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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
PFGIA
2151
Patriot Financial Group Insurance Agency
Massachusetts
$117K +$25.7K +212 +28%
EARNEST Partners
2152
EARNEST Partners
Georgia
$116K
FFW
2153
Fusion Family Wealth
New York
$113K +$243 +2 +0.2%
CPH
2154
C Partners Holding
Switzerland
$111K -$101K -832 -48%
CC
2155
Claybrook Capital
Massachusetts
$110K
SIAS
2156
Shine Investment Advisory Services
Colorado
$109K -$71.2K -587 -40%
FEG
2157
Financial Enhancement Group
Indiana
$107K
LYV
2158
Live Your Vision
Pennsylvania
$105K +$4.85K +40 +5%
ME
2159
McIlrath & Eck
Washington
$104K
DRS
2160
Deane Retirement Strategies
Louisiana
$103K
WA
2161
WealthTrust-Arizona
Arizona
$102K +$20.3K +167 +25%
IOOF
2162
Independent Order of Foresters
Ontario, Canada
$97K -$173K -1,430 -64%
MWM
2163
MinichMacGregor Wealth Management
New York
$94K -$85.8K -707 -48%
KL
2164
KWMG LLC
Kansas
$88K
MCM
2165
Mainstay Capital Management
Michigan
$86K
BHB
2166
Bank Hapoalim BM
Israel
$81K
MIM
2167
Macroview Investment Management
Maryland
$81K +$2.06K +17 +3%
SPL
2168
Smart Portfolios LLC
Washington
$73K
RWG
2169
Regal Wealth Group
California
$73K +$607 +5 +0.8%
MWM
2170
Mascoma Wealth Management
New Hampshire
$72K -$9.71K -80 -12%
SIS
2171
Sound Income Strategies
Florida
$72K +$2.31K +19 +3%
BCI
2172
Brinker Capital Investments
Pennsylvania
$72K +$3.88K +32 +6%
ACA
2173
Atlas Capital Advisors
Wyoming
$70.8K
AIS
2174
Accurate Investment Solutions
Pennsylvania
$70K -$84.2K -694 -55%
RCG
2175
Ruggie Capital Group
Florida
$67K -$139K -1,149 -68%

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.