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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
ACG
1776
Allen Capital Group
Nebraska
$539K +$511K +4,308 New
SC
1777
Saturna Capital
Washington
$538K +$11.9K +100 +2%
WP
1778
WealthPLAN Partners
Nebraska
$537K +$6.17K +52 +1%
BCM
1779
Bluefin Capital Management
New York
$536K +$508K +4,285 New
HA
1780
Harfst & Associates
Wyoming
$534K -$15.4K -130 -3%
AIM
1781
Advantage Investment Management
Iowa
$533K -$172K -1,449 -25%
1832 Asset Management
1782
1832 Asset Management
Ontario, Canada
$532K -$1.73M -14,550 -77%
ACM
1783
Alta Capital Management
Utah
$530K -$88K -742 -15%
IA
1784
Independence Advisors
Pennsylvania
$527K -$2.96K -25 -0.6%
MWM
1785
Merriman Wealth Management
Washington
$526K -$64.5K -544 -11%
CAW
1786
Cornerstone Advisors (Washington)
Washington
$526K
HCM
1787
Highlander Capital Management
New Jersey
$525K
BBA
1788
Braun-Bostich & Associates
Pennsylvania
$525K +$498K +4,196 New
PAM
1789
Peak Asset Management
Colorado
$523K
PGA
1790
Premia Global Advisors
Florida
$522K +$496K +4,180 New
SFG
1791
SevenBridge Financial Group
Pennsylvania
$515K -$11.9K -100 -2%
FAG
1792
Financial Advisory Group
Texas
$513K -$1.4M -11,821 -74%
AAM
1793
American Asset Management
Florida
$512K
LA
1794
LexAurum Advisors
Kansas
$512K +$455K +3,834 New
NFG
1795
Nations Financial Group
Iowa
$510K +$474 +4 +0.1%
FWM
1796
Focused Wealth Management
New York
$508K -$1.2M -10,080 -71%
SIM
1797
SSI Investment Management
California
$508K -$2.02K -17 -0.4%
LPIC
1798
LeJeune Puetz Investment Counsel
Michigan
$507K
KBG
1799
Kahn Brothers Group
New York
$507K
SIG
1800
Schaller Investment Group
North Carolina
$504K

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.