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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
SC
1401
Slow Capital
California
$1.41M +$1.34M +11,261 New
NB
1402
Northwest Bancshares
Pennsylvania
$1.38M +$1.31M +11,040 New
SAM
1403
Selway Asset Management
$1.38M -$288K -2,425 -18%
JIP
1404
Jaffetilchin Investment Partners
Florida
$1.38M +$475K +4,009 +57%
BA
1405
Bristol Advisors
Pennsylvania
$1.38M +$925K +7,800 +244%
SFG
1406
Summit Financial Group
West Virginia
$1.37M -$23.8K -201 -2%
POIA
1407
Pin Oak Investment Advisors
Texas
$1.36M +$1.29M +10,901 New
FTC
1408
Farmers Trust Company
Ohio
$1.36M +$81.5K +687 +7%
CA
1409
Continuum Advisory
Idaho
$1.36M -$119 -1 -0%
WPW
1410
Winthrop Partners - WNY
New York
$1.36M +$1.37M +11,563 New
OKSA
1411
O'Keefe Stevens Advisory
New York
$1.35M
CCM
1412
Chickasaw Capital Management
Tennessee
$1.35M +$35.6K +300 +3%
FPFS
1413
First Personal Financial Services
North Carolina
$1.34M -$42.9K -362 -3%
BPCE
1414
Bank Pictet & Cie (Europe)
Germany
$1.34M
PI
1415
PHH Investments
Texas
$1.34M +$3.91K +33 +0.3%
SCM
1416
Sterneck Capital Management
Missouri
$1.34M +$119 +1 +0%
EAM
1417
Evanson Asset Management
California
$1.34M +$89.9K +758 +8%
IWM
1418
IHT Wealth Management
Illinois
$1.34M +$566K +4,774 +85%
DWM
1419
Dynasty Wealth Management
Florida
$1.34M +$1.27M +10,678 New
CHAM
1420
Clear Harbor Asset Management
Connecticut
$1.33M
KIC
1421
Keating Investment Counselors
Florida
$1.32M
Lido Advisors
1422
Lido Advisors
California
$1.32M +$158K +1,336 +15%
FHA
1423
Flagship Harbor Advisors
Massachusetts
$1.32M +$111K +933 +10%
GAMC
1424
Garner Asset Management Corp
Texas
$1.32M -$15.8K -133 -1%
UA
1425
Unison Advisors
District of Columbia
$1.31M +$1.24M +10,490 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.