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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
WDL
2076
Well Done LLC
Michigan
$223K -$8.49K -70 -4%
RCP
2077
Rothschild Capital Partners
New York
$223K
BO
2078
BRR OpCo
Ohio
$223K +$4K +33 +2%
SA
2079
SRH Advisors
Kansas
$223K +$15.4K +127 +7%
JSL
2080
JT Stratford LLC
Georgia
$222K +$23.4K +193 +12%
SSG
2081
Summit Securities Group
New York
$220K -$1.04M -8,600 -83%
SQA
2082
Simon Quick Advisors
New Jersey
$220K -$4.13K -34 -2%
IHL
2083
Investment House LLC
California
$220K
CAM
2084
Concorde Asset Management
Michigan
$220K +$17.5K +144 +9%
FNBOH
2085
First National Bank of Hutchinson
Kansas
$220K +$26K +214 +14%
CF
2086
Corrigan Financial
Rhode Island
$220K -$364 -3 -0.2%
KM
2087
Kalos Management
Georgia
$219K -$37.9K -312 -15%
GC
2088
Gilbert & Cook
Iowa
$219K +$1.09K +9 +0.5%
CCB
2089
Cutter & Co Brokerage
Missouri
$218K +$216K +1,781 New
BFM
2090
Boothbay Fund Management
New York
$217K -$757K -6,241 -78%
WTFG
2091
Wells Trecaso Financial Group
Ohio
$216K -$5.46K -45 -2%
PM
2092
Penbrook Management
New York
$216K
LSCM
2093
LaSalle Street Capital Management
Illinois
$214K -$968K -7,978 -82%
MS
2094
Marshall & Sullivan
Washington
$214K
SFS
2095
Summit Financial Strategies
Ohio
$214K
SCP
2096
Seizert Capital Partners
Michigan
$213K +$211K +1,738 New
NEPPG
2097
New England Professional Planning Group
Rhode Island
$212K +$210K +1,732 New
CA
2098
Centerpoint Advisors
Massachusetts
$211K +$21.8K +180 +12%
GIM
2099
Guild Investment Management
California
$211K +$209K +1,725 New
VCP
2100
Vista Capital Partners
Oregon
$210K -$87.2K -719 -29%

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.