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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
Wellington Management Group
Massachusetts
+$409M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$369M
3
Franklin Resources
Franklin Resources
California
+$277M
4
AC
Alleghany Corporation
New York
+$238M
5
NFA
Nationwide Fund Advisors
Ohio
+$166M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$679M
2
Capital World Investors
Capital World Investors
California
-$669M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$490M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$454M
5
State Street
State Street
Massachusetts
-$408M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAI
801
Pittenger & Anderson Inc
Nebraska
$4.62M +$202K +1,700 +5%
CC
802
Cadinha & Co
Hawaii
$4.61M -$234K -1,970 -5%
AFG
803
American Financial Group
Ohio
$4.61M – – –
MIM
804
Montgomery Investment Management
Maryland
$4.61M -$155K -1,305 -3%
GG
805
Greenwood Gearhart
Arkansas
$4.6M +$131K +1,100 +3%
IMOV
806
Investment Management of Virginia
Virginia
$4.6M -$809K -6,802 -15%
FLPIM
807
F.L. Putnam Investment Management
Massachusetts
$4.58M -$2.87M -24,109 -39%
PWM
808
Perigon Wealth Management
California
$4.53M +$20.7K +174 +0.5%
PTB
809
Pioneer Trust Bank
Oregon
$4.52M -$428K -3,600 -9%
TWA
810
TCI Wealth Advisors
Arizona
$4.48M -$105K -886 -2%
BRWA
811
B. Riley Wealth Advisors
Florida
$4.46M +$90.3K +759 +2%
GCA
812
Guardian Capital Advisors
Ontario, Canada
$4.46M +$16.4K +139 +0.4%
PPSG
813
Princeton Portfolio Strategies Group
New Jersey
$4.45M -$39.2K -330 -0.9%
WIC
814
Woodmont Investment Counsel
Tennessee
$4.44M +$49K +412 +1%
MNBTD
815
Moody National Bank Trust Division
Texas
$4.44M – – –
AUB
816
Atlantic Union Bankshares
Virginia
$4.43M +$4.43M +36,708 New
DA
817
Denali Advisors
California
$4.4M +$951K +8,000 +28%
LOCB
818
Lombard Odier & Cie (Bahamas)
Bahamas
$4.4M – – –
GIM
819
Grassi Investment Management
California
$4.39M -$212K -1,784 -5%
CIA
820
Capital Investment Advisors
Georgia
$4.38M +$55.9K +470 +1%
ANBT
821
American National Bank & Trust
Texas
$4.38M -$31.5K -265 -0.7%
FCM
822
Forester Capital Management
Illinois
$4.37M +$4.37M +36,744 New
CWP
823
Capital Wealth Planning
Florida
$4.36M +$2.89M +24,287 +197%
RB
824
Rodgers Brothers
Pennsylvania
$4.35M +$188K +1,578 +5%
BCM
825
Breithorn Capital Management
New York
$4.35M +$34.2K +288 +0.8%
31 32
33
34 35