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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
CVM
851
Cheviot Value Management
California
$4.34M -$48.3K -407 -1%
PWM
852
Perigon Wealth Management
California
$4.3M -$328K -2,769 -7%
WPIC
853
White Pine Investment Company
Michigan
$4.3M +$28.9K +244 +0.7%
PT
854
Plimoth Trust
Massachusetts
$4.29M +$4.07M +34,289 New
CAPTRUST Financial Advisors
855
CAPTRUST Financial Advisors
North Carolina
$4.29M +$3.34M +28,175 +466%
CSS
856
Cubist Systematic Strategies
Connecticut
$4.27M +$3.31M +27,942 +452%
SIG
857
Sky Investment Group
Connecticut
$4.27M +$52.2K +440 +1%
SIC
858
Salem Investment Counselors
North Carolina
$4.27M -$581K -4,900 -13%
BCP
859
Blue Chip Partners
Michigan
$4.27M +$1.13M +9,550 +39%
SFSIG
860
San Francisco Sentry Investment Group
California
$4.27M -$264K -2,223 -6%
MCM
861
McMillion Capital Management
North Carolina
$4.23M +$50.4K +425 +1%
DSC
862
Duncker Streett & Co
Missouri
$4.23M +$536K +4,521 +15%
FA
863
FMA Advisory
Pennsylvania
$4.22M +$234K +1,977 +6%
CBTWT
864
Community Bank & Trust (Waco, Texas)
Texas
$4.22M +$101K +852 +3%
Tudor Investment Corp
865
Tudor Investment Corp
Connecticut
$4.2M +$3.97M +33,516 New
OLA
866
Oliver Luxxe Assets
New Jersey
$4.19M +$75.7K +638 +2%
MYLI
867
Meiji Yasuda Life Insurance
Japan
$4.17M -$830 -7 -0%
YIA
868
YHB Investment Advisors
Connecticut
$4.16M +$136K +1,143 +4%
GIP
869
Greatmark Investment Partners
Georgia
$4.12M -$55.6K -469 -1%
SWM
870
Stockman Wealth Management
Montana
$4.12M +$8.42K +71 +0.2%
DIA
871
Denver Investment Advisors
Colorado
$4.12M -$67K -565 -2%
CFG
872
Citizens Financial Group
Rhode Island
$4.1M -$118K -999 -3%
SBSB
873
Sullivan, Bruyette, Speros & Blaney
Virginia
$4.1M -$11.6K -98 -0.3%
CWS
874
Cypress Wealth Services
California
$4.08M +$3.87M +32,603 New
WWM
875
Willingdon Wealth Management
North Carolina
$4.08M +$309K +2,602 +9%

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.