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See Which Of The Latest 13F Filers Holds Chevron
Joel Kornblau - Wednesday, July 11, 2:07 PM

At Holdings Channel, we have reviewed the latest batch of the 23 most recent 13F filings for the 06/30/2018 reporting period, and noticed that Chevron Corporation (CVX) was held by 17 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.

Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.

Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in CVX positions, for this latest batch of 13F filers:

FundNew Position?Change In Share CountChange In Market Value ($ in 1000's)
Rowland & Co. Investment Counsel ADV Existing -265+$546
Mitchell Sinkler & Starr PA Existing -100+$227
Trust Co. of Vermont Existing +637+$1,297
Atalanta Sosnoff Capital LLC Existing -3,772+$6,678
TNB Financial Existing -159+$174
Addison Capital Co Existing -50+$42
First National Bank of Omaha Existing UNCH$UNCH
Arlington Partners LLC Existing UNCH+$3
Vigilant Capital Management LLC Existing -939-$37
Lucas Capital Management Existing +750+$116
M. Kraus & Co Existing +145+$184
Bremer Trust National Association Existing +8,056+$1,217
SOL Capital Management CO Existing +139+$107
First Citizens Bank & Trust Co. Existing +8,412+$1,946
Cordasco Financial Network Existing UNCH+$5
Catawba Capital Management VA Existing +461+$532
Capital Asset Advisory Services LLC Existing -186+$157
Aggregate Change: +13,129+$13,194

In terms of shares owned, we count 7 of the above funds having increased existing CVX positions from 03/31/2018 to 06/30/2018, with 7 having decreased their positions.

Looking beyond these particular funds in this one batch of most recent filers, we tallied up the CVX share count in the aggregate among all of the funds which held CVX at the 06/30/2018 reporting period (out of the 154 we looked at in total). We then compared that number to the sum total of CVX shares those same funds held back at the 03/31/2018 period, to see how the aggregate share count held by hedge funds has moved for CVX. We found that between these two periods, funds increased their holdings by 725,345 shares in the aggregate, from 9,942,763 up to 10,668,108 for a share count increase of approximately 7.30%. The overall top three funds holding CVX on 06/30/2018 were:

FundShares of CVX Held
1.Fisher Asset Management LLC 4,394,230
2.DAVENPORT & Co LLC 775,823
3.Gulf International Bank UK Ltd 616,286
4-10Find out the full Top 10 Hedge Funds Holding CVX

We'll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like Chevron Corporation (CVX).

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