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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
RGC
1726
Roberts, Glore & Co
Illinois
$620K
WI
1727
Wafra Inc
New York
$619K +$586K +4,946 New
SFI
1728
SPC Financial Inc
Maryland
$615K -$49.2K -415 -8%
MA
1729
MCF Advisors
Kentucky
$615K -$13.4K -113 -2%
CCG
1730
Chatham Capital Group
Georgia
$607K -$3.32K -28 -0.6%
DJSG
1731
D.J. St. Germain
Massachusetts
$607K +$27K +228 +5%
GRP
1732
Global Retirement Partners
California
$606K +$317K +2,676 +124%
EGA
1733
E&G Advisors
Texas
$603K +$83K +700 +17%
PP
1734
PagnatoKarp Partners
Virginia
$599K -$3.56K -30 -0.6%
SLA
1735
Silver Lake Advisory
Utah
$598K +$2.73K +23 +0.5%
SIC
1736
SFE Investment Counsel
California
$598K +$60.5K +510 +12%
BCM
1737
Brookstone Capital Management
Illinois
$597K -$5.71M -48,116 -91%
WIC
1738
Wilkins Investment Counsel
Massachusetts
$597K -$5.93K -50 -1%
CAM
1739
ClariVest Asset Management
California
$596K +$101K +849 +22%
ERIM
1740
Eagle Ridge Investment Management
Connecticut
$592K -$91.3K -770 -14%
WAAG
1741
Wealth Alliance Advisory Group
Kansas
$592K +$561K +4,727 New
AI
1742
Accredited Investors
Minnesota
$587K -$17.1K -144 -3%
SWA
1743
SFMG Wealth Advisors
Texas
$585K -$3.44K -29 -0.6%
CM
1744
CoreCommodity Management
Connecticut
$583K +$9.84K +83 +2%
BB
1745
Bell Bank
North Dakota
$583K +$17.7K +149 +3%
SC
1746
Scholtz & Company
Connecticut
$581K +$126K +1,064 +30%
CFP
1747
Cornerstone Financial Partners
North Carolina
$581K +$197K +1,661 +56%
FCFC
1748
First Commonwealth Financial Corp
Pennsylvania
$578K +$115K +968 +27%
QPWM
1749
Quadrant Private Wealth Management
Pennsylvania
$577K +$547K +4,610 New
DMC
1750
Drexel Morgan & Co
Pennsylvania
$576K

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.