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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
AA
651
Ancora Advisors
Ohio
$7.31M -$1.35M -11,392 -16%
SAA
652
Southeast Asset Advisors
Georgia
$7.3M +$1.07K +9 +0%
HCA
653
Harbour Capital Advisors
Virginia
$7.29M -$711 -6 -0%
EA
654
Edge Advisors
Georgia
$7.28M -$107K -901 -2%
FIB
655
First Interstate Bank
Montana
$7.24M -$77.6K -654 -1%
HTHT
656
Hemenway Trust Hemenway Trust
New Hampshire
$7.23M +$53.4K +450 +0.8%
CA
657
Cetera Advisors
Colorado
$7.22M -$588K -4,960 -8%
BFA
658
Bragg Financial Advisors
North Carolina
$7.22M -$86.1K -726 -1%
WSFS
659
Wilmington Savings Fund Society
Delaware
$7.2M -$462K -3,898 -6%
MCM
660
MAI Capital Management
Ohio
$7.19M +$34.3K +289 +0.5%
SPIA
661
Steward Partners Investment Advisory
New York
$7.17M +$719K +6,061 +12%
MCTIC
662
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$7.16M -$43.4K -366 -0.6%
PJSIMP
663
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.11M -$19.8K -167 -0.3%
LS
664
Livforsakringsbolaget Skandia
Sweden
$7.08M -$1.09M -9,200 -14%
LW
665
Linscomb Wealth
Texas
$7.08M +$474K +4,001 +8%
SCM
666
Sirios Capital Management
Massachusetts
$7.04M +$6.67M +56,249 New
MPM
667
Meritage Portfolio Management
Kansas
$7.03M -$369K -3,114 -5%
DLA
668
Douglas Lane & Associates
New York
$7.03M -$112K -943 -2%
NFC
669
Northeast Financial Consultants
Connecticut
$7.02M
SFS
670
Sowell Financial Services
Arkansas
$7.01M -$857K -7,231 -12%
CIA
671
Covington Investment Advisors
Pennsylvania
$6.99M +$47.4K +400 +0.7%
BWM
672
Buckley Wealth Management
Nevada
$6.98M +$6.61M +55,779 New
MIC
673
Meridian Investment Counsel
California
$6.95M
SCI
674
S&CO Inc
Massachusetts
$6.95M -$11.9K -100 -0.2%
GH
675
GAM Holding
Switzerland
$6.93M +$654K +5,517 +11%

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.