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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
JAM
451
Jupiter Asset Management
United Kingdom
$13.4M -$3.07M -25,672 -18%
PTC
452
Philadelphia Trust Company
Pennsylvania
$13.3M -$757K -6,331 -5%
LSERS
453
Louisiana State Employees Retirement System
Louisiana
$13.3M +$191K +1,600 +1%
BCM
454
BTR Capital Management
California
$13.3M -$117K -975 -0.8%
Daiwa Securities Group
455
Daiwa Securities Group
Japan
$13.2M -$1.19M -9,990 -10%
MLL
456
Moody Lynn & Lieberson
Massachusetts
$13.2M -$4.62M -38,607 -25%
CCM
457
Cadence Capital Management
Massachusetts
$13.1M -$428K -3,583 -3%
GJIC
458
Gamble Jones Investment Counsel
California
$13.1M -$120K -1,002 -0.9%
GAM
459
Griffin Asset Management
New York
$13M +$235K +1,962 +2%
FNF
460
Fidelity National Financial
Florida
$12.9M
TBA
461
Tower Bridge Advisors
Pennsylvania
$12.8M +$2.34M +19,562 +21%
BHWM
462
Bar Harbor Wealth Management
New Hampshire
$12.8M -$323K -2,702 -2%
MAM
463
Majedie Asset Management
United Kingdom
$12.7M +$1.08M +9,076 +9%
SAM
464
Sompo Asset Management
Japan
$12.7M -$214K -1,790 -2%
FA
465
FDx Advisors
Illinois
$12.6M -$2.41M -20,164 -15%
BA
466
Boston Advisors
Massachusetts
$12.5M -$1.38M -11,529 -10%
GGI
467
Godsey & Gibb Inc
Virginia
$12.5M +$124K +1,040 +1%
DBT
468
Dubuque Bank & Trust
Iowa
$12.5M -$349K -2,918 -3%
Mariner
469
Mariner
Kansas
$12.4M +$534K +4,470 +4%
FBA
470
Front Barnett Associates
Illinois
$12.3M +$218K +1,820 +2%
SHCM
471
Stokes & Hubbell Capital Management
Louisiana
$12.2M +$894K +7,475 +8%
Public Sector Pension Investment Board (PSP Investments)
472
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.2M -$102M -852,400 -89%
Jones Financial Companies
473
Jones Financial Companies
Missouri
$12.1M -$354K -2,959 -3%
BC
474
Brinker Capital
Pennsylvania
$12.1M +$529K +4,425 +4%
ECM
475
ETrade Capital Management
Virginia
$12.1M -$528K -4,419 -4%

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.