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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
EBSAM
1801
Eubel Brady & Suttman Asset Management
Ohio
$519K +$1.94K +16 +0.4%
SXL
1802
Summit X LLC
Missouri
$519K +$19.9K +164 +4%
SIM
1803
Sterling Investment Management
Arizona
$516K -$487K -4,016 -49%
TL
1804
TrueWealth LLC
Georgia
$516K -$40.3K -332 -7%
ACM
1805
Alta Capital Management
Utah
$514K +$1.46K +12 +0.3%
OFW
1806
Omnia Family Wealth
Florida
$513K -$13.5K -111 -3%
VCM
1807
Vision Capital Management
Oregon
$513K +$22.9K +189 +5%
CAW
1808
Cornerstone Advisors (Washington)
Washington
$510K -$22.6K -186 -4%
VCM
1809
Vivaldi Capital Management
Illinois
$508K -$29.2K -241 -5%
KBG
1810
Kahn Brothers Group
New York
$507K -$109K -900 -18%
LSAG
1811
Lake Street Advisors Group
New Hampshire
$507K -$283K -2,333 -36%
NFG
1812
Nations Financial Group
Iowa
$507K +$607 +5 +0.1%
PAM
1813
Peak Asset Management
Colorado
$504K
CCM
1814
Consolidated Capital Management
California
$502K +$1.94K +16 +0.4%
MWM
1815
Merriman Wealth Management
Washington
$499K -$4.13K -34 -0.8%
CCM
1816
Compass Capital Management
Minnesota
$498K
CWM
1817
Circle Wealth Management
New Jersey
$496K +$3.03K +25 +0.6%
FWCM
1818
First Western Capital Management
California
$492K -$39.2K -323 -7%
SIG
1819
Schaller Investment Group
North Carolina
$492K
WCM
1820
Weatherstone Capital Management
Colorado
$491K +$16.9K +139 +4%
MBA
1821
McQueen Ball & Associates
Pennsylvania
$490K -$121 -1 -0%
GC
1822
Gruss & Co
Florida
$489K
LAM
1823
Lingohr Asset Management
Germany
$489K
PAS
1824
Professional Advisory Services
Florida
$489K
TCB
1825
Texas Capital Bancshares
Texas
$488K

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.