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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
RWA
876
River Wealth Advisors
Pennsylvania
$4.05M +$26.8K +226 +0.7%
CCM
877
Carderock Capital Management
Maryland
$4.05M +$489K +4,120 +15%
ACM
878
Argyle Capital Management
Pennsylvania
$4.03M -$5.93K -50 -0.2%
AWP
879
Ascent Wealth Partners
New York
$4.02M +$28.8K +243 +0.8%
FCIM
880
Fairview Capital Investment Management
California
$4.01M -$73K -616 -2%
BIAS
881
Beacon Investment Advisory Services
New Jersey
$4.01M -$947K -7,983 -20%
CWM
882
Catamount Wealth Management
Connecticut
$4.01M -$155K -1,308 -4%
IA
883
IFG Advisory
Georgia
$4M +$3.79M +31,998 New
FMT
884
First Mercantile Trust
Tennessee
$4M -$478K -4,035 -11%
HC
885
Hampstead Capital
United Kingdom
$3.99M +$308K +2,600 +9%
TAM
886
Taurus Asset Management
New York
$3.98M +$121K +1,018 +3%
BRWA
887
B. Riley Wealth Advisors
Florida
$3.96M -$35.3K -298 -0.9%
SS
888
Simplicity Solutions
Minnesota
$3.96M +$2.82M +23,771 +304%
WIC
889
Woodmont Investment Counsel
Tennessee
$3.94M -$19.6K -165 -0.5%
AMG
890
Advisors Management Group
Wisconsin
$3.92M +$35.8K +302 +1%
FMWA
891
Forvis Mazars Wealth Advisors
Missouri
$3.92M -$58.7K -495 -2%
FCH
892
Freestone Capital Holdings
Washington
$3.9M -$67.1K -566 -2%
CT
893
Coastline Trust
Rhode Island
$3.9M +$359K +3,030 +11%
RMAM
894
Raab & Moskowitz Asset Management
New Jersey
$3.9M -$181K -1,523 -5%
PPSG
895
Princeton Portfolio Strategies Group
New Jersey
$3.89M -$5.1K -43 -0.1%
KFS
896
Kurt F. Somerville
$3.89M +$184K +1,550 +5%
BCCM
897
Bridge Creek Capital Management
Massachusetts
$3.88M -$224K -1,892 -6%
LFAS
898
Level Four Advisory Services
Texas
$3.88M +$311K +2,619 +9%
JFGIW
899
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.87M -$140K -1,184 -4%
PIM
900
Penobscot Investment Management
Massachusetts
$3.87M -$76.2K -643 -2%

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.