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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
TDC
2226
Thompson Davis & Co
Virginia
$9K +$8.61K +71 New
CI
2227
CX Institutional
Indiana
$8K
GWA
2228
Guidant Wealth Advisors
Illinois
$6K
ACM
2229
Advent Capital Management
New York
$6K +$5.46K +45 New
LBG
2230
Lloyds Banking Group
United Kingdom
$5K
OAJ
2231
Ogorek Anthony Joseph
New York
$5K
FRA
2232
Front Row Advisors
California
$3.25K +$18.2K +150 +0.5%
HCM
2233
Horrell Capital Management
Arkansas
$3K
BSG
2234
Black Swift Group
Colorado
$3K +$3.03K +25 New
CF
2235
Centaurus Financial
California
$2.39K -$3.85M -31,739 -100%
TCA
2236
Tortoise Capital Advisors
Kansas
$2K
CIR
2237
Clear Investment Research
Georgia
$2K +$1.94K +16 New
SSA
2238
South Street Advisors
New York
$1.18K +$31.5K +260 +3%
AJ
2239
Ashburton (Jersey)
Jersey
$1.13K -$252K -2,080 -18%
CIA
2240
CSat Investment Advisory
Michigan
$1K +$243 +2 +29%
WKWM
2241
Walter & Keenan Wealth Management
Indiana
$611 -$1.61M -13,300 -73%
Royal London Asset Management
2242
Royal London Asset Management
United Kingdom
-$99.7M -788,950 Closed
3CP
2243
3G Capital Partners
New York
-$37.9M -300,000 Closed
SI
2244
Sensato Investors
California
-$16.7M -132,400 Closed
Susquehanna International Group
2245
Susquehanna International Group
Pennsylvania
-$14.8M -121,866 Closed
TCM
2246
Thames Capital Management
New Jersey
-$10.4M -82,050 Closed
BA
2247
Bristol Advisors
Pennsylvania
-$9.29M -73,500 Closed
SFM
2248
Soros Fund Management
New York
-$7.59M -60,000 Closed
Balyasny Asset Management
2249
Balyasny Asset Management
Illinois
-$6.68M -52,855 Closed
Connor, Clark & Lunn Investment Management (CC&L)
2250
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$6.66M -52,675 Closed

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.