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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
RWG
2151
Regal Wealth Group
California
$67K +$717 +6 +1%
AIM
2152
Assured Investment Management
New York
$65K -$3.13M -26,174 -98%
SIS
2153
Sound Income Strategies
Florida
$65K +$21.5K +180 +47%
PW
2154
Price Wealth
Texas
$63K +$16.5K +138 +33%
CCMW
2155
Cypress Capital Management (Wyoming)
Wyoming
$61K -$10.8K -90 -14%
Capstone Investment Advisors
2156
Capstone Investment Advisors
New York
$61K +$6.22K +52 +11%
BCI
2157
Brinker Capital Investments
Pennsylvania
$60K -$6.58K -55 -9%
TFA
2158
Transamerica Financial Advisors
Florida
$58K -$474K -3,964 -89%
SIA
2159
SeaBridge Investment Advisors
New Jersey
$52K
WCM
2160
Wealthcare Capital Management
Virginia
$47K -$2.15K -18 -4%
SWMG
2161
Signature Wealth Management Group
Georgia
$47K -$478 -4 -1%
CFN
2162
Cordasco Financial Network
Florida
$47K
MUS
2163
Mitsubishi UFJ Securities
Japan
$47K
NC
2164
NewSquare Capital
Pennsylvania
$45K
FGC
2165
Financial Gravity Companies
Texas
$43K -$3.11K -26 -7%
HWP
2166
Hefty Wealth Partners
Indiana
$43K
FGAM
2167
Financial Gravity Asset Management
Texas
$43K +$40.6K +340 New
CWM
2168
Cedar Wealth Management
California
$41K
MSFP
2169
Mark Sheptoff Financial Planning
Connecticut
$40K
HH
2170
HWG Holdings
Texas
$39K -$868K -7,263 -96%
ML
2171
McAdam LLC
Pennsylvania
$38K +$39.9K +334 New
DSI
2172
Daiwa SB Investments
Japan
$36K -$265K -2,220 -87%
Nomura Holdings
2173
Nomura Holdings
Japan
$34.6K -$42.4M -354,654 -54%
PS
2174
Portfolio Strategies
New York
$33K
SFPIA
2175
Stevens First Principles Investment Advisors
California
$29K

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.