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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
BONST
1776
Bank of Nova Scotia Trust
Ontario, Canada
$515K
SFG
1777
SNS Financial Group
Minnesota
$510K -$162K -1,358 -23%
MCM
1778
Mitchell Capital Management
Kansas
$509K +$250K +2,091 +88%
CAM
1779
ClariVest Asset Management
California
$508K -$37.1K -310 -7%
RAM
1780
Roanoke Asset Management
New Jersey
$506K
MA
1781
MCF Advisors
Kentucky
$505K -$58.3K -488 -10%
ERIM
1782
Eagle Ridge Investment Management
Connecticut
$505K -$35.7K -299 -6%
TA
1783
Trellis Advisors
Washington
$503K -$9.44K -79 -2%
MFW
1784
Meristem Family Wealth
Minnesota
$499K -$8.01K -67 -2%
HA
1785
Harbor Advisors
Florida
$499K
VCM
1786
Virtue Capital Management
Tennessee
$499K +$361K +3,016 +296%
GLI
1787
Guardian Life Insurance
New York
$498K -$211K -1,766 -29%
PAA
1788
Peregrine Asset Advisers
Oregon
$497K -$4.13M -34,553 -89%
KIA
1789
Kopp Investment Advisors
Minnesota
$496K -$19.4K -162 -4%
BW
1790
Biegel & Waller
Maryland
$496K
Edgewood Management
1791
Edgewood Management
Connecticut
$494K -$116K -970 -18%
PWPS
1792
Pinnacle Wealth Planning Services
Ohio
$494K +$320K +2,673 +161%
CAM
1793
Cubic Asset Management
Massachusetts
$491K -$5.98K -50 -1%
NCM
1794
Northwest Capital Management
Oregon
$491K
AWA
1795
Arete Wealth Advisors
Illinois
$491K +$64.1K +536 +14%
SC
1796
Saturna Capital
Washington
$490K
HIIFS
1797
Harel Insurance Investments & Financial Services
Israel
$490K +$179K +1,500 +54%
GRP
1798
Global Retirement Partners
California
$489K -$66.7K -558 -12%
PGA
1799
Premia Global Advisors
Florida
$483K +$7.89K +66 +2%
IA
1800
Independence Advisors
Pennsylvania
$480K

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.