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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
PCM
2176
Prelude Capital Management
New York
$67K +$66.7K +550 New
HCM
2177
Hilton Capital Management
New York
$65K -$3.52K -29 -5%
BAMG
2178
Brand Asset Management Group
Missouri
$65K
CAL
2179
Capital Advisors Ltd
Ohio
$64K +$53.5K +441 +531%
GC
2180
Grace Capital
Massachusetts
$61K
TFA
2181
Transamerica Financial Advisors
Florida
$59K -$3.15K -26 -5%
SIA
2182
SeaBridge Investment Advisors
New Jersey
$56K
ML
2183
McAdam LLC
Pennsylvania
$55K +$12.1K +100 +29%
EAM
2184
Exane Asset Management
France
$53.4K +$53K +437 New
WCM
2185
Wealthcare Capital Management
Virginia
$51K
MUS
2186
Mitsubishi UFJ Securities
Japan
$50K
PFO
2187
Pathstone Family Office
New Jersey
$50K +$12.6K +104 +35%
HIM
2188
Hillsdale Investment Management
Ontario, Canada
$49K -$218K -1,800 -82%
NC
2189
NewSquare Capital
Pennsylvania
$49K
WA
2190
WP Advisors
California
$49K +$485 +4 +1%
CWM
2191
Cedar Wealth Management
California
$44K
HH
2192
HWG Holdings
Texas
$41K
SWMG
2193
Signature Wealth Management Group
Georgia
$39K -$4.97K -41 -10%
AWMS
2194
Advocacy Wealth Management Services
Georgia
$39K
RBC
2195
Roble Belko & Company
Pennsylvania
$39K
BCM
2196
Brasada Capital Management
Texas
$39K +$23.4K +193 +152%
FGAM
2197
Financial Gravity Asset Management
Texas
$38K -$5.46K -45 -12%
IF
2198
Ironwood Financial
Arizona
$34K +$18.2K +150 +118%
BL
2199
Balentine LLC
Georgia
$33K +$10.3K +85 +45%
AP
2200
Arlington Partners
Alabama
$31K

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.