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Chevron
CVX

Overview Fund Activity

1,858 hedge funds and large institutions have $134B invested in Chevron in 2014 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 773 increasing their positions, 727 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,858
Holders Change
+85
Holders Change %
+4.79%
% of All Funds
49.59%
Holding in Top 10
210
Holding in Top 10 Change
-84
Holding in Top 10 Change %
-28.57%
% of All Funds
5.6%
New
179
Increased
773
Reduced
727
Closed
78
Calls
$1.92B
Puts
$2.15B
Net Calls
-$240M
Net Calls Change
-$20.4M

Top Buyers

1
State Street
State Street
Massachusetts
+$737M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$439M
3
BFA
BlackRock Fund Advisors
California
+$288M
4
Dodge & Cox
Dodge & Cox
California
+$203M
5
Morgan Stanley
Morgan Stanley
New York
+$137M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$525M
2
Capital World Investors
Capital World Investors
California
-$474M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$460M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$404M
5
AC
Alleghany Corporation
New York
-$239M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
1126
Intersect Capital
California
$1.88M +$1.88M +16,718 New
EHWM
1127
Eads & Heald Wealth Management
Georgia
$1.87M +$135K +1,202 +8%
FAM
1128
Formidable Asset Management
Ohio
$1.87M +$217K +1,935 +13%
LA
1129
LVW Advisors
New York
$1.87M +$1.87M +16,670 New
MHS
1130
M Holdings Securities
Oregon
$1.87M +$942K +8,397 +102%
CCM
1131
Chickasaw Capital Management
Tennessee
$1.86M +$205K +1,825 +12%
PVWM
1132
Point View Wealth Management
New Jersey
$1.84M +$256K +2,285 +16%
BOS
1133
Bank of Stockton
California
$1.84M +$159K +1,420 +9%
RC
1134
RBO & Co
California
$1.82M – – –
ECM
1135
Ensemble Capital Management
California
$1.81M -$219K -1,950 -11%
CFN
1136
Cordasco Financial Network
Florida
$1.81M -$287K -2,562 -14%
SAM
1137
Sawgrass Asset Management
Florida
$1.81M -$15.7K -140 -0.9%
Jane Street
1138
Jane Street
New York
$1.81M +$427K +3,808 +31%
CHAM
1139
Clear Harbor Asset Management
Connecticut
$1.8M +$637K +5,680 +55%
BOCM
1140
Bontempo Ohly Capital Management
Maryland
$1.8M +$1.8M +16,040 New
IR
1141
IAT Reinsurance
New York
$1.8M +$1.8M +16,000 New
KTC
1142
Kistler-Tiffany Companies
Pennsylvania
$1.79M -$64.8K -578 -4%
SWM
1143
SVA Wealth Management
Wisconsin
$1.79M +$387K +3,451 +28%
TSWM
1144
Triangle Securities Wealth Management
North Carolina
$1.79M -$1.23K -11 -0.1%
DHFB
1145
Dixon Hubard Feinour & Brown
Virginia
$1.78M +$29.7K +265 +2%
CA
1146
Capital Advantage
California
$1.78M +$60.7K +541 +4%
ATC
1147
Adirondack Trust Company
New York
$1.78M +$25.2K +225 +1%
CNFG
1148
Creegan & Nassoura Financial Group
New Hampshire
$1.78M +$1.78M +15,830 New
PCTC
1149
Perkins Coie Trust Company
Washington
$1.77M -$787K -7,012 -31%
SHA
1150
Smith Hayes Advisers
Nebraska
$1.77M +$233K +2,082 +15%
44 45
46
47 48