$1.01M -$15.5K -128 -2%
LA
1538
LVW Advisors
New York
$1.01M +$2.67K +22 +0.3%
GLA
1539
Good Life Advisors
Pennsylvania
$1.01M +$31.4K +259 +3%
HCP
1540
Holt Capital Partners
Texas
$1M
EA
1541
Elm Advisors
California
$1M +$311K +2,560 +45%
CPIA
1542
Cornell Pochily Investment Advisors
New York
$1M -$10.1K -83 -1%
AWA
1543
Arete Wealth Advisors
Illinois
$1M +$9.22K +76 +0.9%
CG
1544
CFO4Life Group
Texas
$998K -$25.4K -209 -2%
JFA
1545
Johanson Financial Advisors
California
$997K -$18.1K -149 -2%
PWMAG
1546
Pinnacle Wealth Management Advisory Group
New Jersey
$995K +$17.3K +143 +2%
HA
1547
Halsey Associates
Connecticut
$993K
CII
1548
Capital International Inc
California
$988K +$83.7K +690 +9%
ACM
1549
Advisors Capital Management
New Jersey
$987K +$126K +1,042 +15%
NERM
1550
New England Research & Management
Illinois
$981K -$15.2K -125 -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.