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Chevron
CVX

Overview Fund Activity

2,233 hedge funds and large institutions have $154B invested in Chevron in 2018 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 930 increasing their positions, 937 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,233
Holders Change
-13
Holders Change %
-0.58%
% of All Funds
51.13%
Holding in Top 10
139
Holding in Top 10 Change
-77
Holding in Top 10 Change %
-35.65%
% of All Funds
3.18%
New
82
Increased
930
Reduced
937
Closed
75
Calls
$1.54B
Puts
$1.61B
Net Calls
-$68.2M
Net Calls Change
-$266M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.78B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$310M
3
Lazard Asset Management
Lazard Asset Management
New York
+$301M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$270M
5
Renaissance Technologies
Renaissance Technologies
New York
+$266M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.77B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$722M
3
BlackRock
BlackRock
New York
-$404M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$310M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$299M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHA
1076
Seneca House Advisors
Virginia
$2.7M +$163K +1,332 +6%
LA
1077
Legacy Advisors
Pennsylvania
$2.7M +$1.1M +8,978 +68%
BBI
1078
Baxter Bros Inc
Connecticut
$2.7M -$40.1K -328 -1%
EM
1079
Excalibur Management
Massachusetts
$2.69M -$31.2K -255 -1%
MTC
1080
McDaniel Terry & Co
Texas
$2.68M +$367 +3 +0%
KA
1081
Kovack Advisors
Florida
$2.66M +$215K +1,761 +9%
BCM
1082
Baltimore Capital Management
Maryland
$2.65M -$226K -1,851 -8%
MA
1083
Marshwinds Advisory
Georgia
$2.64M -$10.4K -85 -0.4%
RC
1084
Roundview Capital
New Jersey
$2.63M -$41.6K -340 -2%
APP
1085
Avantax Planning Partners
Iowa
$2.62M -$50K -409 -2%
ACM
1086
Adalta Capital Management
New York
$2.62M – – –
ST
1087
Sabal Trust
Florida
$2.62M – – –
SCP
1088
Syntal Capital Partners
Texas
$2.62M +$33.3K +272 +1%
CSS
1089
Cubist Systematic Strategies
Connecticut
$2.61M -$2.68M -21,883 -51%
IC
1090
Inverness Counsel
New York
$2.61M -$796K -6,507 -23%
MHS
1091
M Holdings Securities
Oregon
$2.61M +$45.5K +372 +2%
BRWM
1092
B. Riley Wealth Management
Tennessee
$2.6M +$2.6M +21,242 New
CCM
1093
Compton Capital Management
Rhode Island
$2.59M +$1.22K +10 +0%
NSIM
1094
North Star Investment Management
Illinois
$2.58M +$1.83K +15 +0.1%
NCM
1095
Neumann Capital Management
California
$2.58M -$39.7K -325 -2%
SMG
1096
Spectrum Management Group
Indiana
$2.57M -$58.7K -480 -2%
HWA
1097
Heritage Way Advisors
Illinois
$2.56M +$70.3K +575 +3%
FFWA
1098
FRG Family Wealth Advisors
Washington
$2.56M -$614K -5,025 -19%
CCG
1099
Cypress Capital Group
Florida
$2.55M -$84.9K -694 -3%
PL
1100
Perpetual Ltd
Australia
$2.55M -$159K -1,300 -6%
42 43
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