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
AF
1426
AMG Funds
Connecticut
$1.31M -$25.4K -214 -2%
TCM
1427
Traynor Capital Management
Pennsylvania
$1.3M +$88.9K +750 +8%
ARMT
1428
Amica Retiree Medical Trust
Rhode Island
$1.29M +$609K +5,137 +99%
NIM
1429
Nexus Investment Management
Ontario, Canada
$1.29M
ACA
1430
Ackerman Capital Advisors
Texas
$1.29M +$1.3M +10,970 New
CG
1431
Colony Group
Massachusetts
$1.29M +$100K +847 +9%
CWA
1432
Cypress Wealth Advisors
California
$1.28M -$83K -700 -6%
GIM
1433
Greylin Investment Management
Virginia
$1.28M
HF
1434
HRT Financial
New York
$1.28M +$1.22M +10,247 New
MIM
1435
Miller Investment Management
Pennsylvania
$1.28M
BFC
1436
Bedel Financial Consulting
Indiana
$1.28M +$1.21M +10,197 New
PK
1437
Pflug Koory
Nebraska
$1.27M -$39.1K -330 -3%
CCP
1438
Corient Capital Partners
California
$1.27M +$134K +1,134 +13%
AWM
1439
Altavista Wealth Management
North Carolina
$1.27M +$376K +3,174 +45%
SNBOSD
1440
Security National Bank of So Dak
Iowa
$1.27M -$25.5K -215 -2%
NL
1441
NVWM LLC
Pennsylvania
$1.27M +$1.2M +10,147 New
NAM
1442
Needelman Asset Management
California
$1.27M +$45.1K +380 +4%
TA
1443
Tiedemann Advisors
New York
$1.26M -$1.85M -15,638 -61%
PCAP
1444
Pratt Collard Advisory Partners
New York
$1.25M +$1.19M +9,995 New
JIC
1445
Joel Isaacson & Co
New York
$1.25M -$83.8K -707 -7%
AWM
1446
Altium Wealth Management
New York
$1.24M +$1.18M +9,930 New
PGWM
1447
Parisi Gray Wealth Management
New Jersey
$1.24M +$1.15M +9,729 New
JMFC
1448
J.M. Forbes & Co
Massachusetts
$1.23M -$11.9K -100 -1%
REMPR
1449
Roof Eidam Maycock Peralta (REMP)
California
$1.23M -$119K -1,000 -9%
FPS
1450
Fieldpoint Private Securities
Connecticut
$1.22M -$61.4K -518 -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.