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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
AP
2176
Arlington Partners
Alabama
$29K +$30.2K +253 New
AWMS
2177
Advocacy Wealth Management Services
Georgia
$28K
TVWM
2178
Tower View Wealth Management
Wisconsin
$28K
OSAM
2179
O'Shaughnessy Asset Management
Connecticut
$28K +$29.3K +245 New
APSP
2180
Asset Planning Services (Pennsylvania)
Pennsylvania
$27K +$359 +3 +1%
PS
2181
Portfolio Solutions
Michigan
$27K +$2.99K +25 +12%
LYV
2182
Live Your Vision
Pennsylvania
$25K
TWMP
2183
Taylor Wealth Management Partners
Massachusetts
$23K
HS
2184
Horan Securities
United States
$23K +$5.98K +50 +36%
WAS
2185
WESPAC Advisors SoCal
California
$22K -$12K -100 -34%
CFC
2186
Coyle Financial Counsel
Illinois
$21K +$21.8K +182 New
CAM
2187
CenterStar Asset Management
Illinois
$20K
FMA
2188
FNY Managed Accounts
New York
$20K +$19.1K +160 +842%
BCP
2189
Blackhawk Capital Partners
Wisconsin
$20K +$20.9K +175 New
SLF
2190
Sun Life Financial
Ontario, Canada
$19.6K -$1.93M -16,186 -88%
CFG
2191
CKW Financial Group
Hawaii
$19K +$1.55K +13 +8%
TA
2192
Townsend & Associates
Colorado
$17K +$120 +1 +0.7%
OWA
2193
One Wealth Advisors
California
$16K +$478 +4 +3%
SP
2194
SWS Partners
Ohio
$15K -$6.58K -55 -29%
IF
2195
Ironwood Financial
Arizona
$14K
ST
2196
Sageworth Trust
Pennsylvania
$13K +$13.5K +113 New
BIMC
2197
Benson Investment Management Company
Virginia
$12K +$12.9K +108 New
CFA
2198
Camarda Financial Advisors
Florida
$9K
CAL
2199
Capital Advisors Ltd
Ohio
$9K
CI
2200
Cowen Inc
New York
$9K +$9.92K +83 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.