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Chevron

2,211 hedge funds and large institutions have $143B invested in Chevron in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 910 increasing their positions, 964 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 79

0% more funds holding

Funds holding: 2,2062,211 (+5)

0.16% more ownership

Funds ownership: 65.53%65.69% (+0.16%)

6% less repeat investments, than reductions

Existing positions increased: 910 | Existing positions reduced: 964

8% less capital invested

Capital invested by funds: $156B → $143B (-$12.7B)

18% less call options, than puts

Call options by funds: $1.44B | Put options by funds: $1.77B

24% less funds holding in top 10

Funds holding in top 10: 205156 (-49)

Holders
2,211
Holders Change
+5
Holders Change %
+0.23%
% of All Funds
50.68%
Holding in Top 10
156
Holding in Top 10 Change
-49
Holding in Top 10 Change %
-23.9%
% of All Funds
3.58%
New
110
Increased
910
Reduced
964
Closed
79
Calls
$1.44B
Puts
$1.77B
Net Calls
-$322M
Net Calls Change
+$612M
Name Holding Trade Value Shares
Change
Change in
Stake
COPPSERS
301
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$28M +$1.16M +9,681 +4%
Northwestern Mutual Wealth Management
302
Northwestern Mutual Wealth Management
Wisconsin
$27.9M +$232K +1,939 +0.8%
CCM
303
Covington Capital Management
California
$27.6M -$692K -5,789 -2%
WB
304
WesBanco Bank
West Virginia
$27.5M +$2.38M +19,902 +9%
NAM
305
NorthCoast Asset Management
Connecticut
$27.4M +$5.2M +43,500 +22%
PNC
306
Park National Corp
Ohio
$27.3M -$1.01M -8,429 -3%
RIA
307
RPG Investment Advisory
California
$27.1M -$1.35M -11,305 -5%
ZIC
308
ZWJ Investment Counsel
Georgia
$26.9M -$45.4K -380 -0.2%
CPSAC
309
Chas P. Smith & Associates (CPS)
Florida
$26.5M +$590K +4,935 +2%
DWM
310
Destination Wealth Management
California
$26.2M +$230K +1,923 +0.8%
MIP
311
Mondrian Investment Partners
United Kingdom
$26.2M -$18.6M -155,411 -43%
NAM
312
Nissay Asset Management
Japan
$26.2M -$56.9K -476 -0.2%
VDI
313
Vaughan David Investments
Illinois
$26.2M +$400K +3,347 +1%
Truist Financial
314
Truist Financial
North Carolina
$26.1M +$1.55M +12,943 +6%
FTIOP
315
Fiduciary Trust International of Pennsylvania
Pennsylvania
$25.7M +$356K +2,977 +1%
WG
316
Welch Group
Alabama
$25.7M +$5.52M +46,145 +26%
BIM
317
Bridges Investment Management
Nebraska
$25.7M +$9.49M +79,350 +54%
FMW
318
Farr Miller & Washington
District of Columbia
$25.6M -$58.2K -487 -0.2%
BIP
319
Brandes Investment Partners
California
$25.6M -$3.92M -32,797 -13%
SW
320
SVB Wealth
Massachusetts
$25.2M -$471K -3,943 -2%
ECM
321
Element Capital Management
New York
$25.2M +$26.4M +221,011 New
AB
322
Amalgamated Bank
New York
$25.2M -$402K -3,362 -2%
Jacobs Levy Equity Management
323
Jacobs Levy Equity Management
New Jersey
$25M +$326K +2,730 +1%
WHRC
324
W.H. Reaves & Co
New Jersey
$24.8M -$30.5M -255,047 -54%
GHCM
325
Glen Harbor Capital Management
California
$24.8M +$4.09M +34,176 +19%

CVX Hedge Fund Activity: Q1 2018 in Review

2,211 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q1 2018, worth a combined $143B — down 8.1% from $156B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new CVX positions and 79 closed out — a net gain of 31 holders — while 910 added to existing stakes and 964 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $731M. The largest seller was State Street, cutting an estimated $480M.

  • 2,211 institutional investors held Chevron (CVX) as of Q1 2018, up from 2,206 in Q4 2017.
  • Funds reported $143B of Chevron stock for Q1 2018, down 8.1% quarter-over-quarter.
  • 110 funds opened new Chevron positions in Q1 2018 and 79 closed out, a net change of +31 holders.
  • The largest Chevron buyer in Q1 2018 was Deutsche Bank, an estimated $731M added.
  • The largest Chevron seller in Q1 2018 was State Street, an estimated $480M sold.

Based on aggregated 13F filings for Q1 2018.