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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
EWM
1751
Evermay Wealth Management
Virginia
$602K -$45.4K -374 -7%
ACP
1752
Aveo Capital Partners
Colorado
$598K -$58.1K -479 -9%
GRP
1753
Global Retirement Partners
California
$597K +$6.07K +50 +1%
SLA
1754
Silver Lake Advisory
Utah
$596K +$20.3K +167 +4%
AI
1755
Accredited Investors
Minnesota
$594K -$8.49K -70 -1%
CCG
1756
Chatham Capital Group
Georgia
$594K
DMC
1757
Drexel Morgan & Co
Pennsylvania
$594K
CAM
1758
Covenant Asset Management
New Jersey
$592K +$32.8K +270 +6%
WAG
1759
Winthrop Advisory Group
Massachusetts
$591K -$13.6K -112 -2%
WG
1760
Winton Group
United Kingdom
$589K -$162K -1,336 -22%
IDBONY
1761
Israel Discount Bank of New York
New York
$588K +$136K +1,125 +31%
BONST
1762
Bank of Nova Scotia Trust
Ontario, Canada
$587K +$44.4K +366 +8%
NFA
1763
Nuveen Fund Advisors
Illinois
$584K -$317K -2,614 -35%
SAM
1764
Summit Asset Management
Tennessee
$582K -$19.5K -161 -3%
RMSCM
1765
R.M. Sincerbeaux Capital Management
New York
$581K
TF
1766
TLWM Financial
Texas
$578K +$2.91K +24 +0.5%
SWA
1767
SFMG Wealth Advisors
Texas
$578K +$62.7K +517 +11%
BBA
1768
Braun-Bostich & Associates
Pennsylvania
$570K +$25K +206 +5%
QPWM
1769
Quadrant Private Wealth Management
Pennsylvania
$569K -$10.9K -90 -2%
RPA
1770
Rock Point Advisors
Vermont
$569K
BCA
1771
Bay Colony Advisors
Massachusetts
$567K +$15.3K +126 +3%
MIH
1772
Meitav Investment House
Israel
$564K -$216K -1,784 -28%
AWCI
1773
Alpine Woods Capital Investors
New York
$561K
PIA
1774
Peachtree Investment Advisors
Georgia
$554K
KA
1775
Kaizen Advisory
Illinois
$552K

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.