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Chevron
CVX

Overview Fund Activity

1,977 hedge funds and large institutions have $126B invested in Chevron in 2017 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 849 increasing their positions, 831 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,977
Holders Change
-33
Holders Change %
-1.64%
% of All Funds
49.36%
Holding in Top 10
112
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-18.84%
% of All Funds
2.8%
New
66
Increased
849
Reduced
831
Closed
79
Calls
$1.26B
Puts
$2.11B
Net Calls
-$845M
Net Calls Change
-$270M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$409M
2
Capital World Investors
Capital World Investors
California
+$332M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$293M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$263M
5
BlackRock
BlackRock
New York
+$206M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$389M
2
CS
Credit Suisse
Switzerland
-$161M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$149M
4
CGT
Capital Guardian Trust
California
-$144M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
VanEck Associates
1001
VanEck Associates
New York
$2.48M +$258K +2,475 +12%
MTC
1002
McDaniel Terry & Co
Texas
$2.47M +$835 +8 +0%
BWM
1003
BerganKDV Wealth Management
Minnesota
$2.47M +$2.71K +26 +0.1%
BMC
1004
Beaton Management Company
Massachusetts
$2.46M +$2.46M +23,581 New
QT
1005
Quantbot Technologies
New York
$2.46M -$2.46M -23,551 -50%
CWM
1006
Concentric Wealth Management
California
$2.45M -$7.51K -72 -0.3%
MSAM
1007
Moloney Securities Asset Management
Missouri
$2.44M +$29.2K +280 +1%
PI
1008
Pettee Investors
Connecticut
$2.44M – – –
WG
1009
Winton Group
United Kingdom
$2.41M +$2.41M +23,105 New
BHIA
1010
Birch Hill Investment Advisors
Massachusetts
$2.41M -$10.4K -100 -0.4%
OCM
1011
One Capital Management
California
$2.41M +$121K +1,163 +5%
TCOO
1012
Trust Company of Oklahoma
Oklahoma
$2.41M -$23K -220 -0.9%
PWAP
1013
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.4M +$62K +594 +3%
MRCM
1014
M&R Capital Management
New Jersey
$2.38M -$23.6K -216 -1%
MJP
1015
Michael J. Puzo
$2.38M -$102K -976 -4%
ACM
1016
Adalta Capital Management
New York
$2.38M -$5.22K -50 -0.2%
BAS
1017
Brown Advisory Securities
Maryland
$2.38M +$110K +1,057 +5%
FLI
1018
Family Legacy Inc
South Carolina
$2.37M -$3.34K -32 -0.1%
CPA
1019
Capital Planning Advisors
California
$2.36M +$405K +3,885 +21%
NCM
1020
Neumann Capital Management
California
$2.36M -$157K -1,501 -6%
LI
1021
Longer Investments
Arkansas
$2.36M +$7.82K +75 +0.3%
DLCIG
1022
D.L. Carlson Investment Group
New Hampshire
$2.35M -$7.62K -73 -0.3%
MA
1023
Marshwinds Advisory
Georgia
$2.34M +$27.5K +264 +1%
MC
1024
Martin & Co
Tennessee
$2.32M -$1.69M -16,236 -42%
DDC
1025
Daniel Devine & Co
Florida
$2.32M -$230K -2,200 -9%
39 40
41
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