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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
PTC
1951
Petrus Trust Company
Texas
$333K +$5.58K +46 +2%
AIC
1952
Argus Investors Counsel
New York
$333K +$50.5K +416 +18%
CBOR
1953
Community Bank of Raymore
Missouri
$332K
CWM
1954
Connecticut Wealth Management
Connecticut
$330K
EIA
1955
Eldridge Investment Advisors
New Hampshire
$330K
EWM
1956
Endurance Wealth Management
Rhode Island
$330K +$7.52K +62 +2%
AWM
1957
Aevitas Wealth Management
Massachusetts
$330K +$62.2K +513 +23%
SSW
1958
Smith Shellnut Wilson
Mississippi
$330K +$328K +2,702 New
BHTS
1959
Bar Harbor Trust Services
Maine
$328K -$23.1K -190 -7%
MPPLM
1960
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$328K -$2.06K -17 -0.6%
RW
1961
REDW Wealth
New Mexico
$328K -$1.7K -14 -0.5%
WC
1962
Weil Company
California
$326K -$27.3K -225 -8%
SLT
1963
St Louis Trust
Missouri
$326K
MC
1964
Matisse Capital
Oregon
$325K +$8.25K +68 +3%
HCIA
1965
Hochman Cole Investment Advisors
Illinois
$323K +$243 +2 +0.1%
SMFS
1966
Squar Milner Financial Services
California
$322K -$207K -1,706 -39%
NP
1967
Ninepoint Partners
Ontario, Canada
$322K
VFP
1968
Verus Financial Partners
Virginia
$320K
TIM
1969
Total Investment Management
Arizona
$320K +$728 +6 +0.2%
CCA
1970
Clearwater Capital Advisors
Illinois
$320K +$30.6K +252 +11%
PTC
1971
Provident Trust Company
Wisconsin
$318K
FWSM
1972
First Wilshire Securities Management
California
$317K
EWM
1973
Elite Wealth Management
Washington
$315K -$72.8K -600 -19%
HCM
1974
Harvest Capital Management
New Hampshire
$314K -$40K -330 -11%
CIC
1975
Chase Investment Counsel
Virginia
$314K +$53.6K +442 +21%

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.