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Chevron
CVX

Overview Fund Activity

1,989 hedge funds and large institutions have $142B invested in Chevron in 2016 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 744 increasing their positions, 828 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,989
Holders Change
+118
Holders Change %
+6.31%
% of All Funds
49.8%
Holding in Top 10
253
Holding in Top 10 Change
+89
Holding in Top 10 Change %
+54.27%
% of All Funds
6.33%
New
207
Increased
744
Reduced
828
Closed
57
Calls
$2.33B
Puts
$3.36B
Net Calls
-$1.03B
Net Calls Change
-$1.52B

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$530M
2
Morgan Stanley
Morgan Stanley
New York
+$441M
3
State Street
State Street
Massachusetts
+$438M
4
Capital World Investors
Capital World Investors
California
+$363M
5
Asset Management One
Asset Management One
Japan
+$355M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$510M
2
MTB
Mizuho Trust & Banking
Japan
-$309M
3
CS
Credit Suisse
Switzerland
-$276M
4
Wells Fargo
Wells Fargo
California
-$248M
5
Deutsche Bank
Deutsche Bank
Germany
-$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
MJRIC
901
Mogy Joel R Investment Counsel
California
$3.6M – – –
NC
902
Nicholas Company
Wisconsin
$3.6M -$1.34M -11,400 -27%
SCA
903
Stonebridge Capital Advisors
Minnesota
$3.6M +$55.2K +469 +2%
FIM
904
Frontier Investment Management
Texas
$3.59M +$1.74M +15,078 +93%
BFA
905
Benedict Financial Advisors
Georgia
$3.58M -$20.2K -172 -0.6%
DG
906
Davidson & Garrard
Virginia
$3.58M -$141K -1,199 -4%
BAAM
907
Baker Avenue Asset Management
California
$3.58M +$1M +8,528 +39%
WIC
908
Woodmont Investment Counsel
Tennessee
$3.57M -$111K -939 -3%
AAM
909
Auxier Asset Management
Oregon
$3.53M -$137K -1,165 -4%
CVSCT
910
C.V. Starr & Co Trust
New York
$3.53M – – –
AMG
911
Advisors Management Group
Wisconsin
$3.53M +$25.8K +219 +0.7%
CT
912
Coastline Trust
Rhode Island
$3.52M +$17.1K +145 +0.5%
SWM
913
Stockman Wealth Management
Montana
$3.52M -$290K -2,460 -8%
PBO
914
Peoples Bank (Ohio)
Ohio
$3.5M +$12.7K +108 +0.4%
GC
915
Grimes & Company
Massachusetts
$3.5M -$76.5K -650 -2%
CL
916
CPWM LLC
Washington
$3.5M -$168K -1,427 -5%
GIA
917
GHP Investment Advisors
Colorado
$3.49M +$116K +982 +3%
FG
918
Fiduciary Group
Georgia
$3.48M -$12.2K -104 -0.4%
KFS
919
Kurt F. Somerville
$3.47M -$88.2K -750 -2%
CCM
920
Coldstream Capital Management
Washington
$3.47M +$208K +1,770 +6%
BBI
921
Baxter Bros Inc
Connecticut
$3.47M -$400K -3,398 -10%
RWM
922
Rench Wealth Management
Texas
$3.45M +$124K +1,054 +4%
GRQ
923
Gardner Russo & Quinn
Pennsylvania
$3.44M -$747K -6,345 -18%
HC
924
Hourglass Capital
Texas
$3.43M -$924K -7,850 -21%
LPC
925
Loeb Partners Corp
New York
$3.43M +$465K +3,950 +16%
35 36
37
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