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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
WA
1201
WBH Advisory
Maryland
$2.11M -$57K -481 -3%
HR
1202
Howe & Rusling
New York
$2.11M -$62.8K -530 -3%
SGCA
1203
Steel Grove Capital Advisors
Tennessee
$2.1M +$282K +2,380 +16%
MCM
1204
Monarch Capital Management
Indiana
$2.1M +$3.79K +32 +0.2%
EWM
1205
Empirical Wealth Management
Washington
$2.09M +$97.9K +826 +5%
SC
1206
Savant Capital
Illinois
$2.08M +$131K +1,105 +7%
HFBOT
1207
Home Federal Bank of Tennessee
Tennessee
$2.07M -$5.93K -50 -0.3%
SL
1208
Summitry LLC
California
$2.07M +$111K +938 +6%
DT
1209
Diversified Trust
Tennessee
$2.07M +$7.35K +62 +0.4%
PHS
1210
Pekin Hardy Strauss
Illinois
$2.06M -$79.9K -674 -4%
SAM
1211
SignalPoint Asset Management
Missouri
$2.06M -$35.6K -300 -2%
GT
1212
Greenleaf Trust
Michigan
$2.05M +$142K +1,197 +8%
MA
1213
Mutual Advisors
Nebraska
$2.05M +$1.94M +16,388 New
HRC
1214
Hoertkorn Richard Charles
$2.05M +$53.4K +450 +3%
WFG
1215
Wills Financial Group
Virginia
$2.04M -$389K -3,279 -17%
FHB
1216
First Hawaiian Bank
Hawaii
$2.04M +$5.81K +49 +0.3%
CIAS
1217
Capital Investment Advisory Services
North Carolina
$2.03M -$40.6K -342 -2%
AIM
1218
Anchor Investment Management
South Carolina
$2.03M -$35.6K -300 -2%
BST
1219
Bath Savings Trust
Maine
$2.03M -$49K -413 -2%
IIM
1220
Intact Investment Management
Quebec, Canada
$2.02M -$190K -1,600 -9%
GIA
1221
Granite Investment Advisors
New Hampshire
$2.02M +$1.35M +11,424 +243%
ANRIA
1222
American National Registered Investment Advisor
Texas
$2.02M
SMC
1223
Smith, Moore & Co
Missouri
$2.01M -$1.19K -10 -0.1%
GCC
1224
Guardian Capital (Canada)
Ontario, Canada
$2.01M +$148K +1,246 +8%
SIC
1225
Shoker Investment Counsel
Ohio
$2.01M -$31.9K -269 -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.