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
AJ
1326
Ashburton (Jersey)
Jersey
$1.64M
CK
1327
Cohen Klingenstein
New York
$1.63M
HIC
1328
Holderness Investments Company
North Carolina
$1.63M +$29.5K +249 +2%
Carson Wealth (CWM LLC)
1329
Carson Wealth (CWM LLC)
Nebraska
$1.62M -$18.1M -152,895 -92%
WPP
1330
Whalerock Point Partners
Rhode Island
$1.62M +$29.6K +250 +2%
ST
1331
Somerset Trust
Pennsylvania
$1.62M +$37.9K +320 +3%
MMG
1332
Monetary Management Group
Missouri
$1.62M +$47.4K +400 +3%
PAG
1333
Private Advisory Group
Washington
$1.62M -$274K -2,311 -15%
BEAM
1334
Baker Ellis Asset Management
Washington
$1.62M +$119 +1 +0%
GCM
1335
Grisanti Capital Management
New York
$1.61M -$78.5K -662 -5%
HL
1336
HeadInvest LLC
Maine
$1.61M
RCM
1337
Radnor Capital Management
Pennsylvania
$1.61M +$7.83K +66 +0.5%
MAA
1338
Mraz Amerine & Associates
California
$1.6M -$1.78K -15 -0.1%
CCM
1339
Condor Capital Management
New Jersey
$1.6M +$106K +891 +8%
BJL
1340
Brighton Jones LLC
Washington
$1.59M +$271K +2,282 +22%
RCM
1341
RB Capital Management
Nevada
$1.59M -$19.4K -164 -1%
LA
1342
Lau Associates
Delaware
$1.59M +$34.4K +290 +2%
TPWA
1343
TRUE Private Wealth Advisors
Oregon
$1.59M +$368K +3,105 +32%
WCM
1344
Wunderlich Capital Managemnt
Tennessee
$1.58M +$20.9K +176 +1%
CCM
1345
Consolidated Capital Management
California
$1.58M +$70.6K +595 +5%
FCCM
1346
First City Capital Management
Georgia
$1.58M -$26.1K -220 -2%
GWCM
1347
Godshalk Welsh Capital Management
Pennsylvania
$1.58M -$35.6K -300 -2%
FWP
1348
FAS Wealth Partners
Kansas
$1.58M +$10.4K +88 +0.7%
YMRC
1349
Yorktown Management & Research Company
Virginia
$1.57M
S
1350
SignatureFD
Georgia
$1.57M +$156K +1,312 +12%

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.