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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
QC
2001
Quadrature Capital
United Kingdom
$278K +$263K +2,217 New
HI
2002
Hendershot Investments
Virginia
$277K -$21.9K -185 -8%
MCM
2003
MV Capital Management
Maryland
$277K -$2.37K -20 -0.9%
VCWA
2004
Vanguard Capital Wealth Advisors
Colorado
$276K +$261K +2,201 New
CWM
2005
Confluence Wealth Management
Oregon
$272K -$16.2K -137 -6%
KA
2006
Klingman & Associates
New York
$271K
ACA
2007
Anchor Capital Advisors
Massachusetts
$270K
DM
2008
Diker Management
New York
$270K
DWM
2009
Dorchester Wealth Management
Quebec, Canada
$269K
AF
2010
Affiance Financial
Minnesota
$269K +$21.3K +180 +9%
DLHL
2011
Donald L. Hagan LLC
Florida
$268K -$752K -6,341 -75%
BRA
2012
Bender Robert & Associates
California
$268K -$5.93K -50 -2%
PCP
2013
Proficio Capital Partners
Massachusetts
$267K +$4.27K +36 +2%
TC
2014
Trilogy Capital
California
$267K +$253K +2,130 New
BMCM
2015
Bryn Mawr Capital Management
Pennsylvania
$266K
SCP
2016
Seizert Capital Partners
Michigan
$265K +$22.2K +187 +10%
EIA
2017
Eldridge Investment Advisors
New Hampshire
$265K +$247K +2,080 New
FLII
2018
First Long Island Investors
New York
$264K -$75.8K -639 -23%
NIT
2019
NumerixS Investment Technologies
British Columbia, Canada
$263K -$1.57M -13,200 -86%
GIM
2020
Greystone Investment Management
Ohio
$263K
LIA
2021
LBMC Investment Advisors
Tennessee
$262K +$248K +2,089 New
AA
2022
AlphaMark Advisors
Kentucky
$260K
BOTOTLSJU
2023
Board of Trustees of The Leland Stanford Junior University
California
$260K +$9.25K +78 +4%
LF
2024
Lee Financial
Texas
$259K +$24K +202 +11%
BO
2025
BRR OpCo
Ohio
$258K -$29.9K -252 -11%

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.