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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
Arrowstreet Capital
1726
Arrowstreet Capital
Massachusetts
$636K -$4.02M -33,100 -86%
BWP
1727
BSW Wealth Partners
Colorado
$635K -$102K -838 -14%
NL
1728
NVWM LLC
Pennsylvania
$634K +$3.4K +28 +0.5%
ONST
1729
Old North State Trust
North Carolina
$634K +$625K +5,151 New
BDWM
1730
Brewin Dolphin Wealth Management
Ireland
$633K
VIA
1731
Vident Investment Advisory
Georgia
$631K -$2.48M -20,477 -80%
ACM
1732
AlphaStar Capital Management
North Carolina
$630K -$67.1K -553 -10%
TFF
1733
The Family Firm
Maryland
$628K +$3.03K +25 +0.5%
BT
1734
Brandywine Trust
Delaware
$627K
PP
1735
PagnatoKarp Partners
Virginia
$617K +$26.2K +216 +4%
AFIA
1736
America First Investment Advisors
Nebraska
$615K
IIC
1737
Integrated Investment Consultants
Michigan
$615K
CWM
1738
Cabot Wealth Management
Massachusetts
$614K -$29.7K -245 -5%
SCM
1739
Snow Capital Management
Pennsylvania
$613K -$839K -6,915 -58%
BCM
1740
Blume Capital Management
California
$612K
Kovitz Investment Group Partners
1741
Kovitz Investment Group Partners
Illinois
$611K -$18.1K -149 -3%
PAWC
1742
P.A.W. Capital
Connecticut
$611K
UFG
1743
United Fire Group
Iowa
$611K
SFI
1744
SPC Financial Inc
Maryland
$611K +$36.4K +300 +6%
SM
1745
Sciencast Management
New Jersey
$610K +$362K +2,986 +121%
OPTFSNA
1746
Old Point Trust & Financial Services N A
Virginia
$609K
CAM
1747
CenterStar Asset Management
Illinois
$607K
RGC
1748
Roberts, Glore & Co
Illinois
$606K +$18.2K +150 +3%
FBFS
1749
First Business Financial Services
Wisconsin
$605K
AC
1750
Alexandria Capital
Virginia
$603K +$115K +950 +24%

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.