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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
WF
1476
WealthTrust Fairport
Ohio
$1.14M -$2.85K -24 -0.3%
MCM
1477
Manchester Capital Management
Vermont
$1.14M +$43.9K +370 +4%
FWM
1478
Frontier Wealth Management
Missouri
$1.13M -$390K -3,293 -27%
PWAG
1479
Polaris Wealth Advisory Group
California
$1.13M -$71.9K -606 -6%
GAAM
1480
Guinness Atkinson Asset Management
California
$1.13M -$202K -1,700 -16%
IC
1481
InterOcean Capital
Illinois
$1.12M -$159K -1,345 -13%
JFA
1482
Johanson Financial Advisors
California
$1.12M -$52.1K -439 -5%
BC
1483
Banced Corp
Illinois
$1.12M -$31.9K -269 -3%
DW
1484
Domani Wealth
Pennsylvania
$1.12M
GTAM
1485
Global Trust Asset Management
Florida
$1.11M +$1.05M +8,864 New
BP
1486
Ballentine Partners
Massachusetts
$1.1M -$52.5K -443 -5%
WSC
1487
Wellington Shields & Co
New York
$1.1M -$17.8K -150 -2%
LA
1488
LVW Advisors
New York
$1.1M +$199K +1,675 +24%
JWA
1489
JFS Wealth Advisors
Pennsylvania
$1.09M +$593 +5 +0.1%
PAMG
1490
Patton Albertson Miller Group
Tennessee
$1.09M +$57.3K +483 +6%
DI
1491
Diligent Investors
California
$1.09M +$119 +1 +0%
DBRC
1492
D.B. Root & Company
Pennsylvania
$1.09M +$1.03M +8,705 New
BWAM
1493
Boyd Watterson Asset Management
Ohio
$1.08M -$2.37K -20 -0.2%
SFM
1494
Signet Financial Management
New Jersey
$1.08M
CHJWM
1495
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.08M +$237 +2 +0%
SCM
1496
Salem Capital Management
Massachusetts
$1.08M -$83K -700 -7%
JAFL
1497
Jay A. Fishman Ltd
Michigan
$1.08M
GCIA
1498
Gabelli & Co Investment Advisers
New York
$1.08M
WMG
1499
WESCAP Management Group
California
$1.07M +$473K +3,990 +87%
CA
1500
Cambridge Advisors
Nebraska
$1.07M -$82.9K -699 -8%

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.