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
Charles Schwab
26
Charles Schwab
California
$1.06B +$27.9M +234,920 +3%
TCIM
27
TIAA CREF Investment Management
New York
$965M -$41.1M -346,567 -4%
Barrow, Hanley, Mewhinney & Strauss
28
Barrow, Hanley, Mewhinney & Strauss
Texas
$951M -$4.54M -38,289 -0.5%
Boston Partners
29
Boston Partners
Massachusetts
$915M -$204M -1,724,489 -19%
UBS AM
30
UBS AM
Illinois
$908M +$86.9M +732,739 +11%
Swiss National Bank
31
Swiss National Bank
Switzerland
$880M +$984K +8,300 +0.1%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$848M +$30.8M +259,903 +4%
Massachusetts Financial Services
33
Massachusetts Financial Services
Massachusetts
$798M -$6.49M -54,702 -0.9%
Federated Hermes
34
Federated Hermes
Pennsylvania
$791M -$67.3M -567,359 -8%
Macquarie Group
35
Macquarie Group
Australia
$761M -$27.5M -231,872 -4%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$737M +$8.96M +75,585 +1%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$717M +$113M +955,014 +20%
PPA
38
Parametric Portfolio Associates
Washington
$694M +$28.2M +238,040 +4%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$671M -$7.88M -66,460 -1%
AllianceBernstein
40
AllianceBernstein
Tennessee
$660M -$36.1M -304,775 -5%
Fayez Sarofim & Co
41
Fayez Sarofim & Co
Texas
$656M -$22.2M -186,975 -3%
HSBC Holdings
42
HSBC Holdings
United Kingdom
$646M +$179M +1,509,121 +41%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$635M +$10.7M +89,894 +2%
Principal Financial Group
44
Principal Financial Group
Iowa
$615M -$16.6M -139,889 -3%
American Century Companies
45
American Century Companies
Missouri
$613M -$24M -202,028 -4%
LSV Asset Management
46
LSV Asset Management
Illinois
$612M -$12.9M -109,190 -2%
AIG
47
American International Group
New York
$612M -$5.28M -44,527 -0.9%
TA
48
Teachers Advisors
New York
$577M -$28.5M -240,265 -5%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$566M -$31.4M -265,115 -6%
Deutsche Bank
50
Deutsche Bank
Germany
$561M +$165M +1,391,417 +45%

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.