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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
TC
1651
Truvestments Capital
Florida
$774K +$340K +2,800 +79%
CHP
1652
Cable Hill Partners
Oregon
$773K +$6.79K +56 +0.9%
SCP
1653
Sandhill Capital Partners
New York
$773K +$25.5K +210 +3%
HIIFS
1654
Harel Insurance Investments & Financial Services
Israel
$770K -$121K -1,000 -14%
MPAM
1655
Murphy Pohlad Asset Management
Minnesota
$770K
BWM
1656
Bernicke Wealth Management
Wisconsin
$757K +$67.9K +560 +10%
CC
1657
Cedar Capital
Illinois
$755K +$85.2K +702 +13%
JMH
1658
J.M. Hartwell
New York
$754K +$60.7K +500 +9%
RFM
1659
Royal Fund Management
Florida
$753K -$17.7K -146 -2%
NQWM
1660
Northwest Quadrant Wealth Management
Oregon
$752K -$20K -165 -3%
KFGK
1661
Keystone Financial Group (Kentucky)
Kentucky
$752K +$326K +2,691 +80%
SRSA
1662
S.R. Schill & Associates
Washington
$749K +$121 +1 +0%
WIA
1663
Westbourne Investment Advisors
Maryland
$748K -$607 -5 -0.1%
RHJA
1664
Rice Hall James & Associates
California
$743K +$24.3K +200 +3%
WCAMG
1665
Woodard & Company Asset Management Group
North Carolina
$741K +$66.8K +551 +10%
CNAM
1666
Campbell Newman Asset Management
Wisconsin
$738K -$21.2K -175 -3%
BPCE
1667
Bank Pictet & Cie (Europe)
Germany
$737K -$36.4K -300 -5%
IWC
1668
Integrated Wealth Concepts
Massachusetts
$737K +$65K +536 +10%
APG
1669
Abacus Planning Group
South Carolina
$736K -$306K -2,520 -30%
HDIM
1670
Hanson & Doremus Investment Management
Vermont
$734K -$24.5K -202 -3%
EIA
1671
Edgemoor Investment Advisors
Maryland
$734K -$9.34K -77 -1%
HCC
1672
Hirtle Callaghan & Co
Pennsylvania
$734K
NGA
1673
Naples Global Advisors
Florida
$733K +$81.3K +670 +13%
GAG
1674
GM Advisory Group
New York
$731K -$12.1K -100 -2%
HCM
1675
Hollencrest Capital Management
California
$730K +$326K +2,683 +83%

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.