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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
ACP
1851
Aviance Capital Partners
Florida
$451K +$103K +850 +30%
HA
1852
Harfst & Associates
Wyoming
$449K +$23.3K +192 +6%
ECM
1853
Elgethun Capital Management
South Dakota
$447K +$243 +2 +0.1%
SIM
1854
SSI Investment Management
California
$444K -$3.28K -27 -0.7%
AC
1855
Addison Capital
Pennsylvania
$442K -$24.3K -200 -5%
LA
1856
LexAurum Advisors
Kansas
$441K -$23.7K -195 -5%
TIM
1857
Tortoise Investment Management
New York
$441K
CHA
1858
Cedar Hill Associates
Illinois
$440K -$503K -4,142 -53%
SFG
1859
Sather Financial Group
Texas
$440K -$257K -2,117 -37%
CQS
1860
Credential Qtrade Securities
$438K +$435K +3,586 New
PHAM
1861
Palisades Hudson Asset Management
Florida
$437K -$38.3K -316 -8%
FPB
1862
First PREMIER Bank
South Dakota
$435K -$10.2K -84 -2%
GWS
1863
Glassman Wealth Services
Virginia
$433K -$1.82K -15 -0.4%
CP
1864
Cumberland Partners
Ontario, Canada
$431K
CGL
1865
Clarius Group LLC
Washington
$431K +$428K +3,524 New
PAA
1866
Peregrine Asset Advisers
Oregon
$429K +$121 +1 +0%
BWM
1867
Baystate Wealth Management
Massachusetts
$428K +$42.7K +352 +11%
IGGA
1868
Iron Gate Global Advisors
Utah
$422K -$18.8K -155 -4%
DC
1869
DeDora Capital
California
$421K -$32.8K -270 -7%
SAM
1870
Security Asset Management
New York
$420K
TAM
1871
Timucuan Asset Management
Florida
$419K
MWPCG
1872
Measured Wealth Private Client Group
New Hampshire
$419K +$87.4K +720 +27%
EWF
1873
Epstein & White Financial
California
$418K -$213K -1,754 -34%
FA
1874
FCG Advisors
New Jersey
$418K -$13.2K -109 -3%
HFA
1875
High Falls Advisors
New York
$417K -$59.7K -492 -13%

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.