We are live on ! Find out more
CVX icon

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
FFG
2026
Ford Financial Group
California
$257K +$238K +2,006 New
PMG
2027
Private Management Group
California
$257K +$243K +2,053 New
CP
2028
Camelot Portfolios
Ohio
$256K +$237 +2 +0.1%
IWA
2029
Inspirion Wealth Advisors
Illinois
$256K +$13.3K +112 +6%
TB
2030
Terril Brothers
Missouri
$254K
W
2031
WealthShield
North Carolina
$253K +$236K +1,988 New
WP
2032
WealthShield Partners
North Carolina
$253K +$236K +1,988 New
KWA
2033
KCS Wealth Advisory
California
$253K +$240K +2,021 New
CC
2034
Colrain Capital
Massachusetts
$250K
DK
2035
Darrell & King
Virginia
$250K
SNB
2036
Security National Bank
Nebraska
$250K
SIAP
2037
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$250K
II
2038
Inspire Investing
Idaho
$250K +$237K +2,000 New
NBG
2039
Nancy B. Gardiner
$250K +$237K +2,000 New
SIM
2040
Spark Investment Management
New York
$250K +$237K +2,000 New
AWM
2041
Aevitas Wealth Management
Massachusetts
$247K +$234K +1,973 New
WTFG
2042
Wells Trecaso Financial Group
Ohio
$247K +$234K +1,974 New
AIM
2043
Allen Investment Management
New York
$246K
FMP
2044
Financial Management Professionals
Texas
$246K
HFP
2045
Holistic Financial Partners
Indiana
$245K +$233K +1,961 New
DGI
2046
Disciplined Growth Investors
Minnesota
$244K
SRCM
2047
Swift Run Capital Management
Virginia
$244K
TIM
2048
Total Investment Management
Arizona
$243K
LFG
2049
Larson Financial Group
Missouri
$243K +$230K +1,942 New
MCMT
2050
Moon Capital Management (Tennessee)
Tennessee
$242K

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.