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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
ASA
901
Armstrong Shaw Associates
Connecticut
$3.85M +$17.8K +150 +0.5%
EI
902
EDMP Inc
Florida
$3.84M -$144K -1,214 -4%
EFS
903
Essex Financial Services
Connecticut
$3.79M -$189K -1,597 -5%
HSA
904
HBK Sorce Advisory
Pennsylvania
$3.78M +$1.29M +10,879 +56%
RIL
905
Rothschild Investment LLC
Illinois
$3.78M -$144K -1,216 -4%
BFA
906
Benedict Financial Advisors
Georgia
$3.77M -$30.8K -260 -0.9%
GIA
907
GHP Investment Advisors
Colorado
$3.77M -$26.4K -223 -0.7%
AAM
908
Azzad Asset Management
Virginia
$3.76M +$139K +1,176 +4%
CVSCT
909
C.V. Starr & Co Trust
New York
$3.76M
SC
910
Schulhoff & Co
Ohio
$3.76M +$593 +5 +0%
RAG
911
Roof Advisory Group
Pennsylvania
$3.74M +$3.55M +29,908 New
PBO
912
Peoples Bank (Ohio)
Ohio
$3.73M +$14.8K +125 +0.4%
IC
913
Intersect Capital
California
$3.72M -$346K -2,921 -9%
EAMA
914
EFG Asset Management (Americas)
Florida
$3.72M +$1.32M +11,154 +60%
WSCM
915
Wellington Shields Capital Management
New York
$3.72M +$1M +8,450 +40%
Twin Tree Management
916
Twin Tree Management
Texas
$3.71M +$3.04M +25,613 +636%
SRC
917
Shufro Rose & Co
New York
$3.71M -$1.42K -12 -0%
PWPCM
918
Perella Weinberg Partners Capital Management
New York
$3.68M +$3.49M +29,402 New
GIA
919
Guyasuta Investment Advisors
Pennsylvania
$3.68M +$27.9K +235 +0.8%
MNBTD
920
Moody National Bank Trust Division
Texas
$3.68M
PCFFS
921
Pacific Center for Financial Services
California
$3.68M -$134K -1,127 -4%
RHFI
922
Reilly Herbert Faulkner III
$3.68M +$44.5K +375 +1%
SWM
923
Segment Wealth Management
Texas
$3.67M +$104K +873 +3%
MIP
924
Marietta Investment Partners
Wisconsin
$3.67M -$73.4K -619 -2%
FRA
925
Front Row Advisors
California
$3.66M +$3.46M +29,220 New

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.