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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
CIA
701
Capital Investment Advisors
Georgia
$6.51M +$26.4K +223 +0.4%
OMCS
702
Old Mutual Customised Solutions
South Africa
$6.44M -$202K -1,700 -3%
NCM
703
Nelson Capital Management
California
$6.43M -$71.6K -604 -1%
AP
704
Advisor Partners
California
$6.4M +$339K +2,861 +6%
CIM
705
Cambria Investment Management
California
$6.37M +$21.3K +180 +0.4%
CA
706
CastleArk Alternatives
Illinois
$6.36M +$6.02M +50,800 New
CW
707
Cobiz Wealth
Colorado
$6.32M -$60.6K -511 -1%
KRSITF
708
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$6.32M +$40.9K +345 +0.7%
FBT
709
First Bankers Trust
Kentucky
$6.3M +$21.2K +179 +0.4%
GI
710
GAMCO Investors
Connecticut
$6.29M -$842K -7,100 -12%
MCM
711
Murphy Capital Management
New Jersey
$6.28M -$32.1K -271 -0.5%
BC
712
Brookfield Corp
Ontario, Canada
$6.27M +$5.93M +50,050 New
BIA
713
Biondo Investment Advisors
Pennsylvania
$6.26M +$43.3K +365 +0.7%
AT
714
Arden Trust
Delaware
$6.25M -$246K -2,073 -4%
CAM
715
Cypress Asset Management
Texas
$6.2M -$315K -2,660 -5%
SB
716
Simmons Bank
Arkansas
$6.19M +$53.7K +453 +0.9%
B
717
Brightworth
Georgia
$6.18M +$97.9K +826 +2%
BCM
718
Buckhead Capital Management
Georgia
$6.18M -$669K -5,641 -10%
OI
719
Oakbrook Investments
Illinois
$6.17M +$14.8K +125 +0.3%
NEI
720
Northwest & Ethical Investments
Ontario, Canada
$6.17M -$66.8K -563 -1%
CCA
721
Conservest Capital Advisors
Pennsylvania
$6.13M -$37.8K -319 -0.6%
FHA
722
First Horizon Advisors
Tennessee
$6.13M +$2.75M +23,221 +91%
SCA
723
Snowden Capital Advisors
New York
$6.11M +$1M +8,443 +21%
PCM
724
Palisade Capital Management
New Jersey
$6.1M +$1.41M +11,879 +32%
CIC
725
Cornercap Investment Counsel
Georgia
$6.08M -$69.8K -589 -1%

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.