Q1 Investor Portfolio Rebalancing
Major Institutional Investors Rebalance Portfolios in Q1, Adjusting Stakes in McKesson, Colgate, and Chevron
Anonymous
Key Points
1
Norges Bank opened a new position in McKesson in the 4th quarter, worth approximately $1,651,137,000.
2
Groupe la Francaise increased its Colgate-Palmolive stake by 295.3% to 138,723 shares, valued at about $11,666,000.
3
Edgestream Partners L.P. lifted its Colgate-Palmolive holdings by 131.0% to 19,924 shares, worth about $1,698,000.
4
Kestra Private Wealth Services LLC increased its Clorox stake to 5,957 shares, valued at about $617,000.
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Midwest Capital Advisors LLC opened a new Chevron position in Q1, with Core Wealth Advisors LLC also initiating a new Chevron stake; overall institutional ownership of Chevron sits around 72.42%.
Several major institutional investors reshuffled their portfolios in the first quarter of 2025, with Vestor Capital LLC making some of the sharpest cuts. The firm slashed its Chevron stake by 92.3% to just 1,288 shares and dumped 95.1% of its Colgate-Palmolive position, leaving only 1,560 shares worth about $133,000, according to Ticker Report.
Not all moves were bearish. Vestor Capital also boosted its Marathon Petroleum stake by 262.9% to 2,958 shares, worth roughly $722,000. And at the same time, giants like Vanguard and State Street were adding to their McKesson positions, signaling mixed sentiment across sectors.
Vestor Capital Dumps Chevron, Bets on Refiner Instead
Vestor Capital's Chevron exit was dramatic. The firm cut its position by 92.3%, dropping from a larger stake down to just 1,288 shares, valued at about $266,000, according to Ticker Report. That is a near-total exit from one of the world's biggest oil companies.
In the same quarter, Vestor moved money toward Marathon Petroleum, lifting that stake by 262.9% to 2,958 shares worth around $722,000. New buyers also entered Chevron during Q1. Midwest Capital Advisors LLC and Core Wealth Advisors LLC both opened fresh Chevron positions. Overall, institutions still own about 72.42% of Chevron's shares.
Colgate and Clorox Face Big Selloffs From One Firm
Vestor Capital made sweeping cuts to consumer staples. It reduced its Colgate-Palmolive position by 95.1%, leaving just 1,560 shares worth about $133,000, according to Ticker Report. It also cut its Clorox stake by 97%, leaving only 850 shares valued at roughly $88,000.
Other investors moved in the opposite direction on Colgate. Groupe la Francaise increased its Colgate stake by 295.3% to 138,723 shares, worth about $11,666,000. Edgestream Partners L.P. lifted its Colgate holdings by 131.0% to 19,924 shares, worth roughly $1,698,000. On the Clorox side, Kestra Private Wealth Services LLC raised its position to 5,957 shares, valued at about $617,000.
McKesson Sees Mixed Moves Among Big Institutions
Segall Bryant & Hamill LLC trimmed its McKesson stake by 2.6% in Q1, leaving it with 54,515 shares. McKesson now makes up about 0.6% of the firm's portfolio and ranks as its 27th largest holding. The cut was small but reflects cautious rebalancing among mid-size managers.
Larger players went the other way. Vanguard, State Street, Geode, Franklin Resources, and Norges Bank all expanded or rebalanced their McKesson positions. Norges Bank had opened a brand-new McKesson position in Q4, worth approximately $1.65 billion. That kind of institutional demand signals strong long-term confidence in the healthcare distributor.
Vestor Capital Pivots Hard Toward Growth and Tech Names
While cutting legacy holdings, Vestor Capital placed big bets elsewhere. The firm raised its T-Mobile US stake by a staggering 20,595.5% to 41,391 shares, worth about $8.69 million, according to Watchlist News. It also hiked its Parker-Hannifin position by 442.2% in the same quarter.
Vestor also bought a new $3.69 million stake in Jones Lang LaSalle, picking up 12,135 shares of the real estate services firm. Taken together, Vestor's Q1 moves show a firm pivoting away from oil majors and consumer brands toward telecom, industrials, and real estate. It is one of the clearest portfolio rotations visible in this round of 13F filings.
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