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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
SFPIA
2201
Stevens First Principles Investment Advisors
California
$31K
RFWA
2202
RPg Family Wealth Advisory
Massachusetts
$30.6K
TVWM
2203
Tower View Wealth Management
Wisconsin
$30K
APSP
2204
Asset Planning Services (Pennsylvania)
Pennsylvania
$30K +$243 +2 +0.8%
WG
2205
Welch Group
Alabama
$28K +$558K +4,602 +2%
TG
2206
TLP Group
Illinois
$28K -$57.3K -472 -68%
FCT
2207
Family Capital Trust
Massachusetts
$28K +$28.1K +232 New
MIP
2208
Mondrian Investment Partners
United Kingdom
$26K -$17M -140,036 -100%
PS
2209
Portfolio Strategies
New York
$26K -$9.71K -80 -28%
CFN
2210
Cordasco Financial Network
Florida
$24K -$26.7K -220 -53%
TWMP
2211
Taylor Wealth Management Partners
Massachusetts
$24K
WAS
2212
WESPAC Advisors SoCal
California
$23K +$23.4K +193 New
HS
2213
Horan Securities
United States
$22K
PG
2214
Proffitt & Goodson
Tennessee
$22K +$21.8K +180 New
LGWM
2215
Litman Gregory Wealth Management
California
$21K
PI
2216
Parkside Investments
Illinois
$21K +$21.6K +178 New
CFG
2217
CKW Financial Group
Hawaii
$20K +$121 +1 +0.6%
OWA
2218
One Wealth Advisors
California
$19K +$2.18K +18 +13%
JAM
2219
JCIC Asset Management
Ontario, Canada
$19K +$15.8K +130 +542%
TA
2220
Townsend & Associates
Colorado
$18K +$121 +1 +0.7%
PW
2221
Price Wealth
Texas
$17K -$67.2K -554 -80%
BIMC
2222
Benson Investment Management Company
Virginia
$13K
PC
2223
Precocity Capital
Connecticut
$12.2K -$3.03M -25,000 -20%
CFA
2224
Camarda Financial Advisors
Florida
$10K
FA
2225
Fortis Advisors
Pennsylvania
$9K +$121 +1 +1%

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.