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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
MGIA
1901
Matthew Goff Investment Advisor
Texas
$387K +$108K +889 +39%
ZAM
1902
Zevin Asset Management
Massachusetts
$385K -$78.4K -646 -17%
SBWIC
1903
Schaper Benz & Wise Investment Counsel
Wisconsin
$385K
LFA
1904
Landmark Financial Advisors
Kentucky
$384K +$60.9K +502 +19%
SIAP
1905
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$384K +$78.1K +644 +26%
WCWM
1906
Willow Creek Wealth Management
California
$382K -$38.2K -315 -9%
CCM
1907
Check Capital Management
California
$382K
GCM
1908
Gator Capital Management
Florida
$382K
SAM
1909
Symphony Asset Management
California
$382K +$379K +3,128 New
LC
1910
Landaas & Company
Wisconsin
$381K
LPIC
1911
LeJeune Puetz Investment Counsel
Michigan
$379K -$6.07K -50 -2%
GCA
1912
Gradient Capital Advisors
California
$377K +$1.21K +10 +0.3%
ACM
1913
Armbruster Capital Management
New York
$375K -$13.2K -109 -3%
EDRIA
1914
Edmonds Duncan Registered Investment Advisors
Kansas
$375K
OIWM
1915
OptiFour Integrated Wealth Management
Virginia
$375K
PCM
1916
Pointe Capital Management
Michigan
$371K +$40.2K +331 +12%
WCWM
1917
Wooster Corthell Wealth Management
Connecticut
$366K -$42K -346 -10%
FDS
1918
First Dallas Securities
Texas
$366K
DOA
1919
D'Orazio & Associates
Virginia
$364K
PGA
1920
Portland Global Advisors
Maine
$362K +$7.89K +65 +2%
RWML
1921
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$362K +$119K +982 +50%
BEC
1922
Blue Edge Capital
Virginia
$362K
MFW
1923
Meristem Family Wealth
Minnesota
$361K
IWA
1924
Intercontinental Wealth Advisors
Texas
$359K +$15.4K +127 +5%
CA
1925
Cornerstone Advisory
Maryland
$357K -$121 -1 -0%

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.