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
JWM
1676
JGP Wealth Management
Oregon
$728K
GIA
1677
Granite Investment Advisors
New Hampshire
$725K -$83.5K -688 -10%
BIA
1678
Bigelow Investment Advisors
Maine
$722K -$249K -2,053 -26%
UF
1679
Univest Financial
Pennsylvania
$722K -$27.4K -226 -4%
WWMSC
1680
Wagner Wealth Management (South Carolina)
South Carolina
$722K +$1.33K +11 +0.2%
CNB
1681
Camden National Bank
Maine
$721K -$21.4K -176 -3%
VWA
1682
V Wealth Advisors
Kansas
$721K -$15.9K -131 -2%
RSS
1683
Rosenblum Silverman Sutton
California
$719K -$31.7K -261 -4%
LJAC
1684
L.J. Altfest & Co
New York
$718K -$6.67K -55 -0.9%
FWM
1685
Focused Wealth Management
New York
$717K +$581K +4,787 +445%
ICOM
1686
Investment Counselors of Maryland
Maryland
$708K
PHK
1687
Point72 Hong Kong
Hong Kong
$708K +$551K +4,541 +364%
WI
1688
Wedgewood Investors
Pennsylvania
$706K +$31.5K +260 +5%
MCWS
1689
McKinley Carter Wealth Services
West Virginia
$704K -$40.2K -331 -5%
PIMJS
1690
PKO Investment Management Joint-Stock
Poland
$697K
AP
1691
Atwood & Palmer
Missouri
$691K -$4K -33 -0.6%
CCM
1692
Canal Capital Management
Virginia
$687K -$29K -239 -4%
MYIA
1693
Mount Yale Investment Advisors
Colorado
$687K +$48.3K +398 +8%
IWP
1694
Icon Wealth Partners
Texas
$686K -$53K -437 -7%
HS
1695
HighVista Strategies
Massachusetts
$685K -$255K -2,100 -27%
ACH
1696
ArrowMark Colorado Holdings
Colorado
$685K
OMC
1697
Overbrook Management Corp
New York
$683K -$79.7K -657 -11%
FCAG
1698
First Capital Advisors Group
New Jersey
$683K
LOAMS
1699
Lombard Odier Asset Management (Switzerland)
Switzerland
$683K
RVPG
1700
Relative Value Partners Group
$682K

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.