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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
WCM Investment Management
2101
WCM Investment Management
California
$202K +$191K +1,610 New
SFA
2102
Stewardship Financial Advisors
Georgia
$201K +$191K +1,608 New
TIA
2103
Trust Investment Advisors
Indiana
$200K +$190K +1,600 New
NCM
2104
New Capital Management
Texas
$198K +$593 +5 +0.3%
MWM
2105
MinichMacGregor Wealth Management
New York
$196K +$119 +1 +0.1%
DCM
2106
Delpha Capital Management
New York
$196K +$186K +1,565 New
LFA
2107
Legacy Financial Advisors
Kentucky
$196K +$187K +1,573 New
DSN
2108
D. Scott Neal
Kentucky
$194K -$11.9K -100 -6%
IP
2109
Intellectus Partners
California
$194K
PFGIA
2110
Patriot Financial Group Insurance Agency
Massachusetts
$189K +$6.4K +54 +4%
IUHSA
2111
Itau Unibanco Holding S.A.
Brazil
$185K +$21.5K +181 +14%
LWA
2112
Lenox Wealth Advisors
New York
$176K +$166K +1,400 +15,556%
CA
2113
Centerpoint Advisors
Massachusetts
$168K +$159K +1,338 New
AC
2114
Avestar Capital
New York
$165K +$165K +1,394 New
IP
2115
Isthmus Partners
Wisconsin
$164K
CFD
2116
Creative Financial Designs
Indiana
$163K -$9.37K -79 -6%
WA
2117
Winfield Associates
Ohio
$163K +$3.32K +28 +2%
AIS
2118
Accurate Investment Solutions
Pennsylvania
$160K -$8.42K -71 -5%
FFW
2119
Fusion Family Wealth
New York
$159K +$99.4K +838 +193%
RAM
2120
Riggs Asset Management
Pennsylvania
$157K +$11.9K +100 +9%
LWM
2121
Lenox Wealth Management
Ohio
$153K -$9.72K -82 -6%
ME
2122
McIlrath & Eck
Washington
$152K +$144K +1,214 New
TFO
2123
Tarbox Family Office
California
$139K
CIM
2124
Contravisory Investment Management
Massachusetts
$138K -$4.74K -40 -3%
LWA
2125
Lowe Wealth Advisors
Maryland
$131K

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.