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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
AAP
2051
Aristotle Atlantic Partners
Florida
$245K +$243K +2,000 New
KJHP
2052
K.J. Harrison & Partners
Ontario, Canada
$245K +$243K +2,000 New
NBG
2053
Nancy B. Gardiner
$244K
CP
2054
Camelot Portfolios
Ohio
$241K -$3.28K -27 -1%
SNB
2055
Security National Bank
Nebraska
$240K
MWA
2056
Martel Wealth Advisors
Washington
$239K +$238K +1,958 New
BCMO
2057
Buckingham Capital Management (Ohio)
Ohio
$238K
DGI
2058
Disciplined Growth Investors
Minnesota
$238K
IWA
2059
Inspirion Wealth Advisors
Illinois
$238K
MA
2060
MANA Advisors
New York
$238K +$236K +1,946 New
LWS
2061
Lucia Wealth Services
California
$237K +$6.55K +54 +3%
SAS
2062
Stelac Advisory Services
New York
$236K -$44.5K -367 -16%
MAP
2063
Milestone Advisory Partners
North Carolina
$236K -$24.3K -200 -9%
LD
2064
Lipe & Dalton
New York
$236K
VCWA
2065
Vanguard Capital Wealth Advisors
Colorado
$235K -$21.5K -177 -8%
TB
2066
Terril Brothers
Missouri
$235K
AAM
2067
Ascension Asset Management
New York
$232K
NIM
2068
NuWave Investment Management
New Jersey
$231K +$25K +206 +12%
XS
2069
XR Securities
Illinois
$229K -$925K -7,625 -80%
AF
2070
Affiance Financial
Minnesota
$228K -$169K -1,390 -43%
CGA
2071
Crescent Grove Advisors
Illinois
$227K
BRA
2072
Bender Robert & Associates
California
$226K -$28.5K -235 -11%
DWM
2073
Dorchester Wealth Management
Quebec, Canada
$225K -$22.1K -182 -9%
HFP
2074
Holistic Financial Partners
Indiana
$225K +$223K +1,836 New
MF
2075
Magnetar Financial
Illinois
$223K -$251K -2,065 -53%

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.