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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
NIM
1701
NuWave Investment Management
New Jersey
$622K -$58.6K -490 -8%
FSA
1702
Financial Services Advisory
Maryland
$622K +$652K +5,451 New
BFA
1703
Beaumont Financial Advisors
Massachusetts
$621K -$24.6K -206 -4%
MC
1704
Mathes Company
New York
$619K
SFG
1705
SevenBridge Financial Group
Pennsylvania
$619K +$157K +1,314 +32%
HS
1706
Huntington Steele
Pennsylvania
$618K
OPTFSNA
1707
Old Point Trust & Financial Services N A
Virginia
$617K -$2.99K -25 -0.5%
AAS
1708
Annex Advisory Services
Wisconsin
$615K -$25.8K -216 -4%
HBWM
1709
Hollow Brook Wealth Management
New York
$615K
III
1710
Independent Investors Inc
New York
$615K
PC
1711
Palo Capital
California
$612K +$641K +5,364 New
BCM
1712
Bienville Capital Management
New York
$611K +$16.4K +137 +3%
SIM
1713
Sterling Investment Management
Arizona
$611K +$17.9K +150 +3%
EWM
1714
Evermay Wealth Management
Virginia
$607K +$115K +963 +22%
ANTB
1715
AMG National Trust Bank
Colorado
$606K -$80.3K -672 -11%
CC
1716
Cedar Capital
Illinois
$605K +$205K +1,711 +48%
CS
1717
Credential Securities
$605K -$11.5K -96 -2%
TFF
1718
The Family Firm
Maryland
$603K -$225K -1,886 -26%
NPF
1719
Norris Perne & French
Michigan
$601K -$38.9K -325 -6%
RMSCM
1720
R.M. Sincerbeaux Capital Management
New York
$599K
JFA
1721
JNBA Financial Advisors
Minnesota
$596K
QPWM
1722
Quadrant Private Wealth Management
Pennsylvania
$595K +$72.4K +606 +13%
RPA
1723
Rock Point Advisors
Vermont
$593K
BBA
1724
Braun-Bostich & Associates
Pennsylvania
$590K +$117K +977 +23%
CCM
1725
Carlson Capital Management
Minnesota
$585K -$54.6K -457 -8%

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.