We are live on ! Find out more
CVX icon

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
AWMS
2176
Advocacy Wealth Management Services
Georgia
$30K -$8.89K -75 -24%
APSP
2177
Asset Planning Services (Pennsylvania)
Pennsylvania
$30K +$237 +2 +0.8%
FA
2178
Fortis Advisors
Pennsylvania
$27K +$237 +2 +0.9%
LYV
2179
Live Your Vision
Pennsylvania
$26K
PS
2180
Portfolio Solutions
Michigan
$26K
TWMP
2181
Taylor Wealth Management Partners
Massachusetts
$25K
SP
2182
SWS Partners
Ohio
$24K +$22.4K +189 New
TODC
2183
Trustees of Dartmouth College
New Hampshire
$21K +$19.6K +165 New
CFG
2184
CKW Financial Group
Hawaii
$20K +$119 +1 +0.6%
CTA
2185
Carillon Tower Advisers
Florida
$19.2K +$18.2M +153,728 New
HS
2186
Horan Securities
United States
$19K
TA
2187
Townsend & Associates
Colorado
$18K +$17.1K +144 New
OWA
2188
One Wealth Advisors
California
$17K +$15.9K +134 New
IF
2189
Ironwood Financial
Arizona
$16K -$28.6K -241 -65%
BCM
2190
Brasada Capital Management
Texas
$16K +$14.8K +125 New
TG
2191
TLP Group
Illinois
$12K -$4.15K -35 -27%
CFA
2192
Camarda Financial Advisors
Florida
$10K -$474 -4 -5%
CAL
2193
Capital Advisors Ltd
Ohio
$10K
Walleye Trading
2194
Walleye Trading
New York
$6.15K +$5.83M +49,144 New
GWA
2195
Guidant Wealth Advisors
Illinois
$6K
Group One Trading
2196
Group One Trading
Illinois
$5K
LBG
2197
Lloyds Banking Group
United Kingdom
$5K
CCT
2198
Capital City Trust
Florida
$4.08K +$89.8K +757 +2%
HCM
2199
Horrell Capital Management
Arkansas
$4K
TCA
2200
Tortoise Capital Advisors
Kansas
$2K

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.