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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
MFG
2251
Merit Financial Group
Georgia
-$386K -3,088 Closed
CG
2252
CFO4Life Group
Texas
-$312K -2,490 Closed
SGS
2253
Sterling Global Strategies
California
-$312K -2,490 Closed
KM
2254
Kalos Management
Georgia
-$283K -2,309 Closed
RIS
2255
Retirement Income Solutions
Michigan
-$279K -2,231 Closed
SCP
2256
Seizert Capital Partners
Michigan
-$265K -2,116 Closed
FLII
2257
First Long Island Investors
New York
-$264K -2,105 Closed
PMG
2258
Private Management Group
California
-$257K -2,053 Closed
KWA
2259
KCS Wealth Advisory
California
-$253K -2,021 Closed
CC
2260
Colrain Capital
Massachusetts
-$250K -2,000 Closed
SIM
2261
Spark Investment Management
New York
-$250K -2,000 Closed
WP
2262
WealthShield Partners
North Carolina
-$253K -1,988 Closed
WTFG
2263
Wells Trecaso Financial Group
Ohio
-$247K -1,974 Closed
AIM
2264
Allen Investment Management
New York
-$246K -1,967 Closed
LFG
2265
Larson Financial Group
Missouri
-$243K -1,942 Closed
MCMT
2266
Moon Capital Management (Tennessee)
Tennessee
-$242K -1,931 Closed
XS
2267
XML Securities
Maryland
-$240K -1,920 Closed
SAM
2268
Sequent Asset Management
Texas
-$228K -1,825 Closed
EM
2269
Emancipation Management
New York
-$219K -1,753 Closed
DWM
2270
Darwin Wealth Management
Florida
-$219K -1,749 Closed
HFA
2271
Huber Financial Advisors
Illinois
-$219K -1,748 Closed
OWM
2272
Orgel Wealth Management
Wisconsin
-$216K -1,728 Closed
AC
2273
Allstate Corporation
Illinois
-$214K -1,708 Closed
RMC
2274
Regis Management Company
California
-$213K -1,703 Closed
GC
2275
Gilbert & Cook
Iowa
-$209K -1,669 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.