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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
SBL
1551
Sargent Bickham Lagudis
Colorado
$980K -$5.09K -42 -0.5%
HWA
1552
Heritage Wealth Advisors
Virginia
$979K -$87.6K -722 -8%
BOC
1553
Barbara Oil Co
Illinois
$978K
SA
1554
Sicart Associates
New York
$978K
WWM
1555
Windsor Wealth Management
Indiana
$978K +$47.1K +388 +5%
CI
1556
Capital Innovations
Wisconsin
$975K +$63.7K +525 +7%
ABP
1557
Arthur B. Page
$975K +$529K +4,360 +121%
AAM
1558
Aureus Asset Management
Massachusetts
$974K
MOS
1559
MGO One Seven
Ohio
$973K +$966K +7,961 New
SFM
1560
Signet Financial Management
New Jersey
$970K
FFS
1561
Founders Financial Securities
Maryland
$968K +$54.8K +452 +6%
MFW
1562
Mosaic Family Wealth
Missouri
$962K +$80.7K +665 +9%
HCM
1563
Highbridge Capital Management
New York
$961K +$953K +7,857 New
AWE
1564
Avidian Wealth Enterprises
Texas
$958K -$293K -2,419 -24%
WAAG
1565
Wealth Alliance Advisory Group
Kansas
$957K +$24.3K +200 +3%
AF
1566
AMG Funds
Connecticut
$952K -$118K -970 -11%
DA
1567
Doliver Advisors
Texas
$952K +$10.9K +90 +1%
SCG
1568
Sonata Capital Group
Washington
$951K -$12.1K -100 -1%
NCM
1569
Northside Capital Management
Oregon
$950K
LCM
1570
Laurion Capital Management
New York
$944K +$936K +7,716 New
PMFA
1571
Plante Moran Financial Advisors
Michigan
$943K -$11.6K -96 -1%
WA
1572
Wheatland Advisors
Pennsylvania
$941K
RC
1573
RBO & Co
California
$940K
SC
1574
Sawyer & Company
Massachusetts
$934K +$6.07K +50 +0.7%
MGIA
1575
Moneta Group Investment Advisors
Missouri
$933K -$697K -5,742 -43%

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.