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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$17.9B +$137M +1,156,062 +0.8%
BlackRock
2
BlackRock
New York
$16.1B +$279M +2,356,734 +2%
State Street
3
State Street
Massachusetts
$14.9B +$261M +2,199,563 +2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$4.94B -$271M -2,288,933 -5%
Capital World Investors
5
Capital World Investors
California
$4.77B +$208M +1,751,999 +5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$4.3B +$52.5M +443,159 +1%
Northern Trust
7
Northern Trust
Illinois
$3.35B -$36.9M -310,891 -1%
Bank of America
8
Bank of America
North Carolina
$2.77B -$424M -3,571,899 -14%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$2.66B -$6.88M -58,027 -0.3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.48B +$77.8M +655,892 +3%
Norges Bank
11
Norges Bank
Norway
$2.39B +$35.9M +302,346 +2%
Morgan Stanley
12
Morgan Stanley
New York
$2.05B -$126K -1,064 -0%
State Farm Mutual Automobile Insurance
13
State Farm Mutual Automobile Insurance
Illinois
$2.05B
Wells Fargo
14
Wells Fargo
California
$1.92B +$150M +1,268,842 +9%
Franklin Resources
15
Franklin Resources
California
$1.87B -$50.7M -427,181 -3%
JP Morgan Chase
16
JP Morgan Chase
New York
$1.82B +$16M +135,104 +0.9%
Ameriprise
17
Ameriprise
Minnesota
$1.76B +$64.7M +545,700 +4%
Goldman Sachs
18
Goldman Sachs
New York
$1.65B +$202M +1,706,125 +15%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$1.56B +$165M +1,392,381 +13%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$1.42B +$170M +1,435,503 +14%
Capital Research Global Investors
21
Capital Research Global Investors
California
$1.3B -$38.1K -321 -0%
UBS Group
22
UBS Group
Switzerland
$1.29B +$74.1M +624,623 +6%
Capital International Investors
23
Capital International Investors
California
$1.28B -$479M -4,038,861 -28%
Legal & General Group
24
Legal & General Group
United Kingdom
$1.26B -$38.8M -327,339 -3%
Invesco
25
Invesco
Georgia
$1.25B +$60.4M +509,398 +5%

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.