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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
CAGAS
2076
Capital Advisory Group Advisory Services
Minnesota
$210K +$218K +1,826 New
LFG
2077
LifePlan Financial Group
Ohio
$209K +$8.37K +70 +4%
MS
2078
Marshall & Sullivan
Washington
$208K
RCP
2079
Rothschild Capital Partners
New York
$208K
KA
2080
Kaizen Advisory
Illinois
$207K
DC
2081
Derby & Company
Massachusetts
$207K +$10.6K +89 +5%
JSL
2082
JT Stratford LLC
Georgia
$207K +$217K +1,817 New
PC
2083
Peavine Capital
Nevada
$206K
SFM
2084
Signature Financial Management
Virginia
$206K
IHL
2085
Investment House LLC
California
$205K +$12K +100 +6%
LWA
2086
Lenox Wealth Advisors
New York
$205K +$46.9K +392 +28%
LBC
2087
Lawrence B. Cohen
$204K -$3.59K -30 -2%
CPH
2088
C Partners Holding
Switzerland
$203K -$58.2K -487 -22%
TG
2089
TLP Group
Illinois
$203K +$201K +1,685 +1,793%
LWS
2090
Lucia Wealth Services
California
$201K -$131K -1,092 -38%
PM
2091
Penbrook Management
New York
$201K
BA
2092
Ballew Advisors
Mississippi
$201K +$359 +3 +0.2%
JWBC
2093
John W. Bristol & Co
New York
$197K
WDL
2094
Well Done LLC
Michigan
$196K
SA
2095
SRH Advisors
Kansas
$194K
RCG
2096
Ruggie Capital Group
Florida
$193K -$18.6K -156 -8%
PCM
2097
Princeton Capital Management
New Jersey
$192K -$6.1K -51 -3%
C
2098
Cerebellum
California
$190K -$11.7K -98 -6%
PFGIA
2099
Patriot Financial Group Insurance Agency
Massachusetts
$181K +$16.9K +141 +10%
FC
2100
Ferris Capital
Massachusetts
$179K +$188K +1,572 New

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.