We are live on ! Find out more
CVX icon

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
RT
376
Rockland Trust
Massachusetts
$19.1M +$939K +7,856 +5%
BCM
377
Becker Capital Management
Oregon
$19.1M -$20.8M -174,057 -51%
CM
378
CS McKee
Pennsylvania
$18.9M -$567K -4,740 -3%
EB
379
Eastern Bank
Massachusetts
$18.8M -$2.1M -17,602 -10%
EWM
380
Evercore Wealth Management
New York
$18.4M -$248K -2,076 -1%
ACM
381
Aviance Capital Management
Florida
$18.3M -$2.21M -18,527 -10%
NIM
382
Northeast Investment Management
Massachusetts
$18.2M -$337K -2,815 -2%
BTW
383
Boston Trust Walden
Massachusetts
$17.8M +$87.4K +731 +0.5%
VWM
384
Valley Wealth Managers
New Jersey
$17.8M +$480K +4,019 +3%
ANI
385
American National Insurance
Texas
$17.7M
BSA
386
Braun Stacey Associates
New York
$17.6M -$628K -5,255 -3%
RJT
387
Raymond James Trust
Florida
$17.6M -$14.1K -118 -0.1%
WIC
388
Willis Investment Counsel
Georgia
$17.3M +$203K +1,700 +1%
DWM
389
Doyle Wealth Management
Florida
$17.3M +$2.58M +21,558 +17%
MPWT
390
MassMutual Private Wealth & Trust
Connecticut
$17.3M +$940K +7,860 +5%
CA
391
Commerzbank Aktiengesellschaft
Germany
$17.1M +$3.07M +25,689 +21%
PAM
392
Private Asset Management
California
$17M -$2.93M -24,486 -14%
CS
393
Candriam SCA
Luxembourg
$17M +$6.76M +56,565 +61%
OC
394
Oppenheimer & Co
New York
$16.9M +$770K +6,437 +5%
FCI
395
Financial Counselors Inc
Kansas
$16.8M -$1.59M -13,332 -8%
JG
396
Jefferies Group
New York
$16.8M -$424K -3,549 -2%
RW
397
Rand Wealth
Maryland
$16.7M -$279K -2,338 -2%
CTA
398
Carillon Tower Advisers
Florida
$16.6M -$701K -5,867 -4%
DADC
399
D.A. Davidson & Co
Montana
$16.5M +$1.15M +9,651 +7%
PFM
400
Parsec Financial Management
North Carolina
$16.5M -$439K -3,669 -2%

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.