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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
QCIG
2101
Quad-Cities Investment Group
Iowa
$210K
BF
2102
Blankinship & Foster
California
$210K +$208K +1,716 New
MCMT
2103
Moon Capital Management (Tennessee)
Tennessee
$209K
PMG
2104
Private Management Group
California
$209K +$207K +1,706 New
RMC
2105
Regis Management Company
California
$208K
HIS
2106
Horizon Investment Services
Indiana
$208K +$206K +1,700 New
BWA
2107
Burt Wealth Advisors
Maryland
$207K -$125K -1,031 -38%
FFG
2108
Ford Financial Group
California
$205K -$41.9K -345 -17%
DC
2109
Derby & Company
Massachusetts
$205K
PCM
2110
Princeton Capital Management
New Jersey
$205K
SAM
2111
Sequent Asset Management
Texas
$205K
LSC
2112
Lesa Sroufe & Co
Washington
$204K
CG
2113
Clinton Group
New York
$203K -$503K -4,150 -71%
ACM
2114
Avalon Capital Management
California
$203K
DSAM
2115
Dock Street Asset Management
Florida
$203K
PDM
2116
Penn Davis McFarland
Texas
$202K
LFG
2117
Larson Financial Group
Missouri
$202K +$1.21K +10 +0.6%
KC
2118
KHP Capital
Oklahoma
$196K
BA
2119
Ballew Advisors
Mississippi
$195K -$9.71K -80 -4%
LFASL
2120
Lugano Financial Advisors SA (LFA)
Switzerland
$194K -$277K -2,281 -59%
AIP
2121
Almanack Investment Partners
Pennsylvania
$188K +$188K +1,553 New
C
2122
Cerebellum
California
$185K +$3.76K +31 +2%
NCM
2123
New Capital Management
Texas
$185K +$10.2K +84 +6%
BC
2124
Barnett & Company
Tennessee
$185K +$33.2K +274 +22%
IP
2125
Isthmus Partners
Wisconsin
$183K +$23.1K +190 +15%

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.