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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
RWG
2151
Regal Wealth Group
California
$73K +$2.49K +21 +4%
Capstone Investment Advisors
2152
Capstone Investment Advisors
New York
$60K +$30.1K +254 +110%
SIA
2153
SeaBridge Investment Advisors
New Jersey
$57K +$36.5K +308 +205%
WCM
2154
Wealthcare Capital Management
Virginia
$54K +$2.13K +18 +4%
PFO
2155
Pathstone Family Office
New Jersey
$54K +$2.37K +20 +5%
CFN
2156
Cordasco Financial Network
Florida
$52K
SWMG
2157
Signature Wealth Management Group
Georgia
$52K +$48.9K +412 New
MUS
2158
Mitsubishi UFJ Securities
Japan
$51K -$47.4K -400 -49%
PW
2159
Price Wealth
Texas
$51K +$49.1K +414 New
NC
2160
NewSquare Capital
Pennsylvania
$50K +$43.6K +368 +1,269%
CP
2161
Corbenic Partners
Pennsylvania
$49K -$84.7K -714 -65%
HWP
2162
Hefty Wealth Partners
Indiana
$47K -$3.44K -29 -7%
UOTTAIMCU
2163
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$46K +$43.2K +364 New
FGC
2164
Financial Gravity Companies
Texas
$46K +$43.4K +366 New
CWM
2165
Cedar Wealth Management
California
$45K -$602K -5,073 -93%
DG
2166
Delek Group
Israel
$45K +$42.7K +360 New
MSFP
2167
Mark Sheptoff Financial Planning
Connecticut
$44K
SIS
2168
Sound Income Strategies
Florida
$44K +$45.9K +387 New
PG
2169
PEAK6 Group
Illinois
$43K +$40.3K +340 New
RBC
2170
Roble Belko & Company
Pennsylvania
$40K
WAS
2171
WESPAC Advisors SoCal
California
$36K
PS
2172
Portfolio Strategies
New York
$36K +$34.3K +289 New
SFPIA
2173
Stevens First Principles Investment Advisors
California
$32K
BGC
2174
Blue Granite Capital
South Carolina
$31K -$1.23M -10,349 -98%
TVWM
2175
Tower View Wealth Management
Wisconsin
$31K +$29.1K +245 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.