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Chevron
CVX

Overview Fund Activity

1,783 hedge funds and large institutions have $153B invested in Chevron in 2013 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 664 increasing their positions, 720 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,783
Holders Change
+119
Holders Change %
+7.15%
% of All Funds
51.79%
Holding in Top 10
410
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-8.48%
% of All Funds
11.91%
New
200
Increased
664
Reduced
720
Closed
61
Calls
$1.39B
Puts
$1.3B
Net Calls
+$92.1M
Net Calls Change
+$336M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$908M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$251M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$221M
4
Capital International Investors
Capital International Investors
California
+$195M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$188M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.09B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$765M
3
Invesco
Invesco
Georgia
-$388M
4
Deutsche Bank
Deutsche Bank
Germany
-$368M
5
BA
BlackRock Advisors
Delaware
-$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOCB
826
Lombard Odier & Cie (Bahamas)
Bahamas
$4.62M +$4.62M +36,980 New
WIC
827
Woodmont Investment Counsel
Tennessee
$4.62M +$125K +999 +3%
EFS
828
Essex Financial Services
Connecticut
$4.61M -$159K -1,270 -3%
BRWA
829
B. Riley Wealth Advisors
Florida
$4.59M +$18.9K +151 +0.4%
GCA
830
Guardian Capital Advisors
Ontario, Canada
$4.58M +$76.8K +630 +2%
DMIC
831
Dixon Mitchell Investment Counsel
British Columbia, Canada
$4.57M +$452K +3,622 +11%
YIA
832
YHB Investment Advisors
Connecticut
$4.55M +$66.7K +534 +1%
CIA
833
Capital Investment Advisors
Georgia
$4.54M +$4.54M +36,376 New
TFF
834
Timothy F. Fidgeon
$4.54M +$132K +1,055 +3%
ALA
835
Atherton Lane Advisers
California
$4.54M -$66.7K -534 -1%
BCM
836
Breithorn Capital Management
New York
$4.53M +$33.3K +267 +0.7%
LC
837
Lilley & Co
Michigan
$4.49M +$97.3K +779 +2%
SFSIG
838
San Francisco Sentry Investment Group
California
$4.48M -$172K -1,379 -4%
MHIM
839
MacNealy Hoover Investment Management
Ohio
$4.46M +$4.46M +35,703 New
DLCIG
840
D.L. Carlson Investment Group
New Hampshire
$4.43M -$301K -2,412 -6%
OCM
841
Oakwood Capital Management
California
$4.42M -$67K -536 -1%
CI
842
Constellation Investments
Ohio
$4.41M +$300K +2,400 +7%
BIC
843
Beach Investment Counsel
Pennsylvania
$4.4M -$59.5K -476 -1%
RB
844
Rodgers Brothers
Pennsylvania
$4.38M +$84.3K +675 +2%
MA
845
Montag & Associates
Georgia
$4.38M +$99.3K +795 +2%
FNBTCON
846
First National Bank & Trust Co of Newtown
Pennsylvania
$4.37M -$77K -616 -2%
HCC
847
Hirtle Callaghan & Co
Pennsylvania
$4.37M – – –
DSC
848
Duncker Streett & Co
Missouri
$4.37M +$80.3K +643 +2%
EWA
849
EP Wealth Advisors
California
$4.37M +$312K +2,496 +8%
WPC
850
White Pine Capital
Minnesota
$4.35M -$769K -6,159 -15%
32 33
34
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