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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
LCM
1126
Leisure Capital Management
California
$2.4M -$165K -1,390 -7%
CB
1127
Cadence Bank
Mississippi
$2.4M +$2.27M +19,163 New
LPC
1128
Loeb Partners Corp
New York
$2.4M
HI
1129
Hudock Inc
Pennsylvania
$2.39M +$64.7K +546 +3%
PFSC
1130
Peoples Financial Services Corp
Pennsylvania
$2.38M
PCA
1131
Private Capital Advisors
Connecticut
$2.37M -$637K -5,374 -22%
HW
1132
Hedeker Wealth
Illinois
$2.37M +$107K +902 +5%
LAIC
1133
Lederer & Associates Investment Counsel
California
$2.36M +$15.4K +130 +0.7%
PL
1134
Parthenon LLC
Kentucky
$2.35M +$16.1K +136 +0.7%
CL
1135
Choreo LLC
Illinois
$2.35M +$54.7K +461 +3%
WF
1136
WoodTrust Financial
Wisconsin
$2.34M +$2.22M +18,726 New
SAM
1137
Strategy Asset Managers
California
$2.34M +$30.4K +256 +1%
NSAM
1138
North Star Asset Management
Wisconsin
$2.34M +$910K +7,671 +69%
B
1139
Bailard
California
$2.34M +$95.6K +806 +5%
MWM
1140
Marietta Wealth Management
Georgia
$2.33M -$102K -856 -4%
BTNA
1141
Bremer Trust National Association
Minnesota
$2.33M -$7.83K -66 -0.4%
SAM
1142
Sawgrass Asset Management
Florida
$2.33M -$130K -1,100 -6%
AIA
1143
Allegis Investment Advisors
Idaho
$2.33M -$1.62M -13,627 -42%
WC
1144
Whitnell & Co
Illinois
$2.33M -$182K -1,534 -8%
HPC
1145
Hobart Private Capital
North Carolina
$2.33M +$2.2M +18,576 New
SCA
1146
Sippican Capital Advisors
Massachusetts
$2.32M -$13.6K -115 -0.6%
MSU
1147
Mizuho Securities USA
New York
$2.32M +$379K +3,199 +21%
MC
1148
Martin & Co
Tennessee
$2.31M -$10.7K -90 -0.5%
VIA
1149
Virtus Investment Advisers
Connecticut
$2.31M +$2.19M +18,477 New
RMCM
1150
Reynders McVeigh Capital Management
Massachusetts
$2.31M -$149K -1,258 -6%

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.