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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
JMH
2051
J.M. Hartwell
New York
$240K +$228K +1,920 New
XS
2052
XML Securities
Maryland
$240K +$228K +1,920 New
BCMO
2053
Buckingham Capital Management (Ohio)
Ohio
$239K -$11.9K -100 -5%
CI
2054
Cambiar Investors
Colorado
$237K
SQA
2055
Simon Quick Advisors
New Jersey
$235K -$143K -1,210 -39%
KC
2056
Kingfisher Capital
North Carolina
$235K -$10.2K -86 -4%
AWM
2057
AllSquare Wealth Management
New York
$232K
CGA
2058
Crescent Grove Advisors
Illinois
$232K
RCG
2059
Ruggie Capital Group
Florida
$231K +$25.4K +214 +13%
AWA
2060
AmeriServ Wealth Advisors
Pennsylvania
$231K +$230K +1,940 New
LD
2061
Lipe & Dalton
New York
$230K
SFC
2062
SYM Financial Corp
Indiana
$229K +$217K +1,828 New
MS
2063
Marshall & Sullivan
Washington
$228K -$19K -160 -8%
RCP
2064
Rothschild Capital Partners
New York
$228K
SAM
2065
Sequent Asset Management
Texas
$228K
KA
2066
Kaizen Advisory
Illinois
$228K +$216K +1,818 New
Susquehanna International Group
2067
Susquehanna International Group
Pennsylvania
$227K -$3.37M -28,439 -94%
LBC
2068
Lawrence B. Cohen
$227K -$11.9K -100 -5%
SFM
2069
Signature Financial Management
Virginia
$226K -$336K -2,833 -61%
PC
2070
Peavine Capital
Nevada
$226K
VFPI
2071
Vantage Financial Partners (Illinois)
Illinois
$226K +$11.9K +100 +6%
FPGK
2072
Financial Partners Group (Kansas)
Kansas
$225K +$213K +1,798 New
WCAMG
2073
Woodard & Company Asset Management Group
North Carolina
$224K +$212K +1,787 New
TBA
2074
Train Babcock Advisors
New York
$223K
PM
2075
Penbrook Management
New York
$221K +$209K +1,765 New

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.