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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
CT
2126
Clearstead Trust
Maine
$180K
FC
2127
Ferris Capital
Massachusetts
$171K -$13.5K -111 -7%
LF
2128
Lee Financial
Texas
$169K -$87.1K -718 -34%
LWA
2129
Lenox Wealth Advisors
New York
$166K -$18.1K -149 -10%
CIA
2130
Cascade Investment Advisors
Oregon
$165K -$2.79K -23 -2%
IP
2131
Intellectus Partners
California
$160K
HI
2132
Harrington Investments
California
$157K
OBWP
2133
O'Brien Wealth Partners
Massachusetts
$154K +$149K +1,229 +4,389%
RAM
2134
Riggs Asset Management
Pennsylvania
$153K
PSC
2135
Prentiss Smith & Co
Vermont
$144K -$717K -5,912 -83%
SEIA
2136
Signature Estate & Investment Advisors
California
$144K +$143K +1,178 New
CFD
2137
Creative Financial Designs
Indiana
$142K -$19.4K -160 -12%
LWA
2138
Lowe Wealth Advisors
Maryland
$142K
CH
2139
Canton Hathaway
Rhode Island
$141K +$140K +1,150 New
AC
2140
Avestar Capital
New York
$140K -$31.3K -258 -18%
MSFP
2141
Mark Sheptoff Financial Planning
Connecticut
$138K +$94.4K +778 +222%
LWM
2142
Lenox Wealth Management
Ohio
$137K -$25.6K -211 -16%
CIM
2143
Contravisory Investment Management
Massachusetts
$136K +$1.58K +13 +1%
LFG
2144
LifePlan Financial Group
Ohio
$126K
WCMN
2145
Westchester Capital Management (Nebraska)
Nebraska
$126K
CSC
2146
Cove Street Capital
California
$122K
FWC
2147
First Washington Corp
Washington
$122K
TCM
2148
TD Capital Management
Tennessee
$122K +$28.4K +234 +31%
CCMW
2149
Cypress Capital Management (Wyoming)
Wyoming
$121K +$18.2K +150 +18%
FL
2150
Fort LP
Maryland
$118K +$118K +969 New

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.