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Chevron
CVX

Overview Fund Activity

1,977 hedge funds and large institutions have $126B invested in Chevron in 2017 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 849 increasing their positions, 831 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,977
Holders Change
-33
Holders Change %
-1.64%
% of All Funds
49.36%
Holding in Top 10
112
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-18.84%
% of All Funds
2.8%
New
66
Increased
849
Reduced
831
Closed
79
Calls
$1.26B
Puts
$2.11B
Net Calls
-$845M
Net Calls Change
-$270M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$409M
2
Capital World Investors
Capital World Investors
California
+$332M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$293M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$263M
5
BlackRock
BlackRock
New York
+$206M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$389M
2
CS
Credit Suisse
Switzerland
-$161M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$149M
4
CGT
Capital Guardian Trust
California
-$144M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
DMIC
751
Dixon Mitchell Investment Counsel
British Columbia, Canada
$4.6M +$400K +3,838 +10%
LWAC
752
Laurel Wealth Advisors (California)
California
$4.59M +$77K +738 +2%
PTC
753
Private Trust Company
Ohio
$4.58M +$313K +2,997 +7%
NEAM
754
New England Asset Management
Connecticut
$4.57M -$407K -3,900 -8%
ICOA
755
Investment Centers of America
North Dakota
$4.53M -$951K -9,130 -17%
CCMD
756
Cypress Capital Management (Delaware)
Delaware
$4.52M +$279K +2,673 +7%
UR
757
USCA RIA
Texas
$4.51M +$393K +3,762 +10%
Capstone Investment Advisors
758
Capstone Investment Advisors
New York
$4.5M -$927K -8,891 -17%
GCM
759
Garland Capital Management
Washington
$4.5M +$201K +1,924 +5%
PI
760
Putnam Investments
Massachusetts
$4.49M -$22.4M -214,907 -83%
TH
761
Timber Hill
Connecticut
$4.49M +$4.49M +42,988 New
SWM
762
SVA Wealth Management
Wisconsin
$4.47M +$167K +1,600 +4%
PWW
763
Pettyjohn Wood & White
Virginia
$4.46M +$283K +2,713 +7%
IIM
764
Ipswich Investment Management
Massachusetts
$4.45M -$1.35M -12,931 -23%
TWA
765
TCI Wealth Advisors
Arizona
$4.44M +$13.5K +129 +0.3%
AP
766
Advisor Partners
California
$4.44M +$812K +7,783 +22%
EWA
767
EP Wealth Advisors
California
$4.39M +$985K +9,440 +29%
Tudor Investment Corp
768
Tudor Investment Corp
Connecticut
$4.33M +$483K +4,626 +13%
LM
769
Lincluden Management
Ontario, Canada
$4.33M -$30.9K -296 -0.7%
CLOS
770
Compagnie Lombard Odier SCmA
Switzerland
$4.31M -$86.7K -831 -2%
IWA
771
IBEX Wealth Advisors
New Jersey
$4.31M +$315K +3,062 +8%
MCM
772
Maryland Capital Management
Maryland
$4.3M +$863K +8,274 +25%
AL
773
Aspiriant LLC
California
$4.3M +$572K +5,482 +15%
CAM
774
Columbia Asset Management
Michigan
$4.29M +$2.82K +27 +0.1%
CCM
775
Catawba Capital Management
Virginia
$4.28M +$51.1K +490 +1%
29 30
31
32 33