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Chevron
CVX

Overview Fund Activity

1,763 hedge funds and large institutions have $91.8B invested in Chevron in 2015 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 709 increasing their positions, 827 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,763
Holders Change
-81
Holders Change %
-4.39%
% of All Funds
49.27%
Holding in Top 10
80
Holding in Top 10 Change
-61
Holding in Top 10 Change %
-43.26%
% of All Funds
2.24%
New
55
Increased
709
Reduced
827
Closed
119
Calls
$1.69B
Puts
$1.74B
Net Calls
-$50.6M
Net Calls Change
+$396M

Top Buyers

1
IC
Institutional Capital
Illinois
+$561M
2
Bank of America
Bank of America
North Carolina
+$497M
3
Franklin Resources
Franklin Resources
California
+$423M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$422M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$382M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$847M
2
Morgan Stanley
Morgan Stanley
New York
-$197M
3
BG
BlackRock Group
United Kingdom
-$196M
4
ClearBridge Investments
ClearBridge Investments
New York
-$188M
5
Deutsche Bank
Deutsche Bank
Germany
-$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBC
701
Fairfield, Bush & Co
Connecticut
$3.84M +$101K +1,275 +3%
NCM
702
Novare Capital Management
North Carolina
$3.84M -$86.4K -1,096 -2%
GCA
703
Guardian Capital Advisors
Ontario, Canada
$3.8M +$170K +2,094 +5%
GC
704
Guardian Capital
Ontario, Canada
$3.79M -$1.63M -20,618 -30%
BFA
705
Bragg Financial Advisors
North Carolina
$3.77M +$213K +2,704 +6%
BRWA
706
B. Riley Wealth Advisors
Florida
$3.76M +$260K +3,301 +7%
VV
707
Verity & Verity
South Carolina
$3.76M +$505K +6,402 +15%
LIM
708
Leavell Investment Management
Alabama
$3.75M -$698K -8,842 -16%
NFC
709
Northeast Financial Consultants
Connecticut
$3.73M -$78.9K -1,000 -2%
CA
710
Cetera Advisors
Colorado
$3.72M +$98.2K +1,244 +3%
PTB
711
Pioneer Trust Bank
Oregon
$3.69M +$318K +4,030 +9%
SPC
712
Sigma Planning Corp
Michigan
$3.67M +$348K +4,409 +10%
AAM
713
Autus Asset Management
Arizona
$3.65M -$77.7K -985 -2%
SGCA
714
Steel Grove Capital Advisors
Tennessee
$3.65M -$114K -1,449 -3%
CIBC World Market
715
CIBC World Market
Ontario, Canada
$3.62M -$1.28M -16,178 -26%
DT
716
Diversified Trust
Tennessee
$3.61M -$49.9K -632 -1%
BFIM
717
Beese Fulmer Investment Management
Ohio
$3.6M +$108K +1,368 +3%
CWA
718
Constellation Wealth Advisors
New York
$3.59M -$11.1K -141 -0.3%
PMG
719
ProVise Management Group
Florida
$3.59M -$137K -1,733 -4%
SHGA
720
Sand Hill Global Advisors
California
$3.59M +$99.3K +1,259 +3%
BCB
721
Brian C. Broderick
$3.59M -$15.5K -196 -0.4%
B
722
Barings
North Carolina
$3.57M -$6.92M -87,711 -66%
IC
723
Inverness Counsel
New York
$3.57M -$32.2K -408 -0.9%
HT
724
HighTower Trust
Texas
$3.56M +$1.44M +18,200 +68%
SWP
725
Stratos Wealth Partners
Ohio
$3.55M +$146K +1,851 +4%
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