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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$18.3B +$230M +1,897,503 +1%
BlackRock
2
BlackRock
New York
$14.9B -$400M -3,300,417 -3%
State Street
3
State Street
Massachusetts
$14B -$77.9K -642 -0%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$5.27B -$308M -2,538,449 -6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$4.11B -$215M -1,770,891 -5%
Northern Trust
6
Northern Trust
Illinois
$3.2B -$35.5M -292,640 -1%
Capital World Investors
7
Capital World Investors
California
$2.92B -$1.76B -14,490,739 -38%
Capital International Investors
8
Capital International Investors
California
$2.91B +$1.76B +14,528,219 +157%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.76B +$126M +1,039,917 +5%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$2.6B -$8.35M -68,799 -0.3%
JP Morgan Chase
11
JP Morgan Chase
New York
$2.5B +$308M +2,539,132 +14%
Bank of America
12
Bank of America
North Carolina
$2.5B -$129M -1,065,401 -5%
Norges Bank
13
Norges Bank
Norway
$2.34B +$35.6M +293,540 +2%
Ameriprise
14
Ameriprise
Minnesota
$2.05B -$56.7M -467,060 -3%
State Farm Mutual Automobile Insurance
15
State Farm Mutual Automobile Insurance
Illinois
$2B
Morgan Stanley
16
Morgan Stanley
New York
$1.98B -$94M -774,990 -5%
Wells Fargo
17
Wells Fargo
California
$1.77B -$1.56M -12,844 -0.1%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$1.6B -$19.8M -163,186 -1%
UBS Group
19
UBS Group
Switzerland
$1.48B +$10.7M +88,549 +0.7%
Goldman Sachs
20
Goldman Sachs
New York
$1.41B -$6.32M -52,093 -0.5%
Capital Research Global Investors
21
Capital Research Global Investors
California
$1.29B -$1.34M -11,076 -0.1%
Invesco
22
Invesco
Georgia
$1.24B +$10.6M +87,037 +0.9%
Charles Schwab
23
Charles Schwab
California
$1.14B +$47.1M +387,836 +4%
Legal & General Group
24
Legal & General Group
United Kingdom
$1.11B +$21.8M +179,653 +2%
Franklin Resources
25
Franklin Resources
California
$1.07B +$2.87M +23,679 +0.3%

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.