CVX icon

Chevron
CVX

Overview Fund Activity

1,876 hedge funds and large institutions have $126B invested in Chevron in 2016 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 764 increasing their positions, 797 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,876
Holders Change
+34
Holders Change %
+1.85%
% of All Funds
50.13%
Holding in Top 10
187
Holding in Top 10 Change
+42
Holding in Top 10 Change %
+28.97%
% of All Funds
5%
New
106
Increased
764
Reduced
797
Closed
52
Calls
$2.33B
Puts
$2.53B
Net Calls
-$196M
Net Calls Change
+$105M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$1.09B
2
Macquarie Group
Macquarie Group
Australia
+$715M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$296M
4
BFA
BlackRock Fund Advisors
California
+$208M
5
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
+$178M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$4.55B
2
Franklin Resources
Franklin Resources
California
-$552M
3
IC
Institutional Capital
Illinois
-$295M
4
BA
BlackRock Advisors
Delaware
-$207M
5
CCM
Causeway Capital Management
California
-$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
1001
Telos Capital Management
California
$2.38M -$99.1K -945 -4%
AF
1002
Allworth Financial
California
$2.38M -$54.3K -518 -2%
MRCM
1003
M&R Capital Management
New Jersey
$2.38M +$45.5K +434 +2%
WC
1004
Whitnell & Co
Illinois
$2.37M +$105 +1 +0%
BHIA
1005
Birch Hill Investment Advisors
Massachusetts
$2.37M +$42.2K +403 +2%
PWAP
1006
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.36M -$176K -1,679 -7%
MA
1007
Marshwinds Advisory
Georgia
$2.34M -$40.4K -385 -2%
SSWM
1008
Sheets Smith Wealth Management
North Carolina
$2.34M -$32.2K -307 -1%
MTC
1009
McDaniel Terry & Co
Texas
$2.33M +$5.98K +57 +0.3%
BAAM
1010
Baker Avenue Asset Management
California
$2.32M +$2.08M +19,794 +848%
DAM
1011
Doheny Asset Management
California
$2.31M -$93.3K -890 -4%
ST
1012
Sabal Trust
Florida
$2.31M -$25.8K -246 -1%
AJ
1013
Ashburton (Jersey)
Jersey
$2.3M +$136K +1,300 +6%
EAM
1014
Exane Asset Management
France
$2.3M +$457K +4,359 +25%
NEI
1015
Northwest & Ethical Investments
Ontario, Canada
$2.29M -$90.5K -863 -4%
FCM
1016
Forester Capital Management
Illinois
$2.29M +$38.8K +370 +2%
WP
1017
WealthSource Partners
California
$2.29M +$223K +2,125 +11%
BTNA
1018
Bremer Trust National Association
Minnesota
$2.29M +$3.98K +38 +0.2%
CWA
1019
Cypress Wealth Advisors
California
$2.28M +$5.45K +52 +0.2%
NCM
1020
Narwhal Capital Management
Georgia
$2.27M – – –
IC
1021
Intersect Capital
California
$2.27M +$315K +3,006 +16%
WOC
1022
West Oak Capital
California
$2.25M +$9.64K +92 +0.4%
ANRIA
1023
American National Registered Investment Advisor
Texas
$2.24M – – –
NA
1024
NewEdge Advisors
Louisiana
$2.24M +$1.75M +16,664 +363%
BWM
1025
BerganKDV Wealth Management
Minnesota
$2.23M +$369K +3,518 +20%
39 40
41
42 43