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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
PGA
1926
Portland Global Advisors
Maine
$330K
CBOR
1927
Community Bank of Raymore
Missouri
$328K -$9.56K -80 -3%
BHTS
1928
Bar Harbor Trust Services
Maine
$328K
NPPM
1929
North Point Portfolio Managers
Ohio
$328K
ICM
1930
IMS Capital Management
Oregon
$327K
FIM
1931
Fernwood Investment Management
Massachusetts
$326K -$4.07K -34 -1%
GCA
1932
Gideon Capital Advisors
New York
$325K -$60K -502 -15%
PP
1933
PagnatoKarp Partners
Virginia
$324K -$232K -1,939 -41%
MGIA
1934
Matthew Goff Investment Advisor
Texas
$323K -$28.1K -235 -8%
SSW
1935
Smith Shellnut Wilson
Mississippi
$322K +$10.8K +90 +3%
BCP
1936
Berkeley Capital Partners
Georgia
$321K -$12.7K -106 -4%
SG
1937
StoneX Group
New York
$320K -$46.1K -386 -12%
OFW
1938
Omnia Family Wealth
Florida
$320K -$36.9K -309 -10%
FC
1939
Financial Consulate
Maryland
$319K -$71.7K -600 -18%
EIA
1940
Eldridge Investment Advisors
New Hampshire
$318K +$85.7K +717 +34%
LIA
1941
LSP Investment Advisors
New York
$317K
DWM
1942
Dakota Wealth Management
Florida
$313K -$17.9K -150 -5%
EWA
1943
Exencial Wealth Advisors
Oklahoma
$312K +$29.3K +245 +10%
BWA
1944
Burt Wealth Advisors
Maryland
$310K
CHA
1945
Carmichael Hill & Associates
Maryland
$310K
VNA
1946
Valley National Advisers
Pennsylvania
$308K +$8.13K +68 +3%
AAP
1947
Arax Advisory Partners
Colorado
$307K -$33.5K -280 -9%
SCM
1948
Southport Capital Management
Tennessee
$307K -$22.1K -185 -6%
VIM
1949
Vista Investment Management
Pennsylvania
$306K -$8.97K -75 -3%
PCM
1950
Pointe Capital Management
Michigan
$306K +$2.63K +22 +0.8%

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.