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Chevron
CVX

Overview Fund Activity

1,871 hedge funds and large institutions have $122B invested in Chevron in 2016 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 777 increasing their positions, 783 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,871
Holders Change
-5
Holders Change %
-0.27%
% of All Funds
50%
Holding in Top 10
164
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-12.3%
% of All Funds
4.38%
New
71
Increased
777
Reduced
783
Closed
56
Calls
$2.95B
Puts
$2.46B
Net Calls
+$490M
Net Calls Change
+$686M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$736M
2
State Street
State Street
Massachusetts
+$458M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$342M
4
Bank of America
Bank of America
North Carolina
+$229M
5
Capital International Investors
Capital International Investors
California
+$228M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$704M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$380M
3
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
-$317M
4
GE
General Electric
Ohio
-$276M
5
Franklin Resources
Franklin Resources
California
-$258M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
976
Avior Wealth Management
Nebraska
$2.41M -$183K -1,784 -7%
PI
977
Pettee Investors
Connecticut
$2.41M – – –
BHIA
978
Birch Hill Investment Advisors
Massachusetts
$2.41M +$76.9K +747 +3%
MHS
979
M Holdings Securities
Oregon
$2.4M +$13.5K +131 +0.6%
SIC
980
Sigma Investment Counselors
Michigan
$2.39M +$41.2K +400 +2%
BWM
981
Braver Wealth Management
Massachusetts
$2.39M +$2.02M +19,608 +549%
MC
982
Middleton & Co
Massachusetts
$2.38M -$618K -6,005 -21%
PCTC
983
Perkins Coie Trust Company
Washington
$2.37M +$11.9K +116 +0.5%
WAS
984
Winch Advisory Services
Wisconsin
$2.37M +$2.21M +21,510 +1,415%
HT
985
HAP Trading
New York
$2.37M -$52.8M -512,788 -96%
RMCM
986
Reynders McVeigh Capital Management
Massachusetts
$2.37M -$145K -1,405 -6%
MFS
987
Monetta Financial Services
Illinois
$2.37M – – –
EAM
988
Exane Asset Management
France
$2.37M +$108K +1,052 +5%
DLCIG
989
D.L. Carlson Investment Group
New Hampshire
$2.36M -$415K -4,035 -15%
CIC
990
Carnegie Investment Counsel
Ohio
$2.35M -$360K -3,559 -13%
Wealth Enhancement Advisory Services
991
Wealth Enhancement Advisory Services
Minnesota
$2.35M +$2.35M +22,971 New
TBNY
992
Trustco Bank (New York)
New York
$2.34M -$20.6K -200 -0.9%
WSCM
993
Wellington Shields Capital Management
New York
$2.32M -$46.5K -452 -2%
MRCM
994
M&R Capital Management
New Jersey
$2.32M -$12.2K -119 -0.5%
WC
995
Whitnell & Co
Illinois
$2.32M -$10.2K -99 -0.4%
PWAP
996
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.31M – – –
SSWM
997
Sheets Smith Wealth Management
North Carolina
$2.31M +$15.2K +148 +0.7%
MA
998
Marshwinds Advisory
Georgia
$2.29M -$3.6K -35 -0.2%
CHC
999
City Holding Co
West Virginia
$2.28M +$264K +2,566 +13%
CWA
1000
Cypress Wealth Advisors
California
$2.27M +$30.3K +294 +1%
38 39
40
41 42