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Chevron
CVX

Overview Fund Activity

1,664 hedge funds and large institutions have $151B invested in Chevron in 2013 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 675 increasing their positions, 709 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,664
Holders Change
+12
Holders Change %
+0.73%
% of All Funds
53.97%
Holding in Top 10
448
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-3.86%
% of All Funds
14.53%
New
71
Increased
675
Reduced
709
Closed
44
Calls
$1.18B
Puts
$1.43B
Net Calls
-$244M
Net Calls Change
-$270M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$348M
2
Deutsche Bank
Deutsche Bank
Germany
+$233M
3
AIM
abrdn Investment Management
United Kingdom
+$227M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$219M
5
Ameriprise
Ameriprise
Minnesota
+$190M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$407M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$278M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$179M
4
Northern Trust
Northern Trust
Illinois
-$138M
5
Axa
Axa
France
-$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
1076
Appleton Partners
Massachusetts
$2.07M +$479K +3,942 +30%
AF
1077
Allworth Financial
California
$2.06M -$2.31K -19 -0.1%
Acadian Asset Management
1078
Acadian Asset Management
Massachusetts
$2.05M +$819K +6,744 +67%
RSVP
1079
Ramsay Stattman Vela & Price
Colorado
$2.05M – – –
AssetMark Inc
1080
AssetMark Inc
California
$2.05M +$2.05M +16,855 New
HP
1081
HT Partners
Connecticut
$2.05M -$1.41M -11,629 -41%
PFM
1082
PacWest Financial Management
Arizona
$2.05M +$23.7K +195 +1%
MIP
1083
Marietta Investment Partners
Wisconsin
$2.03M – – –
HL
1084
HeadInvest LLC
Maine
$2.02M -$170K -1,399 -8%
BAIA
1085
Bel Air Investment Advisors
California
$2.01M +$181K +1,489 +10%
CTI
1086
Community Trust & Investment
Kentucky
$2.01M -$177K -1,455 -8%
CCM
1087
Chickasaw Capital Management
Tennessee
$2.01M +$109K +900 +6%
CVM
1088
Cheviot Value Management
California
$2M -$79.6K -655 -4%
BEAM
1089
Baker Ellis Asset Management
Washington
$2M -$30.4K -250 -1%
SCA
1090
Salient Capital Advisors
Texas
$1.99M -$87.8K -723 -4%
BSW
1091
Buckingham Strategic Wealth
Missouri
$1.98M +$91.9K +756 +5%
DBIA
1092
Dumont & Blake Investment Advisors
New Jersey
$1.98M -$21.3K -175 -1%
BJL
1093
Brighton Jones LLC
Washington
$1.98M +$597K +4,918 +43%
CBU
1094
CIBC Bank USA
Illinois
$1.98M -$20.7M -170,490 -91%
EHWM
1095
Eads & Heald Wealth Management
Georgia
$1.97M -$138K -1,138 -7%
G
1096
GlobalBridge
Minnesota
$1.97M -$60.6K -499 -3%
PHS
1097
Pekin Hardy Strauss
Illinois
$1.97M -$60.7K -500 -3%
RC
1098
RBO & Co
California
$1.97M +$130K +1,066 +7%
SFT
1099
Simmons First Trust
Arkansas
$1.97M -$1.22K -10 -0.1%
BAM
1100
Berkshire Asset Management
Pennsylvania
$1.96M +$3.04K +25 +0.2%
42 43
44
45 46