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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
VA
1876
Valmark Advisers
Ohio
$389K +$10.6K +89 +3%
FFC
1877
First Financial Corp
Indiana
$386K -$145K -1,209 -26%
CCM
1878
Cribstone Capital Management
Maine
$384K +$33.2K +278 +9%
HJGA
1879
Hardman Johnston Global Advisors
Connecticut
$382K
HFA
1880
HC Financial Advisors
California
$381K -$140K -1,167 -26%
ACP
1881
Aviance Capital Partners
Florida
$381K -$5.26K -44 -1%
GWM
1882
GSB Wealth Management
Connecticut
$380K
CP
1883
Castleview Partners
Texas
$374K +$392K +3,280 New
CCA
1884
Conestoga Capital Advisors
Pennsylvania
$373K
BIM
1885
Baldwin Investment Management
Pennsylvania
$372K -$17.9K -150 -4%
BIM
1886
Barton Investment Management
Pennsylvania
$372K
JGIA
1887
Jackson Grant Investment Advisers
Connecticut
$372K +$6.69K +56 +2%
HCM
1888
Hollencrest Capital Management
California
$371K +$4.66K +39 +1%
HCA
1889
Horan Capital Advisors
Ohio
$367K
FAG
1890
Financial Advisory Group
Texas
$366K -$106K -890 -22%
SIA
1891
Starfire Investment Advisers
Michigan
$366K +$66.1K +553 +21%
LIM
1892
Loudon Investment Management
New Hampshire
$365K -$23.9K -200 -6%
SCM
1893
Silvant Capital Management
Georgia
$364K +$381K +3,191 New
AIM
1894
Arcadia Investment Management
Michigan
$362K -$18.5K -155 -5%
SGK
1895
Steigerwald Gordon & Koch
Virginia
$362K -$2.27K -19 -0.6%
EWM
1896
Elite Wealth Management
Washington
$362K +$83.7K +700 +28%
CA
1897
Cornerstone Advisory
Maryland
$359K -$4.42K -37 -1%
CCM
1898
Check Capital Management
California
$357K -$287K -2,400 -43%
NWS
1899
Newport Wealth Strategies
California
$356K -$11.2K -94 -3%
LC
1900
Landaas & Company
Wisconsin
$355K +$30.7K +257 +9%

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.