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
DA
1601
Doliver Advisors
Texas
$837K -$11.9K -100 -1%
AF
1602
Advisornet Financial
Minnesota
$837K +$792K +6,683 New
OIA
1603
OneDigital Investment Advisors
Kansas
$836K +$464K +3,912 +142%
RFM
1604
Royal Fund Management
Florida
$834K +$320K +2,700 +68%
GAM
1605
Gotham Asset Management
New York
$832K -$7.74M -65,234 -91%
CHA
1606
Cedar Hill Associates
Illinois
$832K -$39.1K -330 -5%
LJAC
1607
L.J. Altfest & Co
New York
$829K +$164K +1,386 +26%
CI
1608
Capital Innovations
Wisconsin
$815K -$68.2K -575 -8%
LOAMS
1609
Lombard Odier Asset Management (Switzerland)
Switzerland
$809K -$2.41M -20,307 -76%
CNAM
1610
Campbell Newman Asset Management
Wisconsin
$809K -$116K -980 -13%
DDC
1611
DF Dent & Co
Maryland
$808K
BCM
1612
Breiter Capital Management
Florida
$806K +$764K +6,440 New
ECM
1613
Ensemble Capital Management
California
$802K -$75.9K -640 -9%
AFP
1614
Ausdal Financial Partners
Iowa
$802K -$56.1K -473 -7%
CHP
1615
Cable Hill Partners
Oregon
$802K -$10.3K -87 -1%
DRD
1616
Dennis R. Delaney
$801K -$59.3K -500 -7%
BFM
1617
Boothbay Fund Management
New York
$801K +$47.4K +400 +7%
VWA
1618
V Wealth Advisors
Kansas
$796K +$121K +1,022 +20%
GVT
1619
Genesee Valley Trust
New York
$793K -$23.8K -201 -3%
MPAM
1620
Murphy Pohlad Asset Management
Minnesota
$788K -$83K -700 -10%
CAS
1621
Cue Advisory Services
Arizona
$787K -$24.1K -203 -3%
DCM
1622
Donaldson Capital Management
Indiana
$783K
BC
1623
Barnett & Company
Tennessee
$781K
BAM
1624
Bruderman Asset Management
New York
$779K -$87.4K -737 -11%
HDIM
1625
Hanson & Doremus Investment Management
Vermont
$779K

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.