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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
HCM
1901
Harvest Capital Management
New Hampshire
$383K
EDRIA
1902
Edmonds Duncan Registered Investment Advisors
Kansas
$381K
ACM
1903
Armbruster Capital Management
New York
$376K -$7.71K -65 -2%
OCG
1904
Opus Capital Group
Ohio
$376K +$146K +1,230 +69%
GCA
1905
Gradient Capital Advisors
California
$376K +$356K +3,006 New
AAP
1906
Arax Advisory Partners
Colorado
$372K +$8.18K +69 +2%
BEC
1907
Blue Edge Capital
Virginia
$370K +$351K +2,958 New
JFGLC
1908
Johnson Financial Group LLC (Colorado)
Colorado
$370K -$88.2K -744 -20%
CBOR
1909
Community Bank of Raymore
Missouri
$370K
FIM
1910
Freedom Investment Management
Connecticut
$369K -$43.2K -364 -11%
EWM
1911
Endurance Wealth Management
Rhode Island
$368K -$119 -1 -0%
BCP
1912
Berkeley Capital Partners
Georgia
$366K -$1.07K -9 -0.3%
BJ
1913
Brouwer & Janachowski
California
$366K +$49.8K +420 +17%
DC
1914
DeDora Capital
California
$366K +$347K +2,927 New
MC
1915
Matisse Capital
Oregon
$365K +$1.3K +11 +0.4%
SXL
1916
Summit X LLC
Missouri
$364K +$28K +236 +9%
ACM
1917
Ashford Capital Management
Delaware
$363K -$11.9K -100 -3%
FIM
1918
Fernwood Investment Management
Massachusetts
$362K -$4.74K -40 -1%
PGA
1919
Portland Global Advisors
Maine
$362K
DWM
1920
Dakota Wealth Management
Florida
$362K +$94K +793 +38%
SCM
1921
Southport Capital Management
Tennessee
$361K +$2.96K +25 +0.9%
BHTS
1922
Bar Harbor Trust Services
Maine
$360K
NPPM
1923
North Point Portfolio Managers
Ohio
$360K
LC
1924
Landaas & Company
Wisconsin
$358K -$73.8K -622 -18%
LWS
1925
Lucia Wealth Services
California
$358K +$339K +2,857 New

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.