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Chevron
CVX

Overview Fund Activity

1,858 hedge funds and large institutions have $134B invested in Chevron in 2014 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 773 increasing their positions, 727 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,858
Holders Change
+85
Holders Change %
+4.79%
% of All Funds
49.59%
Holding in Top 10
210
Holding in Top 10 Change
-84
Holding in Top 10 Change %
-28.57%
% of All Funds
5.6%
New
179
Increased
773
Reduced
727
Closed
78
Calls
$1.92B
Puts
$2.15B
Net Calls
-$240M
Net Calls Change
-$20.4M

Top Buyers

1
State Street
State Street
Massachusetts
+$737M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$439M
3
BFA
BlackRock Fund Advisors
California
+$288M
4
Dodge & Cox
Dodge & Cox
California
+$203M
5
Morgan Stanley
Morgan Stanley
New York
+$137M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$525M
2
Capital World Investors
Capital World Investors
California
-$474M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$460M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$404M
5
AC
Alleghany Corporation
New York
-$239M
Name Holding Trade Value Shares
Change 		Shares
Change %
GHAM
1001
Gilman Hill Asset Management
Connecticut
$2.62M +$54.7K +488 +2%
LNC
1002
Lincoln National Corp
Pennsylvania
$2.62M +$471K +4,200 +22%
MKC
1003
M. Kraus & Co
Vermont
$2.61M -$9.98K -89 -0.4%
WC
1004
Whitnell & Co
Illinois
$2.6M +$22.5K +201 +0.9%
BONST
1005
Bank of Nova Scotia Trust
Ontario, Canada
$2.59M -$56.2K -501 -2%
TFA
1006
Transamerica Financial Advisors
Florida
$2.59M +$213K +1,897 +9%
ITIM
1007
Indiana Trust & Investment Management
Indiana
$2.58M +$116K +1,036 +5%
ATC
1008
Argent Trust Co
Tennessee
$2.58M +$2.58M +22,977 New
HW
1009
Hancock Whitney
Mississippi
$2.57M -$16M -142,438 -86%
GIA
1010
Guyasuta Investment Advisors
Pennsylvania
$2.56M +$137K +1,220 +6%
SSWM
1011
Smith Salley Wealth Management
North Carolina
$2.54M +$140K +1,251 +6%
SAM
1012
Shamrock Asset Management
Texas
$2.53M -$160K -1,428 -6%
AI
1013
Atria Investments
North Carolina
$2.53M +$167K +1,491 +7%
AF
1014
Allworth Financial
California
$2.5M +$71.9K +641 +3%
CPA
1015
Capital Planning Advisors
California
$2.5M +$2.5M +22,241 New
MA
1016
Marshwinds Advisory
Georgia
$2.49M +$14.4K +128 +0.6%
ANRIA
1017
American National Registered Investment Advisor
Texas
$2.49M -$12.6K -112 -0.5%
NFG
1018
NewFocus Financial Group
Washington
$2.49M -$30.8K -275 -1%
PCM
1019
Palisade Capital Management
New Jersey
$2.49M +$393K +3,500 +19%
IAM
1020
Integre Asset Management
New York
$2.48M -$11.4K -102 -0.5%
CAM
1021
Congress Asset Management
Massachusetts
$2.47M +$292K +2,599 +13%
MFIMFI
1022
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.47M +$710K +6,328 +40%
BC
1023
Blackhill Capital
New Jersey
$2.47M – – –
TF
1024
Tompkins Financial
New York
$2.46M -$1.21M -10,808 -33%
SCA
1025
Sippican Capital Advisors
Massachusetts
$2.45M -$14K -125 -0.6%
39 40
41
42 43