We are live on ! Find out more
CVX icon

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
GCM
1076
Graham Capital Management
Connecticut
$2.65M +$2.51M +21,177 New
SCA
1077
Spearhead Capital Advisors
Florida
$2.65M +$2.51M +21,145 New
Wealth Enhancement Advisory Services
1078
Wealth Enhancement Advisory Services
Minnesota
$2.63M -$157K -1,327 -6%
MRCM
1079
M&R Capital Management
New Jersey
$2.63M +$33K +278 +1%
PCA
1080
Providence Capital Advisors
North Carolina
$2.63M +$2.49M +20,976 New
HAG
1081
HighPoint Advisor Group
Illinois
$2.62M -$57.7K -487 -2%
SBWM
1082
Sunflower Bank Wealth Management
Arizona
$2.62M -$236K -1,990 -9%
APA
1083
American Portfolios Advisors
New York
$2.61M +$2.48M +20,883 New
SMG
1084
Spectrum Management Group
Indiana
$2.61M -$845K -7,130 -25%
DPIM
1085
Duff & Phelps Investment Management
Illinois
$2.61M -$48.6K -410 -2%
RG
1086
Renaissance Group
Kentucky
$2.6M -$125K -1,052 -5%
BFEC
1087
Benjamin F. Edwards & Company
Missouri
$2.6M -$845K -7,125 -26%
QT
1088
Quantbot Technologies
New York
$2.6M +$858K +7,237 +54%
SCM
1089
Stellar Capital Management
Arizona
$2.58M +$41.5K +350 +2%
PAI
1090
Pittenger & Anderson Inc
Nebraska
$2.58M +$97.8K +825 +4%
ST
1091
Smithfield Trust
Pennsylvania
$2.57M +$43.2K +364 +2%
ACM
1092
Alpha Capital Management
Texas
$2.57M -$33.8K -285 -1%
WOC
1093
West Oak Capital
California
$2.57M -$45.3K -382 -2%
SIC
1094
Sigma Investment Counselors
Michigan
$2.56M -$64.6K -545 -3%
SAMC
1095
Spectrum Asset Management (California)
California
$2.51M -$33.6K -283 -1%
VF
1096
Virtu Financial
New York
$2.5M +$2.37M +20,006 New
AC
1097
Alley Company
Illinois
$2.5M +$12K +101 +0.5%
OIA
1098
Optimum Investment Advisors
Illinois
$2.5M +$23.1K +195 +1%
JAM
1099
Jolley Asset Management
North Carolina
$2.5M +$29.9K +252 +1%
CCA
1100
Checchi Capital Advisers
California
$2.5M +$35.8K +302 +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.