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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
DSN
2101
D. Scott Neal
Kentucky
$177K
IP
2102
Intellectus Partners
California
$177K +$239 +2 +0.1%
AMCA
2103
Arthur M. Cohen & Associates
Illinois
$167K +$179K +1,497 New
NCM
2104
New Capital Management
Texas
$163K -$18.8K -157 -10%
MWM
2105
MinichMacGregor Wealth Management
New York
$163K -$16K -134 -9%
AC
2106
Avestar Capital
New York
$161K +$13.9K +116 +8%
KCPG
2107
Kavar Capital Partners Group
Kansas
$157K +$165K +1,378 New
CFD
2108
Creative Financial Designs
Indiana
$155K +$6.81K +57 +4%
IP
2109
Isthmus Partners
Wisconsin
$149K -$1.2K -10 -0.8%
ME
2110
McIlrath & Eck
Washington
$148K +$9.8K +82 +7%
HI
2111
Harrington Investments
California
$147K -$150K -1,255 -49%
LWM
2112
Lenox Wealth Management
Ohio
$146K +$6.58K +55 +4%
CA
2113
Centerpoint Advisors
Massachusetts
$143K -$10.3K -86 -6%
AIS
2114
Accurate Investment Solutions
Pennsylvania
$143K -$2.87K -24 -2%
RAM
2115
Riggs Asset Management
Pennsylvania
$143K
OBWP
2116
O'Brien Wealth Partners
Massachusetts
$143K +$150K +1,257 New
PHK
2117
Point72 Hong Kong
Hong Kong
$142K +$149K +1,243 +20,717%
WCAMG
2118
Woodard & Company Asset Management Group
North Carolina
$137K -$70.4K -589 -33%
LWA
2119
Lowe Wealth Advisors
Maryland
$133K +$14.1K +118 +11%
LGWM
2120
Litman Gregory Wealth Management
California
$131K +$117K +975 +567%
TFO
2121
Tarbox Family Office
California
$129K +$1.67K +14 +1%
CIM
2122
Contravisory Investment Management
Massachusetts
$125K -$717 -6 -0.5%
Twin Tree Management
2123
Twin Tree Management
Texas
$123K -$3.41M -28,560 -96%
FWM
2124
Focused Wealth Management
New York
$123K -$357K -2,985 -74%
WCMN
2125
Westchester Capital Management (Nebraska)
Nebraska
$118K

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.