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
CT
1576
CPF Texas
Texas
$901K +$854K +7,200 New
IAMOG
1577
Investors Asset Management of Georgia
Georgia
$900K -$8.89K -75 -1%
TFF
1578
The Family Firm
Maryland
$898K +$1.54K +13 +0.2%
AA
1579
ALPS Advisors
Colorado
$894K -$48.6M -410,109 -98%
NEPWA
1580
New England Private Wealth Advisors
Massachusetts
$892K +$6.05K +51 +0.7%
CCM
1581
Chilton Capital Management
Texas
$891K -$1.3K -11 -0.2%
VIG
1582
Vienna Insurance Group
Poland
$885K +$839K +7,072 New
BBNB
1583
Baker Boyer National Bank
Washington
$885K -$4.63K -39 -0.5%
TF
1584
Tompkins Financial
New York
$878K -$8.54K -72 -1%
CFMC
1585
Curbstone Financial Management Corp
New Hampshire
$875K -$997K -8,409 -55%
OMC
1586
Overbrook Management Corp
New York
$875K -$59.3K -500 -7%
SCM
1587
SOL Capital Management
Maryland
$871K +$4.74K +40 +0.6%
CRIG
1588
Charter Research & Investment Group
Connecticut
$871K +$825K +6,958 New
PCIA
1589
Prime Capital Investment Advisors
Kansas
$868K +$822K +6,936 New
VCM
1590
Vigilant Capital Management
Maine
$867K +$198K +1,673 +32%
EIA
1591
Edgemoor Investment Advisors
Maryland
$860K -$134K -1,128 -15%
AAC
1592
Asset Advisors Corp
Georgia
$859K
CI
1593
CAZ Investments
Texas
$856K
WWM
1594
Windsor Wealth Management
Indiana
$856K +$811K +6,837 New
VIA
1595
Vident Investment Advisory
Georgia
$851K +$136K +1,146 +20%
WIA
1596
Westbourne Investment Advisors
Maryland
$849K -$33.2K -280 -4%
CPA
1597
Court Place Advisors
Maryland
$845K +$5.93K +50 +0.7%
JT
1598
Jump Trading
Illinois
$842K +$798K +6,727 New
ECM
1599
Exchange Capital Management
Michigan
$840K -$773K -6,517 -49%
ACM
1600
Advisors Capital Management
New Jersey
$839K +$46.7K +394 +6%

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.