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Chevron

2,211 hedge funds and large institutions have $143B invested in Chevron in 2018 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 910 increasing their positions, 964 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 79

0% more funds holding

Funds holding: 2,2062,211 (+5)

0.16% more ownership

Funds ownership: 65.53%65.69% (+0.16%)

6% less repeat investments, than reductions

Existing positions increased: 910 | Existing positions reduced: 964

8% less capital invested

Capital invested by funds: $156B → $143B (-$12.7B)

18% less call options, than puts

Call options by funds: $1.44B | Put options by funds: $1.77B

24% less funds holding in top 10

Funds holding in top 10: 205156 (-49)

Holders
2,211
Holders Change
+5
Holders Change %
+0.23%
% of All Funds
50.68%
Holding in Top 10
156
Holding in Top 10 Change
-49
Holding in Top 10 Change %
-23.9%
% of All Funds
3.58%
New
110
Increased
910
Reduced
964
Closed
79
Calls
$1.44B
Puts
$1.77B
Net Calls
-$322M
Net Calls Change
+$612M
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1676
Beacon Financial Group
Texas
$660K +$120 +1 +0%
SAM
1677
Summit Asset Management
Tennessee
$657K +$239 +2 +0%
CCM
1678
Canal Capital Management
Virginia
$654K -$40K -335 -6%
WI
1679
Wintrust Investments
Illinois
$650K -$283K -2,369 -29%
SS
1680
Sunbelt Securities
Texas
$647K +$22.4K +187 +3%
CIP
1681
Capital Insight Partners
Arizona
$644K -$5.14K -43 -0.8%
AP
1682
Atwood & Palmer
Missouri
$644K
EA
1683
Elm Advisors
California
$643K
BT
1684
Brandywine Trust
Delaware
$642K +$59.8K +500 +10%
WDA
1685
Wendell David Associates
New Hampshire
$641K +$7.17K +60 +1%
ACH
1686
ArrowMark Colorado Holdings
Colorado
$639K
ACC
1687
Accident Compensation Corp
New Zealand
$639K +$215K +1,800 +47%
FCAG
1688
First Capital Advisors Group
New Jersey
$638K -$44.9K -376 -6%
RVPG
1689
Relative Value Partners Group
$636K +$188K +1,575 +39%
CNB
1690
Camden National Bank
Maine
$635K -$8.97K -75 -1%
WAM
1691
Wolverine Asset Management
Illinois
$635K +$666K +5,575 New
BDWM
1692
Brewin Dolphin Wealth Management
Ireland
$634K
OCG
1693
Opus Capital Group
Ohio
$634K +$305K +2,555 +85%
RCA
1694
Rowland Carmichael Advisors
Arizona
$633K
EWF
1695
Epstein & White Financial
California
$631K +$13.4K +112 +2%
WI
1696
Wedgewood Investors
Pennsylvania
$629K
FHC
1697
First Heartland Consultants
Missouri
$628K +$27.6K +231 +4%
PAWC
1698
P.A.W. Capital
Connecticut
$627K -$59.8K -500 -8%
VSI
1699
Verde Servicos Internacionais
Brazil
$627K +$657K +5,500 New
OA
1700
Outfitter Advisors
Virginia
$623K -$32.9K -275 -5%

CVX Hedge Fund Activity: Q1 2018 in Review

2,211 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q1 2018, worth a combined $143B — down 8.1% from $156B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new CVX positions and 79 closed out — a net gain of 31 holders — while 910 added to existing stakes and 964 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $731M. The largest seller was State Street, cutting an estimated $480M.

  • 2,211 institutional investors held Chevron (CVX) as of Q1 2018, up from 2,206 in Q4 2017.
  • Funds reported $143B of Chevron stock for Q1 2018, down 8.1% quarter-over-quarter.
  • 110 funds opened new Chevron positions in Q1 2018 and 79 closed out, a net change of +31 holders.
  • The largest Chevron buyer in Q1 2018 was Deutsche Bank, an estimated $731M added.
  • The largest Chevron seller in Q1 2018 was State Street, an estimated $480M sold.

Based on aggregated 13F filings for Q1 2018.