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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
MWM
1626
Modera Wealth Management
New Jersey
$835K +$1.82K +15 +0.2%
WI
1627
Wintrust Investments
Illinois
$833K -$41K -338 -5%
FPFS
1628
First Personal Financial Services
North Carolina
$833K -$29.5K -243 -3%
SFG
1629
SevenBridge Financial Group
Pennsylvania
$827K -$5.82K -48 -0.7%
TIA
1630
Tiemann Investment Advisors
California
$823K +$17.7K +146 +2%
NPA
1631
Nichols & Pratt Advisers
Massachusetts
$822K
JCM
1632
Jacobi Capital Management
Pennsylvania
$822K +$31.2K +257 +4%
FCFC
1633
First Commonwealth Financial Corp
Pennsylvania
$820K +$29.4K +242 +4%
VIG
1634
Vienna Insurance Group
Poland
$816K +$22K +181 +3%
WA
1635
Wealthstar Advisors
Texas
$815K
DAM
1636
Deltec Asset Management
New York
$814K +$808K +6,660 New
WPA
1637
West Paces Advisors
Georgia
$809K -$3.28K -27 -0.4%
WC
1638
Woodstock Corp
Massachusetts
$809K
FM
1639
Forward Management
California
$808K -$227K -1,869 -22%
FA
1640
Fagan Associates
New York
$803K -$3.88K -32 -0.5%
JIP
1641
Jaffetilchin Investment Partners
Florida
$801K -$535K -4,412 -40%
VCM
1642
Vigilant Capital Management
Maine
$801K +$116K +953 +17%
CBA
1643
Coastal Bridge Advisors
Connecticut
$796K
Financial Engines Advisors
1644
Financial Engines Advisors
California
$790K -$33.5K -276 -4%
BCP
1645
Blackhawk Capital Partners
Wisconsin
$789K +$737K +6,074 +1,607%
DRD
1646
Dennis R. Delaney
$788K +$24.3K +200 +3%
AAIM
1647
Asset Advisors Investment Management
Georgia
$786K +$779K +6,425 New
DAM
1648
Diamant Asset Management
Connecticut
$783K -$155K -1,280 -17%
ANTB
1649
AMG National Trust Bank
Colorado
$779K +$2.31K +19 +0.3%
BCM
1650
Bienville Capital Management
New York
$777K -$607 -5 -0.1%

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.