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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
FHC
1876
First Heartland Consultants
Missouri
$417K -$24.9K -205 -6%
EF
1877
Empirical Finance
Pennsylvania
$416K +$21.8K +180 +6%
LIA
1878
LBMC Investment Advisors
Tennessee
$414K -$2.43K -20 -0.6%
CCM
1879
Cribstone Capital Management
Maine
$414K +$1.82K +15 +0.4%
CCM
1880
Carlson Capital Management
Minnesota
$413K -$245K -2,016 -37%
SFC
1881
SYM Financial Corp
Indiana
$413K +$181K +1,492 +79%
SNBOSCI
1882
Security National Bank of Sioux City Iowa
Iowa
$412K +$23.1K +190 +6%
CA
1883
Corrado Advisors
New Jersey
$412K +$408K +3,366 New
GA
1884
Gateway Advisory
New Jersey
$410K -$1.17M -9,650 -74%
HJGA
1885
Hardman Johnston Global Advisors
Connecticut
$410K
GWM
1886
GSB Wealth Management
Connecticut
$408K
NCM
1887
Noesis Capital Mangement
Florida
$402K -$7.04K -58 -2%
NF
1888
Nikulski Financial
Iowa
$402K +$6.07K +50 +1%
SGK
1889
Steigerwald Gordon & Koch
Virginia
$402K +$15K +124 +4%
MA
1890
MCF Advisors
Kentucky
$400K -$32.5K -268 -8%
CCA
1891
Conestoga Capital Advisors
Pennsylvania
$400K
JGIA
1892
Jackson Grant Investment Advisers
Connecticut
$400K +$122K +1,002 +44%
OCM
1893
Orser Capital Management
Texas
$398K -$860K -7,090 -68%
BIM
1894
Barton Investment Management
Pennsylvania
$398K
CF
1895
Copperwynd Financial
Arizona
$397K +$11.5K +95 +3%
HCA
1896
Horan Capital Advisors
Ohio
$393K
CCP
1897
Cardan Capital Partners
Colorado
$392K -$1.82K -15 -0.5%
SG
1898
StoneX Group
New York
$392K +$40.2K +331 +12%
SMH
1899
Sanders Morris Harris
Texas
$391K -$60.7K -500 -14%
SCM
1900
Silvant Capital Management
Georgia
$390K

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.