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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
B
1926
Bridgeworth
Alabama
$354K +$335K +2,829 New
HIIFS
1927
Harel Insurance Investments & Financial Services
Israel
$351K +$17.4K +147 +6%
CF
1928
Copperwynd Financial
Arizona
$348K +$330K +2,779 New
LIA
1929
LSP Investment Advisors
New York
$348K +$330K +2,779 New
I2I
1930
Insight 2811 Inc
Illinois
$345K -$59.3K -500 -15%
VIM
1931
Vista Investment Management
Pennsylvania
$345K +$327K +2,755 New
SSW
1932
Smith Shellnut Wilson
Mississippi
$342K +$19.4K +164 +6%
BWA
1933
Burt Wealth Advisors
Maryland
$341K +$27.4K +231 +9%
CHA
1934
Carmichael Hill & Associates
Maryland
$341K +$323K +2,721 New
PFA
1935
Pathway Financial Advisors
Vermont
$336K +$318K +2,683 New
CIC
1936
Chilton Investment Company
Connecticut
$335K
PCM
1937
Pointe Capital Management
Michigan
$333K +$110K +925 +53%
SIA
1938
Starfire Investment Advisers
Michigan
$333K +$316K +2,661 New
CB
1939
Cooke & Bieler
Pennsylvania
$332K -$40M -337,419 -99%
LFA
1940
Landmark Financial Advisors
Kentucky
$331K
VNA
1941
Valley National Advisers
Pennsylvania
$330K +$1.19K +10 +0.4%
HCIA
1942
Hochman Cole Investment Advisors
Illinois
$329K -$7K -59 -2%
SIMM
1943
Stillwater Investment Management (Minnesota)
Minnesota
$329K +$2.73K +23 +0.9%
AWMG
1944
Alliance Wealth Management Group
New Jersey
$328K -$310K -2,618 -50%
ICM
1945
IMS Capital Management
Oregon
$327K +$15.4K +130 +5%
LCM
1946
Lucas Capital Management
New Jersey
$326K -$949 -8 -0.3%
PAM
1947
Premier Asset Management
Illinois
$325K -$62.3K -525 -17%
PTC
1948
Provident Trust Company
Wisconsin
$325K
FWSM
1949
First Wilshire Securities Management
California
$324K -$6.52K -55 -2%
ACM
1950
AlphaStar Capital Management
North Carolina
$324K +$13.5K +114 +5%

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.