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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
CAW
1801
Cornerstone Advisors (Washington)
Washington
$478K -$1.44K -12 -0.3%
MWM
1802
Merriman Wealth Management
Washington
$478K -$1.44K -12 -0.3%
HS
1803
HighVista Strategies
Massachusetts
$475K -$120K -1,000 -19%
PAM
1804
Peak Asset Management
Colorado
$474K -$2.99K -25 -0.6%
RPAM
1805
Rhenman & Partners Asset Management
Sweden
$473K +$496K +4,148 New
NFG
1806
Nations Financial Group
Iowa
$469K +$4.3K +36 +0.9%
UAS
1807
United Asset Strategies
New York
$468K +$12.6K +105 +3%
BCA
1808
Berman Capital Advisors
Georgia
$468K +$198K +1,657 +68%
AAM
1809
American Asset Management
Florida
$466K
CCM
1810
Compass Capital Management
Minnesota
$464K -$143K -1,196 -23%
IUHSA
1811
Itau Unibanco Holding S.A.
Brazil
$464K +$310K +2,590 +175%
LPIC
1812
LeJeune Puetz Investment Counsel
Michigan
$462K
SMFS
1813
Squar Milner Financial Services
California
$461K -$35.9K -300 -7%
VCM
1814
Vivaldi Capital Management
Illinois
$460K +$13K +109 +3%
TCB
1815
Texas Capital Bancshares
Texas
$460K +$20K +167 +4%
SIG
1816
Schaller Investment Group
North Carolina
$459K
HHGA
1817
Halbert Hargrove Global Advisors
California
$458K +$2.27K +19 +0.5%
SP
1818
Successful Portfolios
Florida
$458K +$8.61K +72 +2%
CWM
1819
Circle Wealth Management
New Jersey
$457K +$1.2K +10 +0.3%
GC
1820
Gruss & Co
Florida
$456K
LAM
1821
Lingohr Asset Management
Germany
$456K
PAS
1822
Professional Advisory Services
Florida
$456K
WCM
1823
Weatherstone Capital Management
Colorado
$456K +$64.2K +537 +16%
ACM
1824
Alta Capital Management
Utah
$454K -$30K -251 -6%
SIM
1825
SSI Investment Management
California
$453K -$9.09K -76 -2%

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.