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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
First Manhattan
751
First Manhattan
New York
$5.68M -$6.64K -56 -0.1%
RWA
752
Ropes Wealth Advisors
Massachusetts
$5.67M -$199K -1,677 -4%
CAMG
753
CWA Asset Management Group
Florida
$5.65M +$592K +4,992 +12%
BFO
754
Boston Family Office
Massachusetts
$5.64M +$286K +2,410 +6%
LPT
755
Legacy Private Trust
Wisconsin
$5.64M +$715K +6,032 +15%
LWAC
756
Laurel Wealth Advisors (California)
California
$5.63M +$114K +965 +2%
FAIM
757
Financial Advocates Investment Management
Washington
$5.63M +$5.33M +44,990 New
DMIC
758
Dixon Mitchell Investment Counsel
British Columbia, Canada
$5.62M +$82.5K +696 +2%
Credit Agricole
759
Credit Agricole
France
$5.61M -$120M -1,009,667 -96%
Parallax Volatility Advisers
760
Parallax Volatility Advisers
California
$5.59M +$5.3M +44,679 New
GF
761
Goodman Financial
Texas
$5.57M +$57.3K +483 +1%
CCM
762
Cohen Capital Management
California
$5.53M -$11.9K -100 -0.2%
RB
763
Rodgers Brothers
Pennsylvania
$5.5M -$11.5K -97 -0.2%
RWM
764
RKL Wealth Management
Pennsylvania
$5.41M -$498K -4,199 -9%
Cerity Partners
765
Cerity Partners
New York
$5.41M +$94.5K +797 +2%
GCM
766
Garland Capital Management
Washington
$5.38M -$87.7K -740 -2%
ZCA
767
Zeke Capital Advisors
Pennsylvania
$5.35M +$1.25M +10,568 +33%
TIM
768
Thompson Investment Management
Wisconsin
$5.35M -$2.29M -19,312 -31%
KLC
769
Knowledge Leaders Capital
Colorado
$5.34M +$15.8K +133 +0.3%
NEAM
770
New England Asset Management
Connecticut
$5.34M -$154K -1,300 -3%
ARMC
771
American Research & Management Company
Massachusetts
$5.31M +$215K +1,811 +4%
WI
772
Welch Investments
Alabama
$5.3M +$66.2K +558 +1%
IIM
773
Ipswich Investment Management
Massachusetts
$5.29M -$156K -1,313 -3%
PTC
774
Private Trust Company
Ohio
$5.28M -$1.19K -10 -0%
CAM
775
Columbia Asset Management
Michigan
$5.27M +$41K +346 +0.8%

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.