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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
BWL
1251
Bogart Wealth LLC
Virginia
$1.92M +$64.3K +542 +4%
PAM
1252
Pegasus Asset Management
New York
$1.92M +$1.82M +15,314 New
GXMC
1253
Global X Management Company
New York
$1.91M +$134K +1,131 +8%
CG
1254
Caprock Group
Idaho
$1.9M -$116K -981 -6%
BA
1255
Bennicas & Associates
California
$1.9M -$91.9K -775 -5%
HCM
1256
Hodges Capital Management
Texas
$1.89M +$276K +2,326 +18%
NCMW
1257
Northern Capital Management (Wisconsin)
Wisconsin
$1.89M +$157K +1,325 +10%
MPIA
1258
Mountain Pacific Investment Advisers
Idaho
$1.88M +$23.6K +199 +1%
HH
1259
Hilltop Holdings
Texas
$1.88M +$7K +59 +0.4%
HCM
1260
Hall Capital Management
Rhode Island
$1.88M +$346K +2,915 +24%
SNBOSCI
1261
Security National Bank of Sioux City Iowa
Iowa
$1.87M +$51K +430 +3%
BBWA
1262
Bell & Brown Wealth Advisors
California
$1.87M +$1.77M +14,937 New
BOCM
1263
Bontempo Ohly Capital Management
Maryland
$1.87M -$479K -4,040 -20%
VFA
1264
Valeo Financial Advisors
Indiana
$1.86M +$235K +1,986 +15%
KCP
1265
KDI Capital Partners
North Carolina
$1.86M +$1.76M +14,862 New
CWM
1266
CMH Wealth Management
New Hampshire
$1.86M -$15.4K -130 -0.9%
TCMG
1267
TSP Capital Management Group
New Jersey
$1.85M -$23.7K -200 -1%
IIC
1268
Ironwood Investment Counsel
Arizona
$1.84M -$38.4K -324 -2%
WAM
1269
Winslow Asset Management
Ohio
$1.84M -$58.2K -491 -3%
MMPW
1270
Mitchell McLeod Pugh & Williams
Alabama
$1.84M +$23.7K +200 +1%
MAM
1271
Morse Asset Management
Connecticut
$1.82M +$169K +1,426 +11%
Koshinski Asset Management
1272
Koshinski Asset Management
Illinois
$1.82M +$128K +1,077 +8%
CB
1273
CNB Bank
Pennsylvania
$1.82M +$1.72M +14,546 New
CAAS
1274
Capital Asset Advisory Services
Michigan
$1.82M -$12.2K -103 -0.7%
AFM
1275
Andesa Financial Management
Pennsylvania
$1.82M +$1.72M +14,495 New

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.