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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
SBWIC
1901
Schaper Benz & Wise Investment Counsel
Wisconsin
$355K +$89.7K +750 +32%
NCM
1902
Noesis Capital Mangement
Florida
$354K -$53.8K -450 -13%
SSG
1903
Summit Securities Group
New York
$354K -$23.9K -200 -6%
VCM
1904
Vision Capital Management
Oregon
$352K
CF
1905
Copperwynd Financial
Arizona
$352K +$36.7K +307 +11%
AI
1906
ArchPoint Investors
Florida
$352K +$369K +3,090 New
CWM
1907
Connecticut Wealth Management
Connecticut
$351K -$74K -619 -17%
TC
1908
Trust Company
Kansas
$351K -$36.3K -304 -9%
OIWM
1909
OptiFour Integrated Wealth Management
Virginia
$350K -$11.2K -94 -3%
SSI
1910
Scott & Selber Inc
Texas
$350K
EDRIA
1911
Edmonds Duncan Registered Investment Advisors
Kansas
$350K +$2.39K +20 +0.7%
GCA
1912
Gradient Capital Advisors
California
$344K +$1.31K +11 +0.4%
FDS
1913
First Dallas Securities
Texas
$342K -$9.32K -78 -3%
ACM
1914
Armbruster Capital Management
New York
$342K
DOA
1915
D'Orazio & Associates
Virginia
$340K -$13.9K -116 -4%
CIA
1916
Cascade Investment Advisors
Oregon
$339K +$254K +2,125 +252%
BEC
1917
Blue Edge Capital
Virginia
$337K
HCM
1918
Harvest Capital Management
New Hampshire
$337K -$12K -100 -3%
EWM
1919
Endurance Wealth Management
Rhode Island
$335K +$120 +1 +0%
AIA
1920
AIMZ Investment Advisors
California
$334K -$35.9K -300 -9%
DC
1921
DeDora Capital
California
$334K +$239 +2 +0.1%
MC
1922
Matisse Capital
Oregon
$332K
AFC
1923
AFT Forsyth & Company
Florida
$331K -$64.9K -543 -16%
ACM
1924
Ashford Capital Management
Delaware
$331K
GEA
1925
Glen Eagle Advisors
New Jersey
$331K -$55.7K -466 -14%

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.