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Chevron
CVX

Overview Fund Activity

1,773 hedge funds and large institutions have $144B invested in Chevron in 2014 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 710 increasing their positions, 767 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,773
Holders Change
-19
Holders Change %
-1.06%
% of All Funds
51.48%
Holding in Top 10
294
Holding in Top 10 Change
-105
Holding in Top 10 Change %
-26.32%
% of All Funds
8.54%
New
55
Increased
710
Reduced
767
Closed
57
Calls
$1.65B
Puts
$1.87B
Net Calls
-$219M
Net Calls Change
-$345M

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$372M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$284M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$257M
4
RFS
Rockefeller Financial Services
New York
+$140M
5
CS
Credit Suisse
Switzerland
+$139M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$1.77B
2
Bank of America
Bank of America
North Carolina
-$377M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$276M
4
First Eagle Investment Management
First Eagle Investment Management
New York
-$267M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$250M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMM
1026
Mendel Money Management
Illinois
$2.58M +$2.58M +21,592 New
GIA
1027
Guyasuta Investment Advisors
Pennsylvania
$2.57M +$47.7K +400 +2%
LCM
1028
Liberty Capital Management
Michigan
$2.57M -$17.9K -150 -0.7%
EAM
1029
EULAV Asset Management
Florida
$2.57M – – –
MCM
1030
Monarch Capital Management
Indiana
$2.56M +$2.98K +25 +0.1%
PI
1031
Pettee Investors
Connecticut
$2.56M -$23.9K -200 -0.9%
SSWM
1032
Smith Salley Wealth Management
North Carolina
$2.55M -$449K -3,763 -15%
Edgewood Management
1033
Edgewood Management
Connecticut
$2.54M – – –
SSI
1034
Scott & Selber Inc
Texas
$2.53M -$70K -587 -3%
TFA
1035
Transamerica Financial Advisors
Florida
$2.53M +$1.39M +11,611 +122%
AI
1036
Atria Investments
North Carolina
$2.52M +$76.7K +643 +3%
MRCM
1037
M&R Capital Management
New Jersey
$2.52M +$24.1K +202 +1%
MTC
1038
McDaniel Terry & Co
Texas
$2.51M -$10.6K -89 -0.4%
LMIM
1039
Lockheed Martin Investment Management
Maryland
$2.51M – – –
PH
1040
Pinnacle Holdings
Oklahoma
$2.5M +$357K +2,992 +17%
BBNB
1041
Baker Boyer National Bank
Washington
$2.5M -$121K -1,016 -5%
ABP
1042
Arthur B. Page
$2.5M +$44.1K +370 +2%
ST
1043
Somerset Trust
Pennsylvania
$2.49M +$10.9K +91 +0.4%
LPT
1044
Legacy Private Trust
Wisconsin
$2.49M -$341K -2,861 -12%
CIM
1045
Corda Investment Management
Texas
$2.49M +$156K +1,306 +7%
1GA
1046
1st Global Advisors
Texas
$2.48M -$65.1K -546 -3%
MHIC
1047
Marble Harbor Investment Counsel
Massachusetts
$2.46M -$23.9K -200 -1%
BHBT
1048
Burke & Herbert Bank & Trust
Virginia
$2.45M +$13.7K +115 +0.6%
BSW
1049
Buckingham Strategic Wealth
Missouri
$2.44M +$427K +3,582 +21%
ADBIC
1050
A.D. Beadell Investment Counsel
Wisconsin
$2.44M -$119 -1 -0%
40 41
42
43 44