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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
WI
1526
Wintrust Investments
Illinois
$1.01M -$10.7K -90 -1%
Financial Engines Advisors
1527
Financial Engines Advisors
California
$1.01M -$25.9K -218 -3%
KWM
1528
Kingsview Wealth Management
Oregon
$1.01M +$169K +1,423 +21%
IWP
1529
Icon Wealth Partners
Texas
$1.01M +$953K +8,039 New
IA
1530
IndexIQ Advisors
New York
$1M +$153K +1,290 +19%
BOC
1531
Barbara Oil Co
Illinois
$1M
SA
1532
Sicart Associates
New York
$1M
PWMAG
1533
Pinnacle Wealth Management Advisory Group
New Jersey
$998K -$37K -312 -4%
MFW
1534
Mosaic Family Wealth
Missouri
$989K -$223K -1,878 -19%
PTCG
1535
Pring Turner Capital Group
California
$989K -$61.2K -516 -6%
WA
1536
Wheatland Advisors
Pennsylvania
$989K
FM
1537
Forward Management
California
$989K +$1.3K +11 +0.1%
APG
1538
Abacus Planning Group
South Carolina
$987K +$935K +7,881 New
CICI
1539
Capital Investment Counsel Inc
North Carolina
$984K -$35.6K -300 -4%
MSTVIM
1540
Messner & Smith Theme Value Investment Management
California
$980K -$72.3K -610 -7%
VI
1541
Versor Investments
New York
$978K +$926K +7,811 New
VNA
1542
VNBTrust National Association
Virginia
$976K -$237 -2 -0%
CHA
1543
Cooper/Haims Advisors
New York
$976K +$924K +7,796 New
NPA
1544
Nichols & Pratt Advisers
Massachusetts
$967K -$3.2K -27 -0.3%
PMFA
1545
Plante Moran Financial Advisors
Michigan
$966K +$11.9K +100 +1%
OMC
1546
Old Mission Capital
Illinois
$964K +$913K +7,700 New
NCM
1547
Northside Capital Management
Oregon
$962K
CFA
1548
Cahill Financial Advisors
Minnesota
$959K +$27K +228 +3%
HCP
1549
Holt Capital Partners
Texas
$956K
PFBT
1550
Parkside Financial Bank & Trust
Missouri
$955K +$100K +843 +12%

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.