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Chevron
CVX

Overview Fund Activity

1,763 hedge funds and large institutions have $143B invested in Chevron in 2014 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 737 increasing their positions, 764 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,763
Holders Change
-20
Holders Change %
-1.12%
% of All Funds
50.95%
Holding in Top 10
357
Holding in Top 10 Change
-53
Holding in Top 10 Change %
-12.93%
% of All Funds
10.32%
New
76
Increased
737
Reduced
764
Closed
80
Calls
$1.73B
Puts
$1.17B
Net Calls
+$567M
Net Calls Change
+$475M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$5.31B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$4.82B
3
Franklin Resources
3
Franklin Resources
California
$2.51B
4
AC
4
Alleghany Corporation
New York
$238M
5
NFA
5
Nationwide Fund Advisors
Ohio
$166M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$11.6B
2
Capital World Investors
2
Capital World Investors
California
$3.71B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.79B
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.16B
5
State Street
5
State Street
Massachusetts
$11.9B
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
451
Fiduciary Asset Management
Missouri
$14.8M -$1.14M -9,621 -7%
SIM
452
Sentry Investment Management
Wisconsin
$14.8M -$119K -1,000 -0.8%
BB
453
Busey Bank
Illinois
$14.8M +$19.5K +164 +0.1%
BIC
454
Bridges Investment Counsel
Nebraska
$14.7M -$329K -2,767 -2%
TMAM
455
Tokio Marine Asset Management
Japan
$14.7M -$863K -7,261 -6%
PA
456
Profund Advisors
Maryland
$14.5M -$261K -2,199 -2%
ZA
457
Zweig Advisers
Connecticut
$14.5M +$713K +6,000 +5%
HCMNY
458
Howard Capital Management (New York)
New York
$14.5M +$806K +6,782 +6%
MIS
459
Morningstar Investment Services
Illinois
$14.5M +$897K +7,541 +7%
ASA
460
Armstrong Shaw Associates
Connecticut
$14.5M -$35.3M -297,046 -71%
FCI
461
Financial Counselors Inc
Kansas
$14.4M -$1.43M -12,049 -9%
SLI
462
Sumitomo Life Insurance
Japan
$14.4M -$1.49M -12,532 -9%
CAM
463
Cypress Asset Management
Texas
$14.2M -$393K -3,306 -3%
BHWM
464
Bar Harbor Wealth Management
New Hampshire
$14.2M -$12K -101 -0.1%
RC
465
Randolph Company
Ohio
$14.2M – – –
FCBT
466
First Citizens Bank & Trust
North Carolina
$14.2M -$1.64M -13,828 -10%
WIC
467
Willis Investment Counsel
Georgia
$14.1M – – –
Creative Planning
468
Creative Planning
Kansas
$14M -$260K -2,186 -2%
PL
469
Perpetual Ltd
Australia
$14M +$547K +4,599 +4%
OPCM
470
Osborne Partners Capital Management
California
$13.9M -$405K -3,405 -3%
HCM
471
Howland Capital Management
Massachusetts
$13.7M +$294K +2,475 +2%
LBC
472
Lowe Brockenbrough & Co
Virginia
$13.7M -$334K -2,809 -2%
PIM
473
Perkins Investment Management
Illinois
$13.6M +$2.71M +22,767 +25%
LIA
474
LS Investment Advisors
Michigan
$13.6M -$4.71M -39,578 -26%
GJIC
475
Gamble Jones Investment Counsel
California
$13.6M +$60.4K +508 +0.4%
17 18
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