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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
LFA
2001
Legacy Financial Advisors
Kentucky
$262K +$76K +636 +40%
DPI
2002
Diversified Portfolios Inc
Michigan
$261K -$5.74K -48 -2%
GKWIM
2003
Gerber Kawasaki Wealth & Investment Management
California
$261K
PIA
2004
Pinion Investment Advisors
Kansas
$259K +$272K +2,274 New
PCP
2005
Proficio Capital Partners
Massachusetts
$258K +$16K +134 +6%
WAM
2006
Wallington Asset Management
Indiana
$255K
KA
2007
Klingman & Associates
New York
$255K +$8.97K +75 +3%
SHJ
2008
Sharkey, Howes & Javer
Colorado
$254K
KC
2009
Kingfisher Capital
North Carolina
$254K +$42.1K +352 +19%
KC
2010
KHP Capital
Oklahoma
$253K -$23.9K -200 -8%
IOOF
2011
Independent Order of Foresters
Ontario, Canada
$253K -$1.2K -10 -0.4%
MFT
2012
Moisand Fitzgerald Tamayo
Florida
$253K
HFS
2013
Haverford Financial Services
Pennsylvania
$252K -$15.1K -126 -5%
VCP
2014
Vista Capital Partners
Oregon
$252K -$11.5K -96 -4%
HI
2015
Hendershot Investments
Virginia
$252K
KA
2016
KLCM Advisors
Wisconsin
$252K +$264K +2,207 New
PIMJS
2017
PKO Investment Management Joint-Stock
Poland
$251K +$263K +2,200 New
DM
2018
Diker Management
New York
$246K
SL
2019
Signition LP
New York
$246K +$258K +2,161 New
FAM
2020
Fenimore Asset Management
New York
$244K -$18.9K -158 -7%
DLHL
2021
Donald L. Hagan LLC
Florida
$244K
LF
2022
Lee Financial
Texas
$244K +$8.85K +74 +4%
DVM
2023
Dreman Value Management
Florida
$242K +$253K +2,118 New
FMP
2024
Financial Management Professionals
Texas
$241K +$17.3K +145 +7%
PO
2025
Private Ocean
California
$241K +$171K +1,434 +209%

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.