We are live on ! Find out more
CVX icon

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
PFBT
1601
Parkside Financial Bank & Trust
Missouri
$870K -$50.8K -419 -6%
IAMOG
1602
Investors Asset Management of Georgia
Georgia
$867K -$6.07K -50 -0.7%
PCM
1603
Penserra Capital Management
California
$867K +$75.5K +622 +10%
CICI
1604
Capital Investment Counsel Inc
North Carolina
$864K -$46.2K -381 -5%
PFA
1605
Paradigm Financial Advisors
Missouri
$863K -$301K -2,480 -26%
CAG
1606
Csenge Advisory Group
Florida
$862K -$590K -4,867 -39%
OWP
1607
Obermeyer Wealth Partners
Colorado
$861K -$640K -5,279 -43%
VCAM
1608
Van Cleef Asset Management
Ohio
$860K -$12.1K -100 -1%
MC
1609
Miles Capital
Iowa
$860K -$364 -3 -0%
MWM
1610
Meridian Wealth Management
Kentucky
$858K -$544K -4,485 -39%
HFA
1611
HC Financial Advisors
California
$858K -$8.49K -70 -1%
SIM
1612
Sonora Investment Management
Arizona
$858K +$76.9K +634 +10%
VCM
1613
Versant Capital Management
Arizona
$857K -$68.8K -567 -7%
CRIG
1614
Charter Research & Investment Group
Connecticut
$857K -$7.28K -60 -0.8%
CA
1615
Calton & Associates
Florida
$856K -$123K -1,010 -13%
NJBEST
1616
New Jersey Better Educational Savings Trust
New Jersey
$856K +$364K +3,000 +75%
CCMT
1617
CMT Capital Markets Trading
Germany
$856K +$589K +4,857 +227%
AW
1618
Alpha Windward
Massachusetts
$853K +$66.8K +551 +9%
RA
1619
Rational Advisors
New York
$852K +$619K +5,104 +274%
WDA
1620
Wendell David Associates
New Hampshire
$848K +$4.85K +40 +0.6%
OFS
1621
Orrstown Financial Services
Pennsylvania
$842K -$75.3K -621 -8%
IUHSA
1622
Itau Unibanco Holding S.A.
Brazil
$841K -$213K -1,752 -20%
BRC
1623
Bell Rock Capital
Delaware
$839K +$108K +891 +15%
BA
1624
BKS Advisors
Michigan
$838K -$6.07K -50 -0.7%
CI
1625
CAZ Investments
Texas
$836K

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.