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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
CAN
1351
Claraphi Advisory Network
United States
$1.57M +$1.48M +12,514 New
HIM
1352
Harbour Investment Management
Washington
$1.56M -$40.9K -345 -3%
SMFG
1353
Sumitomo Mitsui Financial Group
Japan
$1.56M +$36.2K +305 +3%
SI
1354
SII Investments
Wisconsin
$1.56M -$2.78M -23,440 -65%
DBIA
1355
Dumont & Blake Investment Advisors
New Jersey
$1.55M -$16.6K -140 -1%
PCMK
1356
Paragon Capital Management (Kansas)
Kansas
$1.55M -$14K -118 -0.9%
CAL
1357
Capital Analysts LLC
Pennsylvania
$1.53M -$33.9K -286 -2%
WP
1358
WealthSource Partners
California
$1.53M -$590K -4,978 -29%
WCM
1359
Windward Capital Management
California
$1.53M +$479K +4,041 +49%
TNB
1360
Thomasville National Bank
Georgia
$1.53M -$512K -4,321 -26%
FI
1361
FormulaFolio Investments
Michigan
$1.53M +$10.8K +91 +0.8%
CII
1362
Capital International Inc
California
$1.52M -$2.16M -18,225 -60%
MCA
1363
Mercer Capital Advisers
New Jersey
$1.52M -$188K -1,582 -12%
TRIM
1364
Thompson Rubinstein Investment Management
Oregon
$1.52M
FFSOTS
1365
Fiduciary Financial Services of The Southwest
Texas
$1.52M
AFNAS
1366
American Financial Network Advisory Services
California
$1.51M -$235K -1,984 -14%
RWP
1367
RWA Wealth Partners
Massachusetts
$1.51M +$244K +2,057 +20%
FMB
1368
Field & Main Bank
Kentucky
$1.51M +$1.43M +12,098 New
BL
1369
BFSG LLC
California
$1.51M -$8.89K -75 -0.6%
IH
1370
IFC Holdings
Florida
$1.51M -$136K -1,145 -9%
SFA
1371
Sequoia Financial Advisors
Ohio
$1.51M +$367K +3,094 +35%
MC
1372
Miles Capital
Iowa
$1.5M -$27.9K -235 -2%
GC
1373
Garde Capital
Washington
$1.5M +$11.1K +94 +0.8%
FNBOMD
1374
First National Bank of Mount Dora
Florida
$1.5M -$29.6K -250 -2%
RSS
1375
Rosenblum Silverman Sutton
California
$1.5M -$95.5K -805 -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.