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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
TCM
1726
Tradewinds Capital Management
Washington
$585K -$2.63K -22 -0.4%
CWA
1727
Clarus Wealth Advisors
Arizona
$584K -$972K -8,129 -61%
BWM
1728
Bernicke Wealth Management
Wisconsin
$583K -$25.6K -214 -4%
WCWM
1729
Willow Creek Wealth Management
California
$583K +$611K +5,114 New
MGIA
1730
Moneta Group Investment Advisors
Missouri
$583K +$2.27M +18,984 +594%
RGC
1731
Roberts, Glore & Co
Illinois
$582K +$17.7K +148 +3%
WAG
1732
Winthrop Advisory Group
Massachusetts
$581K -$26.1K -218 -4%
TL
1733
TrueWealth LLC
Georgia
$578K -$82.2K -688 -12%
ZF
1734
Zhang Financial
Michigan
$577K -$260K -2,172 -30%
PA
1735
Perennial Advisors
New York
$576K +$55.9K +468 +10%
KBG
1736
Kahn Brothers Group
New York
$576K +$120K +1,000 +25%
OCM
1737
Orser Capital Management
Texas
$574K +$95.9K +802 +21%
BCM
1738
Blume Capital Management
California
$573K -$14.3K -120 -2%
AFIA
1739
America First Investment Advisors
Nebraska
$573K
MBA
1740
McQueen Ball & Associates
Pennsylvania
$573K +$120 +1 +0%
PP
1741
PDS Planning
Ohio
$573K +$5.98K +50 +1%
CWM
1742
Cabot Wealth Management
Massachusetts
$572K +$598 +5 +0.1%
UFG
1743
United Fire Group
Iowa
$570K
IWC
1744
Integrated Wealth Concepts
Massachusetts
$570K +$27.5K +230 +5%
NJBEST
1745
New Jersey Better Educational Savings Trust
New Jersey
$570K +$598K +5,000 New
SWA
1746
SFMG Wealth Advisors
Texas
$566K +$35K +293 +6%
BRC
1747
Bell Rock Capital
Delaware
$566K +$48.8K +408 +9%
WI
1748
Wafra Inc
New York
$564K
MSA
1749
Marino Stram & Associates
Massachusetts
$556K -$299K -2,499 -34%
JMH
1750
J.M. Hartwell
New York
$555K +$353K +2,950 +154%

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.