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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
TA
1826
Trellis Advisors
Washington
$487K -$11.5K -95 -2%
SP
1827
Successful Portfolios
Florida
$487K -$243 -2 -0.1%
ORI
1828
Oak Ridge Investments
Illinois
$487K +$30.3K +250 +7%
MCM
1829
McRae Capital Management
New Jersey
$486K +$607 +5 +0.1%
WIC
1830
Wilkins Investment Counsel
Massachusetts
$485K -$66.7K -550 -12%
PFM
1831
Probabilities Fund Management
New York
$483K -$121 -1 -0%
NG
1832
Northstar Group
New York
$483K +$28.6K +236 +6%
FM
1833
Family Management
New York
$481K
KF
1834
Krilogy Financial
Missouri
$478K +$141K +1,166 +43%
CWM
1835
Cahaba Wealth Management
Georgia
$475K +$44.4K +366 +11%
JA
1836
JOYN Advisors
Georgia
$472K -$58.2K -480 -11%
HHGA
1837
Halbert Hargrove Global Advisors
California
$472K -$14K -115 -3%
VIA
1838
Vantage Investment Advisors
Pennsylvania
$471K +$20.1K +166 +4%
RIG
1839
Renaissance Investment Group
Massachusetts
$470K +$607 +5 +0.1%
VNA
1840
Valley National Advisers
Pennsylvania
$469K +$121K +996 +35%
WIP
1841
Wellesley Investment Partners
Massachusetts
$467K +$121 +1 +0%
OCM
1842
Osterweis Capital Management
California
$466K +$132K +1,087 +40%
WMC
1843
Westwood Management Corporation
Illinois
$465K
PIA
1844
Pinion Investment Advisors
Kansas
$464K +$36.5K +301 +9%
RPAM
1845
Rhenman & Partners Asset Management
Sweden
$456K
WIM
1846
Westside Investment Management
California
$456K
MSA
1847
Marino Stram & Associates
Massachusetts
$453K -$2.91K -24 -0.6%
ACA
1848
Anchor Capital Advisors
Massachusetts
$453K
HCM
1849
Highlander Capital Management
New Jersey
$452K
CIC
1850
Chilton Investment Company
Connecticut
$452K +$130K +1,072 +41%

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.