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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
WCM
1551
Windsor Capital Management
Arizona
$953K -$25.9K -218 -3%
HH
1552
HWG Holdings
Texas
$952K +$517K +4,360 +135%
WC
1553
Woodstock Corp
Massachusetts
$951K +$116K +979 +15%
CPIG
1554
Chicago Partners Investment Group
Illinois
$948K +$237 +2 +0%
IP
1555
Investment Partners
Ohio
$946K +$185K +1,560 +26%
SAM
1556
Symphony Asset Management
California
$943K -$1.29M -10,867 -59%
FCB
1557
First Command Bank
Texas
$942K -$78.6K -663 -8%
FCFS
1558
First Command Financial Services
Texas
$942K -$78.6K -663 -8%
PFC
1559
Phocas Financial Corp
California
$940K
TIA
1560
Tiemann Investment Advisors
California
$937K -$2.96K -25 -0.3%
CPA
1561
Clear Perspective Advisors
Illinois
$936K -$9.72K -82 -1%
BA
1562
BKS Advisors
Michigan
$935K -$5.57K -47 -0.6%
ZF
1563
Zhang Financial
Michigan
$935K +$149K +1,254 +21%
QSS
1564
Quantitative Systematic Strategies
Florida
$926K -$2.08M -17,500 -70%
AP
1565
Appleton Partners
Massachusetts
$926K -$5.46K -46 -0.6%
SC
1566
Searle & Co
Connecticut
$926K
VCM
1567
Versant Capital Management
Arizona
$925K -$138K -1,166 -14%
ACI
1568
Alpha Cubed Investments
California
$924K -$294K -2,482 -25%
MSA
1569
Marino Stram & Associates
Massachusetts
$924K +$875K +7,378 New
SIA
1570
Sit Investment Associates
Minnesota
$923K
SC
1571
Sawyer & Company
Massachusetts
$922K +$873K +7,365 New
VCAM
1572
Van Cleef Asset Management
Ohio
$918K +$11.5K +97 +1%
RSVP
1573
Ramsay Stattman Vela & Price
Colorado
$908K -$24.9K -210 -3%
DE
1574
Day & Ennis
Georgia
$905K +$41.7K +352 +5%
MFBTD
1575
MB Financial Bank - Trust Department
Illinois
$902K -$43.4K -366 -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.