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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
GEA
1926
Glen Eagle Advisors
New Jersey
$356K +$1.21K +10 +0.3%
ACM
1927
Ashford Capital Management
Delaware
$355K
AFC
1928
AFT Forsyth & Company
Florida
$354K
GCM
1929
Gladius Capital Management
Illinois
$351K -$397K -3,276 -53%
FFC
1930
First Financial Corp
Indiana
$351K
CAGAS
1931
Capital Advisory Group Advisory Services
Minnesota
$350K -$161K -1,326 -32%
LIM
1932
Loudon Investment Management
New Hampshire
$350K
TC
1933
Trust Company
Kansas
$349K -$9.1K -75 -3%
AIA
1934
AIMZ Investment Advisors
California
$345K
FAG
1935
Financial Advisory Group
Texas
$344K -$55.3K -456 -14%
CWM
1936
Confluence Wealth Management
Oregon
$344K +$6.55K +54 +2%
BCP
1937
Berkeley Capital Partners
Georgia
$343K +$22.3K +184 +7%
SCM
1938
Southport Capital Management
Tennessee
$342K -$7.64K -63 -2%
FC
1939
Financial Consulate
Maryland
$342K
LIA
1940
LSP Investment Advisors
New York
$340K
SIMM
1941
Stillwater Investment Management (Minnesota)
Minnesota
$340K +$13K +107 +4%
TAM
1942
Trillium Asset Management
Massachusetts
$339K -$179K -1,478 -35%
NPPM
1943
North Point Portfolio Managers
Ohio
$339K
VIM
1944
Vista Investment Management
Pennsylvania
$339K +$17.6K +145 +6%
SCA
1945
Stillwater Capital Advisors
Pennsylvania
$338K +$24.3K +200 +8%
AI
1946
ArchPoint Investors
Florida
$337K
BIA
1947
Barry Investment Advisors
Massachusetts
$337K +$1.94K +16 +0.6%
DCM
1948
Driehaus Capital Management
Illinois
$336K -$13.2K -109 -4%
TFS
1949
TrustCore Financial Services
Tennessee
$335K -$133K -1,099 -29%
AIM
1950
Arcadia Investment Management
Michigan
$333K -$55.2K -455 -14%

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.