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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
EWA
1976
Exencial Wealth Advisors
Oklahoma
$313K -$14K -115 -4%
NWM
1977
Northwest Wealth Management
Iowa
$313K +$364 +3 +0.1%
I2I
1978
Insight 2811 Inc
Illinois
$312K
PFC
1979
Poplar Forest Capital
California
$309K
JCM
1980
Jag Capital Management
Missouri
$308K +$2.18K +18 +0.7%
BJ
1981
Brouwer & Janachowski
California
$306K
FC
1982
FCA Corp
Texas
$306K
FSA
1983
Financial Services Advisory
Maryland
$305K -$348K -2,866 -53%
AAP
1984
Arax Advisory Partners
Colorado
$305K -$101K -836 -25%
VBFG
1985
Vishria Bird Financial Group
Tennessee
$305K
PC
1986
Peavine Capital
Nevada
$305K +$4.13K +34 +1%
CHA
1987
Carmichael Hill & Associates
Maryland
$303K -$29.7K -245 -9%
KC
1988
Kingfisher Capital
North Carolina
$303K -$9.46K -78 -3%
WA
1989
WESPAC Advisors
California
$303K +$300K +2,475 New
CWSR
1990
Chessman Wealth Strategies RIA
Texas
$303K +$301K +2,481 New
CRB
1991
Chad R. Baker
$302K
GC
1992
Gibson Capital
Pennsylvania
$301K
KA
1993
KLCM Advisors
Wisconsin
$300K +$21.4K +176 +8%
PFA
1994
Pathway Financial Advisors
Vermont
$296K
GSC
1995
G&S Capital
Colorado
$294K -$3.1M -25,563 -91%
PCP
1996
Proficio Capital Partners
Massachusetts
$293K -$10.1K -83 -3%
WIS
1997
Wright Investors Service
Connecticut
$293K +$2.31K +19 +0.8%
PAM
1998
Pope Asset Management
Tennessee
$293K +$291K +2,400 New
MCM
1999
MV Capital Management
Maryland
$291K -$728 -6 -0.3%
ICM
2000
IMS Capital Management
Oregon
$290K -$9.58K -79 -3%

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.