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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
SCM
1576
SOL Capital Management
Maryland
$931K +$24.3K +200 +3%
FAT
1577
First American Trust
California
$929K -$2.64M -21,733 -74%
ADL
1578
Asset Dedication LLC
California
$928K -$156K -1,288 -15%
VNB
1579
Virginia National Bank
Virginia
$926K +$919K +7,572 New
DE
1580
Day & Ennis
Georgia
$924K +$971 +8 +0.1%
CAS
1581
Cue Advisory Services
Arizona
$920K +$7.28K +60 +0.8%
GA
1582
GFS Advisors
Texas
$919K -$19.4K -160 -2%
AP
1583
Appleton Partners
Massachusetts
$914K -$43.4K -358 -5%
PFC
1584
Phocas Financial Corp
California
$912K
NEPWA
1585
New England Private Wealth Advisors
Massachusetts
$911K +$728 +6 +0.1%
RSVP
1586
Ramsay Stattman Vela & Price
Colorado
$906K +$20.6K +170 +2%
PTCG
1587
Pring Turner Capital Group
California
$905K -$36.4K -300 -4%
SC
1588
Searle & Co
Connecticut
$905K
WAM
1589
Watermark Asset Management
California
$905K +$243 +2 +0%
Simplex Trading
1590
Simplex Trading
Illinois
$905K +$899K +7,407 New
MFG
1591
Monte Financial Group
Connecticut
$894K -$3.4K -28 -0.4%
VLC
1592
Van Leeuwen & Company
New Jersey
$893K +$886K +7,299 New
CPA
1593
Clear Perspective Advisors
Illinois
$892K -$3.52K -29 -0.4%
CPO
1594
Cerity Partners OCIO
New York
$891K +$111K +911 +14%
CHA
1595
Cooper/Haims Advisors
New York
$889K +$485 +4 +0.1%
ACG
1596
Allen Capital Group
Nebraska
$881K +$24.4K +201 +3%
WP
1597
WealthPLAN Partners
Nebraska
$881K +$44.2K +364 +5%
JAFL
1598
Jay A. Fishman Ltd
Michigan
$880K -$102K -837 -10%
CT
1599
CPF Texas
Texas
$880K
CBT
1600
Central Bank & Trust
Kentucky
$878K -$28.4K -234 -3%

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.