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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
SQA
2026
Simon Quick Advisors
New Jersey
$239K +$26.2K +219 +12%
VFPI
2027
Vantage Financial Partners (Illinois)
Illinois
$239K +$35.9K +300 +17%
GAMA
2028
Graticule Asia Macro Advisors
New York
$239K +$251K +2,100 New
VCWA
2029
Vanguard Capital Wealth Advisors
Colorado
$238K -$9.21K -77 -3%
LIA
2030
LBMC Investment Advisors
Tennessee
$238K
BRA
2031
Bender Robert & Associates
California
$237K -$7.17K -60 -3%
AA
2032
AlphaMark Advisors
Kentucky
$237K
CIC
2033
Chase Investment Counsel
Virginia
$236K +$50.2K +420 +25%
CWM
2034
Confluence Wealth Management
Oregon
$235K -$12.7K -106 -5%
IWA
2035
Inspirion Wealth Advisors
Illinois
$233K
LCM
2036
Lucas Capital Management
New Jersey
$232K -$72.7K -608 -23%
ACA
2037
Anchor Capital Advisors
Massachusetts
$231K -$15.5K -130 -6%
CP
2038
Camelot Portfolios
Ohio
$231K -$2.75K -23 -1%
DWM
2039
Dorchester Wealth Management
Quebec, Canada
$230K -$15.5K -130 -6%
JA
2040
JOYN Advisors
Georgia
$230K +$241K +2,013 New
RIM
2041
Redwood Investment Management
Arizona
$230K +$241K +2,018 New
NBG
2042
Nancy B. Gardiner
$229K
ICM
2043
Ionic Capital Management
New York
$228K -$6.81M -57,000 -97%
SC
2044
Scholtz & Company
Connecticut
$228K -$316K -2,644 -57%
Harris Associates
2045
Harris Associates
Illinois
$228K -$167K -1,400 -41%
BOTOTLSJU
2046
Board of Trustees of The Leland Stanford Junior University
California
$228K -$9.32K -78 -4%
DK
2047
Darrell & King
Virginia
$228K
II
2048
Inspire Investing
Idaho
$228K
SIAP
2049
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$228K
FFG
2050
Ford Financial Group
California
$227K -$1.31K -11 -0.5%

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.