We are live on ! Find out more
CVX icon

Chevron

2,207 hedge funds and large institutions have $156B invested in Chevron in 2017 Q4 according to their latest regulatory filings, with 281 funds opening new positions, 811 increasing their positions, 883 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

361% more first-time investments, than exits

New positions opened: 281 | Existing positions closed: 61

19% more funds holding in top 10

Funds holding in top 10: 172205 (+33)

10% more funds holding

Funds holding: 2,0022,207 (+205)

8% more capital invested

Capital invested by funds: $145B → $156B (+$10.9B)

0.51% more ownership

Funds ownership: 65.03%65.53% (+0.51%)

8% less repeat investments, than reductions

Existing positions increased: 811 | Existing positions reduced: 883

37% less call options, than puts

Call options by funds: $1.62B | Put options by funds: $2.55B

Holders
2,207
Holders Change
+205
Holders Change %
+10.24%
% of All Funds
50.05%
Holding in Top 10
205
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+19.19%
% of All Funds
4.65%
New
281
Increased
811
Reduced
883
Closed
61
Calls
$1.62B
Puts
$2.55B
Net Calls
-$934M
Net Calls Change
-$121M
Name Holding Trade Value Shares
Change
Change in
Stake
MHC
276
Meyer Handelman Company
New York
$34.5M -$5.34M -45,000 -14%
MIFH
277
Migdal Insurance & Financial Holdings
Israel
$34.5M +$194K +1,639 +0.6%
MOACM
278
Mutual of America Capital Management
New York
$34.4M +$1.07M +9,045 +3%
DILIC
279
Dai-ichi Life Insurance Company
Japan
$34.4M +$3.21M +27,061 +11%
FP
280
Foundry Partners
Minnesota
$34.4M +$18.1M +152,705 +125%
BTS
281
BB&T Securities
Virginia
$34.4M -$21.7M -183,080 -40%
JCM
282
Janney Capital Management
Pennsylvania
$34.4M -$311K -2,624 -0.9%
UB
283
UMB Bank
Missouri
$34.4M +$233K +1,962 +0.7%
DIA
284
Davidson Investment Advisors
Montana
$34.1M +$268K +2,260 +0.8%
SCA
285
STALEY CAPITAL ADVISERS
Pennsylvania
$33.8M +$27.7K +234 +0.1%
Ninety One (UK)
286
Ninety One (UK)
United Kingdom
$33.3M -$27.1M -228,136 -46%
MSA
287
Mason Street Advisors
Wisconsin
$33.1M +$178K +1,505 +0.6%
CSIC
288
Clifford Swan Investment Counsel
California
$32.4M -$4.51K -38 -0%
AG
289
Advisor Group
Arizona
$32.4M -$859K -7,240 -3%
PI
290
PineBridge Investments
New York
$32.3M +$19.4M +163,473 +173%
BIP
291
Brandes Investment Partners
California
$32.2M -$4.76M -40,144 -13%
QI
292
QS Investors
New York
$32.1M -$1.5M -12,671 -5%
CIBC Asset Management
293
CIBC Asset Management
Ontario, Canada
$31.9M +$631K +5,318 +2%
KIA
294
KCM Investment Advisors
California
$31.6M -$946K -7,981 -3%
TAM
295
Tyers Asset Management
Texas
$31.5M -$577K -4,862 -2%
QI
296
QV Investors
Alberta, Canada
$31.2M -$340K -2,870 -1%
RIA
297
RPG Investment Advisory
California
$31.2M -$3.27M -27,560 -10%
CCM
298
Covington Capital Management
California
$31M -$68.7K -579 -0.2%
WPC
299
Waters Parkerson & Co
Louisiana
$31M -$91.4K -771 -0.3%
PNC
300
Park National Corp
Ohio
$31M -$1.62M -13,702 -5%

CVX Hedge Fund Activity: Q4 2017 in Review

2,207 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q4 2017, worth a combined $156B — up 7.6% from $145B a quarter earlier.

Buyers outnumbered sellers: 281 funds opened new CVX positions and 61 closed out — a net gain of 220 holders — while 811 added to existing stakes and 883 trimmed.

The largest buyer was Alleghany Corporation, opening a new position worth an estimated $408M. The largest seller was Capital International Investors, cutting an estimated $479M.

  • 2,207 institutional investors held Chevron (CVX) as of Q4 2017, up from 2,002 in Q3 2017.
  • Funds reported $156B of Chevron stock for Q4 2017, up 7.6% quarter-over-quarter.
  • 281 funds opened new Chevron positions in Q4 2017 and 61 closed out, a net change of +220 holders.
  • The largest Chevron buyer in Q4 2017 was Alleghany Corporation, an estimated $408M added.
  • The largest Chevron seller in Q4 2017 was Capital International Investors, an estimated $479M sold.

Based on aggregated 13F filings for Q4 2017.