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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
BFA
1701
Beaumont Financial Advisors
Massachusetts
$681K +$27.5K +227 +4%
TCM
1702
Tradewinds Capital Management
Washington
$680K -$10.7K -88 -2%
RCA
1703
Rowland Carmichael Advisors
Arizona
$679K
PA
1704
Probity Advisors
Texas
$675K +$30.8K +254 +5%
BCM
1705
Brookstone Capital Management
Illinois
$667K +$111K +911 +20%
BAM
1706
Bruderman Asset Management
New York
$665K -$110K -910 -14%
MC
1707
Mathes Company
New York
$663K
GLI
1708
Guardian Life Insurance
New York
$663K +$16.1K +133 +3%
JLBC
1709
J.L. Bainbridge & Co
Florida
$663K +$658K +5,420 New
YWP
1710
YorkBridge Wealth Partners
New York
$662K -$42.3K -349 -5%
III
1711
Independent Investors Inc
New York
$660K
BAM
1712
Brave Asset Management
New Jersey
$658K
BB
1713
Bell Bank
North Dakota
$653K -$2.91K -24 -0.4%
SFG
1714
SNS Financial Group
Minnesota
$651K +$50.3K +415 +8%
OCG
1715
Opus Capital Group
Ohio
$649K -$30.9K -255 -5%
CAM
1716
ClariVest Asset Management
California
$649K
BCM
1717
BlueCrest Capital Management
Jersey
$647K -$861K -7,096 -57%
ZF
1718
Zhang Financial
Michigan
$647K -$157K -1,298 -20%
SCA
1719
Stuart Chaussee & Associates
California
$646K
JIR
1720
James Investment Research
Ohio
$644K -$1.9M -15,700 -75%
PA
1721
Perennial Advisors
New York
$644K +$4.25K +35 +0.7%
PWPS
1722
Pinnacle Wealth Planning Services
Ohio
$644K +$33.7K +278 +6%
AAS
1723
Annex Advisory Services
Wisconsin
$642K -$19K -157 -3%
NCM
1724
Northwest Capital Management
Oregon
$641K -$11.9K -98 -2%
FRM
1725
Fox Run Management
Connecticut
$639K +$112K +923 +21%

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.