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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
CFSG
1876
Community Financial Services Group
Vermont
$406K
GWS
1877
Glassman Wealth Services
Virginia
$405K +$39.8K +336 +12%
BIA
1878
Bigelow Investment Advisors
Maine
$405K +$384K +3,236 New
AIA
1879
AIMZ Investment Advisors
California
$404K
HCA
1880
Horan Capital Advisors
Ohio
$403K -$26.1K -220 -6%
NWS
1881
Newport Wealth Strategies
California
$403K +$381K +3,214 New
GFP
1882
Gryphon Financial Partners
Ohio
$403K +$382K +3,222 New
HCM
1883
Hollencrest Capital Management
California
$402K -$98.8K -833 -21%
CAM
1884
Covenant Asset Management
New Jersey
$402K
JGIA
1885
Jackson Grant Investment Advisers
Connecticut
$401K -$131K -1,108 -26%
MGIA
1886
Moneta Group Investment Advisors
Missouri
$400K -$26.2K -221 -6%
SGK
1887
Steigerwald Gordon & Koch
Virginia
$400K -$13.3K -112 -3%
CA
1888
Cornerstone Advisory
Maryland
$399K -$6.17K -52 -2%
SG
1889
StoneX Group
New York
$399K +$4.51K +38 +1%
OIWM
1890
OptiFour Integrated Wealth Management
Virginia
$396K +$375K +3,164 New
RW
1891
REDW Wealth
New Mexico
$392K -$11K -93 -3%
OFW
1892
Omnia Family Wealth
Florida
$390K +$36.6K +309 +11%
KSA
1893
Ken Stern & Associates
California
$389K -$324K -2,736 -47%
VCM
1894
Vision Capital Management
Oregon
$387K -$71.6K -604 -16%
CCM
1895
Cribstone Capital Management
Maine
$387K +$2.85K +24 +0.8%
DOA
1896
D'Orazio & Associates
Virginia
$387K +$7.71K +65 +2%
MFG
1897
Merit Financial Group
Georgia
$386K +$366K +3,088 New
SSI
1898
Scott & Selber Inc
Texas
$385K
FDS
1899
First Dallas Securities
Texas
$385K +$23.7K +200 +7%
MGIA
1900
Matthew Goff Investment Advisor
Texas
$384K -$13.8K -116 -4%

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.