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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
WCF
1451
West Coast Financial
California
$1.2M -$157K -1,321 -12%
THWM
1452
Taylor Hoffman Wealth Management
Virginia
$1.2M +$1.14M +9,592 New
BRM
1453
Boston Research & Management
Massachusetts
$1.2M -$132K -1,110 -10%
ODCM
1454
Old Dominion Capital Management
Virginia
$1.2M +$3.2K +27 +0.3%
RVM
1455
Robinson Value Management
Texas
$1.2M +$10.7K +90 +1%
KJWM
1456
Kiley Juergens Wealth Management
Washington
$1.18M +$1.12M +9,447 New
PFA
1457
Paradigm Financial Advisors
Missouri
$1.18M -$29.2K -246 -3%
BPM
1458
Bowling Portfolio Management
Ohio
$1.18M -$25.3K -213 -2%
CIM
1459
Corda Investment Management
Texas
$1.17M -$69.1K -583 -6%
QCG
1460
Quadrant Capital Group
Ohio
$1.17M +$5.1K +43 +0.5%
AIM
1461
Aspen Investment Management
Michigan
$1.17M +$29.6K +250 +3%
FNBSF
1462
First National Bank Sioux Falls
South Dakota
$1.17M -$17.6K -148 -2%
CBT
1463
Central Bank & Trust
Kentucky
$1.17M -$9.25K -78 -0.8%
BA
1464
Bristlecone Advisors
Washington
$1.17M +$4.63K +39 +0.4%
OWP
1465
Obermeyer Wealth Partners
Colorado
$1.17M +$17K +143 +2%
AA
1466
Apriem Advisors
California
$1.16M -$80.8K -681 -7%
FPCG
1467
Fort Pitt Capital Group
Pennsylvania
$1.16M +$119 +1 +0%
SFG
1468
StrategIQ Financial Group
Indiana
$1.16M +$237 +2 +0%
AFM
1469
Abbot Financial Management
Massachusetts
$1.15M -$5.1K -43 -0.5%
AIA
1470
Allied Investment Advisors
Montana
$1.15M +$1.09M +9,191 New
RIA
1471
Regal Investment Advisors
Michigan
$1.15M -$16.7K -141 -2%
Members Trust
1472
Members Trust
Florida
$1.15M -$65.1K -549 -6%
BW
1473
Bison Wealth
Georgia
$1.15M +$29.4K +248 +3%
SJIM
1474
St. Johns Investment Management
Florida
$1.15M -$42.8K -361 -4%
BWP
1475
Baldwin Wealth Partners
Massachusetts
$1.15M

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.