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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
BA
2076
Ballew Advisors
Mississippi
$220K +$208K +1,757 New
C
2077
Cerebellum
California
$220K +$209K +1,761 New
EM
2078
Emancipation Management
New York
$219K
HFA
2079
Huber Financial Advisors
Illinois
$219K +$207K +1,748 New
DWM
2080
Darwin Wealth Management
Florida
$219K +$207K +1,749 New
PCM
2081
Princeton Capital Management
New Jersey
$217K +$205K +1,731 New
JWBC
2082
John W. Bristol & Co
New York
$216K
OWM
2083
Orgel Wealth Management
Wisconsin
$216K
DC
2084
Derby & Company
Massachusetts
$216K +$205K +1,729 New
WDL
2085
Well Done LLC
Michigan
$215K -$79.4K -670 -28%
SWP
2086
Strategic Wealth Partners
Ohio
$215K +$217K +1,828 New
AC
2087
Allstate Corporation
Illinois
$214K -$2.96K -25 -1%
RMC
2088
Regis Management Company
California
$213K
SA
2089
SRH Advisors
Kansas
$213K
IHL
2090
Investment House LLC
California
$213K +$202K +1,700 New
GC
2091
Gilbert & Cook
Iowa
$209K -$5.22K -44 -3%
LSC
2092
Lesa Sroufe & Co
Washington
$209K -$5.1K -43 -3%
ACM
2093
Avalon Capital Management
California
$208K -$9.37K -79 -5%
PWPS
2094
Pinnacle Wealth Planning Services
Ohio
$208K +$197K +1,660 New
CIC
2095
Chase Investment Counsel
Virginia
$207K -$8.66K -73 -4%
LFG
2096
LifePlan Financial Group
Ohio
$207K
PDM
2097
Penn Davis McFarland
Texas
$207K +$196K +1,650 New
BCM
2098
Bourgeon Capital Management
Connecticut
$206K +$195K +1,646 New
AWM
2099
Avior Wealth Management
Nebraska
$206K +$299K +2,521 +19%
IT
2100
Independence Trust
Tennessee
$204K +$193K +1,627 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.