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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
AF
776
Alerus Financial
North Dakota
$5.25M -$1.19M -10,073 -19%
SWM
777
SVA Wealth Management
Wisconsin
$5.25M -$160K -1,351 -3%
LIM
778
Leavell Investment Management
Alabama
$5.21M -$71K -599 -1%
CIP
779
Convergence Investment Partners
Florida
$5.2M +$2.32M +19,599 +89%
HW
780
Hancock Whitney
Mississippi
$5.19M -$12.9M -108,482 -72%
CBB
781
Citizens Business Bank
California
$5.18M -$727K -6,132 -13%
EWA
782
EP Wealth Advisors
California
$5.15M +$457K +3,853 +10%
UR
783
USCA RIA
Texas
$5.14M -$259K -2,185 -5%
ISB
784
Iowa State Bank
Iowa
$5.13M +$48K +405 +1%
TWA
785
TCI Wealth Advisors
Arizona
$5.13M -$64.9K -547 -1%
SCA
786
Stonebridge Capital Advisors
Minnesota
$5.07M +$40.4K +341 +0.8%
BCM
787
Boltwood Capital Management
California
$5.03M -$17.2K -145 -0.4%
MC
788
Middleton & Co
Massachusetts
$5.02M -$203K -1,710 -4%
WIA
789
Wealthstreet Investment Advisors
Texas
$5.02M +$4.75M +40,084 New
LIC
790
Lodestar Investment Counsel
Illinois
$5.01M +$237K +2,000 +5%
LKIM
791
Lawson Kroeker Investment Management
Nebraska
$5.01M -$518K -4,365 -10%
CS
792
Comerica Securities
Michigan
$5M +$19.6K +165 +0.4%
BAM
793
Barrett Asset Management
New York
$4.99M +$213K +1,796 +5%
FNB
794
Farmers National Bank
Kentucky
$4.99M +$139K +1,174 +3%
KC
795
Kepos Capital
New York
$4.97M +$3.57M +30,122 +313%
IAA
796
Independent Advisor Alliance
North Carolina
$4.97M +$739K +6,235 +19%
PWW
797
Pettyjohn Wood & White
Virginia
$4.96M -$210K -1,775 -4%
NIM
798
NXG Investment Management
Texas
$4.96M
RCM
799
Riverhead Capital Management
Delaware
$4.93M +$587K +4,949 +14%
CT
800
Chicago Trust
Illinois
$4.92M +$130K +1,096 +3%

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.