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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 %
BC
1101
Burney Company
Virginia
$1.95M -$128K -1,226 -6%
PL
1102
Parthenon LLC
Kentucky
$1.95M -$31.3K -300 -2%
DAS
1103
Dynamic Advisor Solutions
Arizona
$1.94M +$136K +1,303 +8%
SAM
1104
Strategy Asset Managers
California
$1.94M +$880K +8,437 +83%
RA
1105
Rational Advisors
New York
$1.94M +$1.94M +18,600 New
SG
1106
Somerset Group
Minnesota
$1.93M – – –
CA
1107
Capital Advantage
California
$1.91M -$28.8K -276 -1%
NHC
1108
Nicholas Hoffman & Company
Georgia
$1.91M -$18.4K -176 -1%
BOS
1109
Bank of Stockton
California
$1.91M +$497K +4,766 +35%
WA
1110
WBH Advisory
Maryland
$1.91M -$61.2K -587 -3%
WIC
1111
Whitegate Investment Counselors
New Hampshire
$1.91M -$15.7K -150 -0.8%
RC
1112
Reik & Co
New York
$1.91M – – –
AW
1113
ACG Wealth
Georgia
$1.9M +$1.17M +26,427 +160%
BTIS
1114
BB&T Investment Services
North Carolina
$1.88M +$415K +3,950 +28%
HI
1115
Hudock Inc
Pennsylvania
$1.88M +$98.9K +948 +6%
PAS
1116
Partnervest Advisory Services
California
$1.87M +$56.7K +544 +3%
BIM
1117
Bridgecreek Investment Management
Oklahoma
$1.87M – – –
CTA
1118
Colonial Trust Advisors
South Carolina
$1.87M +$367K +3,522 +24%
MCM
1119
Monarch Capital Management
Indiana
$1.87M -$609K -5,833 -25%
RC
1120
Roundview Capital
New Jersey
$1.87M +$36.4K +349 +2%
RCAG
1121
Rehmann Capital Advisory Group
Michigan
$1.86M -$265K -2,537 -12%
BCFS
1122
Butensky & Cohen Financial Security
Florida
$1.86M +$41.2K +395 +2%
WA1
1123
Wimmer Associates 1
California
$1.86M +$147K +1,413 +9%
LDB
1124
Lee, Danner & Bass
Tennessee
$1.86M +$7.62K +73 +0.4%
WBG
1125
Wharton Business Group
Pennsylvania
$1.86M -$194K -1,862 -9%
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