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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
GKWIM
2001
Gerber Kawasaki Wealth & Investment Management
California
$289K -$39.7K -327 -12%
FIM
2002
Fernwood Investment Management
Massachusetts
$288K -$60.7K -500 -18%
FDCC
2003
Foster Dykema Cabot & Co
Massachusetts
$286K
FC
2004
Fulcrum Capital
Washington
$284K
Diamond Hill Capital Management
2005
Diamond Hill Capital Management
Ohio
$284K +$77.2K +636 +38%
BFG
2006
Barber Financial Group
Kansas
$284K +$282K +2,324 New
SCM
2007
Suffolk Capital Management
New York
$283K -$586K -4,829 -68%
CANY
2008
Caxton Associates (New York)
New York
$283K +$281K +2,314 New
PFC
2009
Personal Financial Consultants
California
$283K +$281K +2,316 New
HI
2010
Hendershot Investments
Virginia
$278K
TC
2011
Trilogy Capital
California
$277K +$121 +1 +0%
MMA
2012
Miracle Mile Advisors
California
$276K -$198K -1,629 -42%
BCM
2013
Beddow Capital Management
Wyoming
$275K -$69.8K -575 -20%
TFA
2014
Toth Financial Advisory
Virginia
$274K -$17.6K -145 -6%
SHJ
2015
Sharkey, Howes & Javer
Colorado
$273K
KSA
2016
Ken Stern & Associates
California
$272K
MFT
2017
Moisand Fitzgerald Tamayo
Florida
$272K
HFA
2018
Huber Financial Advisors
Illinois
$272K +$607 +5 +0.2%
AA
2019
AlphaMark Advisors
Kentucky
$272K +$18.2K +150 +7%
MCIA
2020
Mountain Capital Investment Advisors
Colorado
$272K +$56.7K +467 +27%
WAM
2021
Wallington Asset Management
Indiana
$269K -$2.43K -20 -0.9%
PWM
2022
Paulson Wealth Management
Illinois
$267K +$10.1K +83 +4%
WCM
2023
Whitener Capital Management
North Carolina
$266K -$8.49K -70 -3%
DM
2024
Diker Management
New York
$264K
KA
2025
Klingman & Associates
New York
$264K

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.