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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
DA
2026
DSC Advisors
Illinois
$264K +$262K +2,158 New
DLHL
2027
Donald L. Hagan LLC
Florida
$262K
FAM
2028
Fenimore Asset Management
New York
$262K +$121 +1 +0%
LFA
2029
Legacy Financial Advisors
Kentucky
$259K -$47K -387 -15%
AWM
2030
AllSquare Wealth Management
New York
$258K
VFPI
2031
Vantage Financial Partners (Illinois)
Illinois
$257K
WA
2032
Wealth Architects
California
$257K +$255K +2,101 New
IIA
2033
IPG Investment Advisors
California
$255K +$253K +2,086 New
AMG
2034
Asset Management Group
Connecticut
$255K -$32K -264 -11%
PO
2035
Private Ocean
California
$255K
FMP
2036
Financial Management Professionals
Texas
$252K -$5.46K -45 -2%
GAM
2037
Gould Asset Management
California
$252K +$30.3K +250 +14%
LI
2038
Lafayette Investments
Maryland
$252K +$250K +2,064 New
FPGK
2039
Financial Partners Group (Kansas)
Kansas
$251K -$24.5K -202 -9%
DK
2040
Darrell & King
Virginia
$251K
ALIONA
2041
Allianz Life Insurance of North America
Minnesota
$250K +$6.07K +50 +3%
TFO
2042
Tarbox Family Office
California
$249K +$110K +909 +81%
F
2043
F3Logic
Minnesota
$247K -$28.9K -238 -11%
BCIM
2044
Bishop & Co Investment Management
Pennsylvania
$247K +$3.03K +25 +1%
BMCM
2045
Bryn Mawr Capital Management
Pennsylvania
$245K -$40.8K -336 -14%
BOTOTLSJU
2046
Board of Trustees of The Leland Stanford Junior University
California
$245K
Harris Associates
2047
Harris Associates
Illinois
$245K
II
2048
Inspire Investing
Idaho
$245K
SC
2049
Scholtz & Company
Connecticut
$245K
UC
2050
Unio Capital
New Jersey
$245K

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.