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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
TFA
1951
Toth Financial Advisory
Virginia
$323K -$41.5K -350 -12%
WPA
1952
West Paces Advisors
Georgia
$323K
SCA
1953
Stillwater Capital Advisors
Pennsylvania
$321K
MPPLM
1954
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$320K +$303K +2,553 New
DSI
1955
Daiwa SB Investments
Japan
$318K +$301K +2,540 New
HI
1956
Harrington Investments
California
$318K +$301K +2,542 New
AMG
1957
Asset Management Group
Connecticut
$315K +$19.7K +166 +7%
AW
1958
Alpha Windward
Massachusetts
$314K -$11.1K -94 -4%
NWM
1959
Northwest Wealth Management
Iowa
$314K +$3.44K +29 +1%
RA
1960
Rational Advisors
New York
$313K -$1.92M -16,200 -87%
FC
1961
FCA Corp
Texas
$313K
SGS
1962
Sterling Global Strategies
California
$312K
CG
1963
CFO4Life Group
Texas
$312K +$18.7K +158 +7%
EWA
1964
Exencial Wealth Advisors
Oklahoma
$311K +$13.9K +117 +5%
EWM
1965
Elite Wealth Management
Washington
$310K +$294K +2,476 New
BIA
1966
Barry Investment Advisors
Massachusetts
$309K -$5.22K -44 -2%
CRB
1967
Chad R. Baker
$309K
DCM
1968
Delta Capital Management
New Jersey
$309K +$10.7K +90 +4%
WCM
1969
Whitener Capital Management
North Carolina
$309K +$293K +2,469 New
GC
1970
Gibson Capital
Pennsylvania
$308K
JCM
1971
Jag Capital Management
Missouri
$308K +$1.9K +16 +0.7%
BCA
1972
Berman Capital Advisors
Georgia
$306K +$290K +2,444 New
IC
1973
Iconiq Capital
California
$304K +$3.79K +32 +1%
KC
1974
KHP Capital
Oklahoma
$303K +$287K +2,420 New
FC
1975
Fulcrum Capital
Washington
$302K +$286K +2,411 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.