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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
SIAS
2126
Shine Investment Advisory Services
Colorado
$116K
CSC
2127
Cove Street Capital
California
$114K
FWC
2128
First Washington Corp
Washington
$114K
AP
2129
Advisors Preferred
Maryland
$110K +$116K +967 New
CT
2130
Clearstead Trust
Maine
$108K
FFW
2131
Fusion Family Wealth
New York
$105K -$42K -351 -28%
AWA
2132
Acorn Wealth Advisors
Michigan
$105K +$598 +5 +0.6%
EARNEST Partners
2133
EARNEST Partners
Georgia
$104K
CC
2134
Claybrook Capital
Massachusetts
$103K
FEG
2135
Financial Enhancement Group
Indiana
$100K +$105K +878 New
RPG
2136
Risk Paradigm Group
Texas
$98.2K
DRS
2137
Deane Retirement Strategies
Louisiana
$96K
RBC
2138
Roble Belko & Company
Pennsylvania
$94K +$59.8K +500 +155%
PCM
2139
Poehling Capital Management
Wisconsin
$91K +$8.37K +70 +10%
TCM
2140
Tributary Capital Management
Nebraska
$91K +$95K +795 New
CIM
2141
Corbyn Investment Management
Maryland
$91K +$95.6K +800 New
WA
2142
WealthTrust-Arizona
Arizona
$88K -$16.6K -139 -15%
TCM
2143
TD Capital Management
Tennessee
$86K +$837 +7 +0.9%
ACA
2144
Atlas Capital Advisors
Wyoming
$79.1K +$83K +694 New
MCM
2145
Mainstay Capital Management
Michigan
$79K -$717 -6 -0.8%
BHB
2146
Bank Hapoalim BM
Israel
$75K -$117K -980 -60%
MIM
2147
Macroview Investment Management
Maryland
$74K +$77.2K +646 New
PFO
2148
Pathstone Family Office
New Jersey
$71K +$24.7K +207 +49%
MWM
2149
Mascoma Wealth Management
New Hampshire
$68K
SPL
2150
Smart Portfolios LLC
Washington
$68K +$71.7K +600 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.