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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
IFAM
801
Institutional & Family Asset Management
Colorado
$4.89M +$162K +1,366 +4%
CB
802
Community Bank
New York
$4.89M +$515K +4,343 +13%
CCM
803
Catawba Capital Management
Virginia
$4.88M -$205K -1,730 -4%
PAA
804
Peregrine Asset Advisers
Oregon
$4.87M -$78.9K -665 -2%
KPCM
805
Kings Point Capital Management
New York
$4.87M +$1.29M +10,850 +39%
AF
806
Arrow Financial
New York
$4.85M -$36.6K -309 -0.8%
PR
807
Payden & Rygel
California
$4.83M -$21.6M -182,500 -83%
TMAM
808
Tokio Marine Asset Management
Japan
$4.79M -$670K -5,648 -13%
CLOS
809
Compagnie Lombard Odier SCmA
Switzerland
$4.79M +$2.17M +18,268 +92%
LNWWM
810
Laird Norton Wetherby Wealth Management
California
$4.78M +$254K +2,142 +6%
APSI
811
Asset Planning Services Inc
Louisiana
$4.77M +$5.93K +50 +0.1%
PFS
812
Prospera Financial Services
Texas
$4.75M +$35K +295 +0.8%
CBN
813
Cadence Bank NA
Texas
$4.75M -$57.5K -485 -1%
HWM
814
Holloway Wealth Management
Florida
$4.74M
MCM
815
Maryland Capital Management
Maryland
$4.74M -$454K -3,832 -9%
SNT
816
Security National Trust
West Virginia
$4.72M -$120K -1,013 -3%
FNT
817
First Nebraska Trust
Nebraska
$4.71M +$53K +447 +1%
CA
818
Clearstead Advisors
Ohio
$4.7M -$1.17M -9,884 -21%
FNBTCON
819
First National Bank & Trust Co of Newtown
Pennsylvania
$4.67M -$29.1K -245 -0.7%
AF
820
Allworth Financial
California
$4.66M +$155K +1,308 +4%
CM
821
Castleark Management
Illinois
$4.66M
IC
822
Inverness Counsel
New York
$4.65M -$689K -5,812 -14%
SFS
823
Strategic Financial Services
New York
$4.63M -$94K -793 -2%
MAM
824
Mastrapasqua Asset Management
Tennessee
$4.61M -$162K -1,365 -4%
HWA
825
HCR Wealth Advisors
California
$4.59M +$413K +3,485 +10%

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.