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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
NPF
1776
Norris Perne & French
Michigan
$550K -$36.8K -303 -6%
CAM
1777
Cubic Asset Management
Massachusetts
$549K +$24.3K +200 +5%
VA
1778
Valmark Advisers
Ohio
$548K +$45.5K +375 +9%
SC
1779
SRB Corp
Massachusetts
$548K +$47.4K +391 +10%
Aristotle Capital Management
1780
Aristotle Capital Management
California
$547K -$19.7K -162 -3%
AIM
1781
Advantage Investment Management
Iowa
$546K +$183K +1,508 +51%
RAM
1782
Roanoke Asset Management
New Jersey
$542K -$849 -7 -0.2%
IA
1783
Independence Advisors
Pennsylvania
$541K +$38.8K +320 +8%
BIM
1784
Baldwin Investment Management
Pennsylvania
$540K -$109K -900 -17%
TAIM
1785
TD Ameritrade Investment Management
Nebraska
$540K +$455K +3,747 +559%
AFP
1786
Ausdal Financial Partners
Iowa
$539K -$2.06K -17 -0.4%
ERIM
1787
Eagle Ridge Investment Management
Connecticut
$539K
SNBOSD
1788
Security National Bank of So Dak
Iowa
$539K +$102K +837 +23%
GFP
1789
Gryphon Financial Partners
Ohio
$538K +$218K +1,797 +69%
AAM
1790
American Asset Management
Florida
$537K
HA
1791
Harbor Advisors
Florida
$535K
BFG
1792
Beacon Financial Group
Texas
$533K +$121K +1,001 +23%
BW
1793
Biegel & Waller
Maryland
$532K
PP
1794
PDS Planning
Ohio
$530K -$86.6K -714 -14%
Edgewood Management
1795
Edgewood Management
Connecticut
$529K
FIM
1796
Freedom Investment Management
Connecticut
$528K -$3.4K -28 -0.6%
KIA
1797
Kopp Investment Advisors
Minnesota
$525K -$6.79K -56 -1%
SC
1798
Saturna Capital
Washington
$525K
BCA
1799
Bray Capital Advisors
Florida
$521K +$6.19K +51 +1%
BCA
1800
Berman Capital Advisors
Georgia
$520K -$4.85K -40 -0.9%

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.