We are live on ! Find out more
CVX icon

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
FA
2201
Fortis Advisors
Pennsylvania
$8K -$17.1K -143 -66%
HA
2202
Hamel Associates
New Jersey
$6.92K -$37.1K -310 -0.5%
CIA
2203
Covington Investment Advisors
Pennsylvania
$6.44K +$83.7K +700 +1%
GWA
2204
Guidant Wealth Advisors
Illinois
$5K
LBG
2205
Lloyds Banking Group
United Kingdom
$5K
OAJ
2206
Ogorek Anthony Joseph
New York
$4K +$5.02K +42 New
HCM
2207
Horrell Capital Management
Arkansas
$3K
JAM
2208
JCIC Asset Management
Ontario, Canada
$3K +$2.87K +24 New
TCA
2209
Tortoise Capital Advisors
Kansas
$2K
AFNAS
2210
American Financial Network Advisory Services
California
$1.62K -$1.44M -12,046 -100%
SSA
2211
South Street Advisors
New York
$968 +$49K +410 +5%
CI
2212
Capital Innovations
Wisconsin
$850 +$112K +940 +14%
FA
2213
Fagan Associates
New York
$703 -$33K -276 -4%
3CP
2214
3G Capital Partners
New York
-$62.6M -500,000 Closed
First Eagle Investment Management
2215
First Eagle Investment Management
New York
-$45M -359,182 Closed
Ninety One (UK)
2216
Ninety One (UK)
United Kingdom
-$33.3M -265,886 Closed
TIAAOA
2217
Teachers Insurance & Annuity Association of America
New York
-$18.5M -147,814 Closed
Voloridge Investment Management
2218
Voloridge Investment Management
Florida
-$15.6M -124,701 Closed
DCM
2219
Dynamic Capital Management
Jersey
-$13.1M -104,836 Closed
AAF
2220
Andra AP-fonden
Sweden
-$12.2M -97,200 Closed
PMAM
2221
Picton Mahoney Asset Management
Ontario, Canada
-$10.5M -83,800 Closed
AC
2222
Athanor Capital
New York
-$10.3M -82,000 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
2223
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$8.55M -68,293 Closed
HCM
2224
Howard Capital Management
Georgia
-$8.37M -66,893 Closed
FSA
2225
Financial Sense Advisors
California
-$7.46M -59,615 Closed

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.