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
FWCM
1751
First Western Capital Management
California
$576K
FFC
1752
First Financial Corp
Indiana
$575K -$338K -2,850 -38%
AWCI
1753
Alpine Woods Capital Investors
New York
$574K -$23.7K -200 -4%
PA
1754
Perennial Advisors
New York
$573K +$18K +152 +3%
SCP
1755
Sandhill Capital Partners
New York
$573K +$20.5K +173 +4%
NGA
1756
Naples Global Advisors
Florida
$573K +$60.5K +510 +13%
ECM
1757
Elgethun Capital Management
South Dakota
$571K +$1.07K +9 +0.2%
BRC
1758
Bell Rock Capital
Delaware
$570K -$75.8K -639 -12%
RIG
1759
Renaissance Investment Group
Massachusetts
$569K -$35.7K -301 -6%
BONST
1760
Bank of Nova Scotia Trust
Ontario, Canada
$565K -$534K -4,500 -50%
HFA
1761
HC Financial Advisors
California
$565K +$535K +4,511 New
KIA
1762
Kopp Investment Advisors
Minnesota
$564K +$11.1K +94 +2%
TA
1763
Trellis Advisors
Washington
$563K +$533K +4,496 New
TF
1764
TLWM Financial
Texas
$562K +$532K +4,489 New
SGI
1765
Summit Global Investments
Utah
$560K -$409K -3,445 -44%
TFA
1766
Transamerica Financial Advisors
Florida
$560K +$4.39K +37 +0.8%
SMFS
1767
Squar Milner Financial Services
California
$558K +$515K +4,342 New
MFW
1768
Meristem Family Wealth
Minnesota
$556K
RAM
1769
Roanoke Asset Management
New Jersey
$555K -$4.74K -40 -0.9%
BAM
1770
Brave Asset Management
New Jersey
$547K -$25.5K -215 -5%
HA
1771
Harbor Advisors
Florida
$547K
EWM
1772
Evermay Wealth Management
Virginia
$546K +$208K +1,756 +67%
CAM
1773
Cubic Asset Management
Massachusetts
$545K -$8.89K -75 -2%
BW
1774
Biegel & Waller
Maryland
$544K
NCM
1775
Northwest Capital Management
Oregon
$539K +$510K +4,302 New

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.