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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
ACS
1376
Archford Capital Strategies
Illinois
$1.49M -$210K -1,768 -13%
BFO
1377
Biltmore Family Office
North Carolina
$1.49M +$1.41M +11,879 New
CPIA
1378
Cornell Pochily Investment Advisors
New York
$1.48M +$1.4M +11,842 New
CASB
1379
Cape Ann Savings Bank
Massachusetts
$1.48M +$1.4M +11,827 New
STA
1380
Summit Trail Advisors
New York
$1.48M +$1.35M +11,377 New
TWM
1381
Torch Wealth Management
Ohio
$1.48M +$14.8K +125 +1%
FSCM
1382
Front Street Capital Management
Montana
$1.47M +$1.3K +11 +0.1%
LMIM
1383
Lockheed Martin Investment Management
Maryland
$1.47M -$74.1K -625 -5%
ATC
1384
Adirondack Trust Company
New York
$1.47M -$47.3K -399 -3%
HIM
1385
Hutchens Investment Management
New Hampshire
$1.47M +$93K +784 +7%
MBT
1386
Monroe Bank & Trust
Michigan
$1.46M -$18.5K -156 -1%
CAG
1387
Crestwood Advisors Group
Massachusetts
$1.46M +$255K +2,152 +23%
CAI
1388
Capital Advisors Inc
Oklahoma
$1.46M +$12.2K +103 +0.9%
BC
1389
Blackhill Capital
New Jersey
$1.45M
SFFS
1390
Stonehage Fleming Financial Services
Jersey
$1.44M +$329K +2,778 +32%
VST
1391
Van Strum & Towne
California
$1.44M -$14.8K -125 -1%
FANJ
1392
Financial Architects (New Jersey)
New Jersey
$1.43M -$254K -2,139 -16%
BWA
1393
BDO Wealth Advisors
Florida
$1.43M +$31.8K +268 +2%
WAS
1394
Winch Advisory Services
Wisconsin
$1.43M -$61.9K -522 -4%
PCMC
1395
Paragon Capital Management (Colorado)
Colorado
$1.43M +$356 +3 +0%
NME
1396
Notis-McConarty Edward
$1.43M -$23.7K -200 -2%
CIM
1397
CIM Investment Management
Pennsylvania
$1.42M -$22.1K -186 -2%
HPCM
1398
High Pointe Capital Management
Illinois
$1.42M
LJHT
1399
Laurie J. Hall Trustee
$1.42M
DAC
1400
Dividend Assets Capital
South Carolina
$1.41M -$6.4K -54 -0.5%

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.