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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
MPPLM
1951
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$304K +$13.6K +114 +4%
WC
1952
Weil Company
California
$304K +$319K +2,669 New
PFA
1953
Pathway Financial Advisors
Vermont
$302K -$3.71K -31 -1%
LFA
1954
Landmark Financial Advisors
Kentucky
$302K -$120 -1 -0%
CB
1955
Cooke & Bieler
Pennsylvania
$302K
SIMM
1956
Stillwater Investment Management (Minnesota)
Minnesota
$302K +$2.99K +25 +1%
HCIA
1957
Hochman Cole Investment Advisors
Illinois
$301K +$837 +7 +0.3%
IC
1958
Iconiq Capital
California
$300K +$23.6K +197 +8%
CIC
1959
Chilton Investment Company
Connecticut
$299K -$6.34K -53 -2%
AWMG
1960
Alliance Wealth Management Group
New Jersey
$299K
RA
1961
Rational Advisors
New York
$299K +$14.9K +125 +5%
RW
1962
REDW Wealth
New Mexico
$298K -$61.8K -517 -17%
PAM
1963
Premier Asset Management
Illinois
$297K
PTC
1964
Provident Trust Company
Wisconsin
$297K
TIM
1965
Total Investment Management
Arizona
$297K +$79.4K +664 +34%
GFP
1966
Gryphon Financial Partners
Ohio
$295K -$76.2K -637 -20%
FWSM
1967
First Wilshire Securities Management
California
$295K
BWM
1968
Baystate Wealth Management
Massachusetts
$293K -$115K -959 -29%
SCA
1969
Stillwater Capital Advisors
Pennsylvania
$293K
KSA
1970
Ken Stern & Associates
California
$292K -$65.2K -545 -18%
I2I
1971
Insight 2811 Inc
Illinois
$291K -$23.9K -200 -7%
NWM
1972
Northwest Wealth Management
Iowa
$291K +$5.62K +47 +2%
AMG
1973
Asset Management Group
Connecticut
$289K +$2.03K +17 +0.7%
PFC
1974
Poplar Forest Capital
California
$288K -$38.7M -323,365 -99%
AW
1975
Alpha Windward
Massachusetts
$287K +$1.08K +9 +0.4%

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.