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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
WMC
1826
Westwood Management Corporation
Illinois
$476K
ACC
1827
Accident Compensation Corp
New Zealand
$476K +$451K +3,800 New
AWA
1828
Arete Wealth Advisors
Illinois
$473K +$78.9K +665 +21%
PHAM
1829
Palisades Hudson Asset Management
Florida
$472K
WIM
1830
Westside Investment Management
California
$470K -$69.6K -587 -14%
IGGA
1831
Iron Gate Global Advisors
Utah
$469K
FAM
1832
Fred Alger Management
New York
$468K +$202K +1,700 +83%
BRF
1833
B. Riley Financial
California
$462K -$91.5K -772 -17%
SMH
1834
Sanders Morris Harris
Texas
$462K -$11.9K -100 -3%
TCM
1835
Texan Capital Management
Texas
$462K
FA
1836
FCG Advisors
New Jersey
$461K +$1.54K +13 +0.4%
KF
1837
Krilogy Financial
Missouri
$459K -$61K -514 -12%
RPC
1838
Rossmore Private Capital
Connecticut
$457K +$433K +3,653 New
NG
1839
Northstar Group
New York
$457K -$9.84K -83 -2%
TW
1840
Transform Wealth
Colorado
$453K
FPB
1841
First PREMIER Bank
South Dakota
$452K -$88.9K -750 -17%
TIM
1842
Tortoise Investment Management
New York
$451K +$22.4K +189 +6%
CC
1843
Cedar Capital
Illinois
$450K +$49.6K +418 +13%
TFS
1844
TrustCore Financial Services
Tennessee
$446K +$423K +3,566 New
NCM
1845
Noesis Capital Mangement
Florida
$445K +$12.6K +106 +3%
NF
1846
Nikulski Financial
Iowa
$443K +$420K +3,539 New
BWM
1847
Baystate Wealth Management
Massachusetts
$441K -$22.6K -191 -5%
ORI
1848
Oak Ridge Investments
Illinois
$440K
VFP
1849
Verus Financial Partners
Virginia
$437K
CCB
1850
Cutter & Co Brokerage
Missouri
$433K +$23.1K +195 +6%

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.