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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
NG
1851
Northstar Group
New York
$418K +$2.15K +18 +0.5%
FPB
1852
First PREMIER Bank
South Dakota
$416K +$5.74K +48 +1%
HCM
1853
Highlander Capital Management
New Jersey
$415K -$59.8K -500 -12%
ECM
1854
Ensemble Capital Management
California
$412K -$335K -2,800 -44%
NF
1855
Nikulski Financial
Iowa
$412K +$8.97K +75 +2%
TIM
1856
Tortoise Investment Management
New York
$411K
AIM
1857
Advantage Investment Management
Iowa
$408K -$81.8K -684 -16%
WIP
1858
Wellesley Investment Partners
Massachusetts
$408K +$36K +301 +9%
SXL
1859
Summit X LLC
Missouri
$406K +$76.4K +639 +22%
AWE
1860
Avidian Wealth Enterprises
Texas
$404K -$20.3K -170 -5%
MWM
1861
Modera Wealth Management
New Jersey
$404K +$13K +109 +3%
JFGLC
1862
Johnson Financial Group LLC (Colorado)
Colorado
$403K +$69.2K +579 +20%
GWS
1863
Glassman Wealth Services
Virginia
$402K +$34K +284 +9%
WIM
1864
Westside Investment Management
California
$401K -$9.56K -80 -2%
FA
1865
FCG Advisors
New Jersey
$399K -$22.5K -188 -5%
ORI
1866
Oak Ridge Investments
Illinois
$397K -$4.07K -34 -1%
SCA
1867
Stuart Chaussee & Associates
California
$397K +$337K +2,820 +425%
HA
1868
Harfst & Associates
Wyoming
$395K -$95.9K -802 -19%
KFGK
1869
Keystone Financial Group (Kentucky)
Kentucky
$395K +$34.4K +288 +9%
IGGA
1870
Iron Gate Global Advisors
Utah
$393K -$35.9K -300 -8%
BCA
1871
Bray Capital Advisors
Florida
$392K +$4.42K +37 +1%
SAM
1872
Security Asset Management
New York
$392K +$13.2K +110 +3%
WCWM
1873
Wooster Corthell Wealth Management
Connecticut
$391K -$55.7K -466 -12%
TAM
1874
Timucuan Asset Management
Florida
$391K
VFP
1875
Verus Financial Partners
Virginia
$389K -$9.56K -80 -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.