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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
GA
1101
Gateway Advisory
New Jersey
$2.49M +$94.4K +796 +4%
CA
1102
Cynosure Advisors
Utah
$2.49M +$2.36M +19,882 New
IBOK
1103
Independence Bank of Kentucky
Kentucky
$2.49M +$2.35M +19,859 New
KS
1104
Karpas Strategies
Connecticut
$2.48M +$1.54K +13 +0.1%
ECM
1105
EagleClaw Capital Management
Massachusetts
$2.48M +$178K +1,500 +8%
PG
1106
Patten Group
Tennessee
$2.48M -$30K -253 -1%
HWA
1107
Heritage Way Advisors
Illinois
$2.48M +$62.8K +530 +3%
FBT
1108
First Bank & Trust
South Dakota
$2.48M +$385K +3,247 +20%
HT
1109
Heritage Trust
Oklahoma
$2.46M +$1.19K +10 +0.1%
FUBT
1110
First United Bank & Trust
Maryland
$2.46M +$7.71K +65 +0.3%
ATC
1111
Argent Trust Co
Tennessee
$2.46M -$76.5K -645 -3%
CC
1112
Cornerstone Capital
California
$2.45M
CCG
1113
Cypress Capital Group
Florida
$2.45M -$86.2K -727 -4%
SAM
1114
Smithbridge Asset Management
Pennsylvania
$2.45M +$642K +5,414 +38%
TWM
1115
Titus Wealth Management
California
$2.44M +$2.32M +19,534 New
BHBT
1116
Burke & Herbert Bank & Trust
Virginia
$2.44M -$33.8K -285 -1%
SCM
1117
Snow Capital Management
Pennsylvania
$2.43M
RCAG
1118
Rehmann Capital Advisory Group
Michigan
$2.43M -$118K -998 -5%
CCM
1119
Crossvault Capital Management
Texas
$2.43M +$53.4K +450 +2%
LSCM
1120
LaSalle Street Capital Management
Illinois
$2.42M
BMM
1121
Buffington Mohr McNeal
Idaho
$2.42M +$5.93K +50 +0.3%
GBT
1122
Grove Bank & Trust
Florida
$2.42M -$172K -1,449 -7%
MHS
1123
M Holdings Securities
Oregon
$2.42M -$515K -4,340 -18%
BC
1124
Burney Company
Virginia
$2.41M +$211K +1,780 +10%
SG
1125
Somerset Group
Minnesota
$2.41M +$89.2K +752 +4%

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.