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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
CRWM
951
Castle Rock Wealth Management
California
$3.45M +$3.26M +27,534 New
MHIC
952
Marble Harbor Investment Counsel
Massachusetts
$3.44M
KTM
953
Keeler Thomas Management
Utah
$3.43M +$3.25M +27,387 New
FMTCOCP
954
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.42M -$90.4K -762 -3%
VCA
955
Verdence Capital Advisors
Maryland
$3.42M +$3.23M +27,278 New
TCCM
956
Timber Creek Capital Management
Massachusetts
$3.41M +$5.34K +45 +0.2%
AP
957
AHL Partners
United Kingdom
$3.4M +$1.15M +9,679 +55%
EIM
958
Essex Investment Management
Massachusetts
$3.38M +$2.49M +20,965 +345%
PVWM
959
Point View Wealth Management
New Jersey
$3.36M -$72.8K -614 -2%
BA
960
Bridgewater Associates
Connecticut
$3.35M -$533K -4,498 -14%
CHC
961
City Holding Co
West Virginia
$3.35M -$56.6K -477 -2%
AIM
962
Assured Investment Management
New York
$3.35M +$3.17M +26,746 New
HCM
963
Hutchinson Capital Management
California
$3.34M -$7.59K -64 -0.2%
DS
964
DRW Securities
Illinois
$3.33M +$3.16M +26,616 New
WTB
965
Washington Trust Bank
Washington
$3.33M +$199K +1,676 +7%
FPCP
966
Fort Point Capital Partners
California
$3.31M +$4.98K +42 +0.2%
PA
967
Parallel Advisors
California
$3.31M -$31.1K -262 -1%
APP
968
Avantax Planning Partners
Iowa
$3.3M -$1.8M -15,208 -37%
AIM
969
Artemis Investment Management
United Kingdom
$3.3M -$41.6M -350,399 -93%
NL
970
NWAM LLC
Washington
$3.29M -$84.3K -711 -3%
CI
971
Capital International
California
$3.27M -$14.5M -122,153 -82%
FFWA
972
FRG Family Wealth Advisors
Washington
$3.27M -$66.4K -560 -2%
AAM
973
Auxier Asset Management
Oregon
$3.27M -$7.12K -60 -0.2%
HCM
974
Hengehold Capital Management
Ohio
$3.27M -$160K -1,353 -5%
PWAP
975
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.27M +$356K +2,999 +13%

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.