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Chevron
CVX

Overview Fund Activity

1,839 hedge funds and large institutions have $106B invested in Chevron in 2015 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 640 increasing their positions, 870 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,839
Holders Change
+76
Holders Change %
+4.31%
% of All Funds
48.29%
Holding in Top 10
113
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+41.25%
% of All Funds
2.97%
New
166
Increased
640
Reduced
870
Closed
66
Calls
$1.84B
Puts
$2.62B
Net Calls
-$783M
Net Calls Change
-$733M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$645M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$346M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$336M
4
State Street
State Street
Massachusetts
+$331M
5
Ameriprise
Ameriprise
Minnesota
+$301M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$344M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$323M
3
AAM
Aberdeen Asset Management
United Kingdom
-$316M
4
Franklin Resources
Franklin Resources
California
-$241M
5
SG Americas Securities
SG Americas Securities
New York
-$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
JAM
1126
Jolley Asset Management
North Carolina
$1.4M -$11.4K -127 -0.8%
LCP
1127
Legacy Capital Partners
Wisconsin
$1.4M +$80.8K +898 +6%
WA
1128
Waverly Advisors
Alabama
$1.39M +$285K +3,173 +26%
WAM
1129
Weatherly Asset Management
California
$1.39M +$337K +3,748 +32%
BKA
1130
Brick & Kyle Associates
Pennsylvania
$1.38M -$81K -900 -6%
Financial Engines Advisors
1131
Financial Engines Advisors
California
$1.38M +$669K +7,443 +94%
ACS
1132
Archford Capital Strategies
Illinois
$1.38M +$943K +8,809 +218%
RC
1133
Roundview Capital
New Jersey
$1.37M +$7.65K +85 +0.6%
CTA
1134
Colonial Trust Advisors
South Carolina
$1.37M +$16.6K +185 +1%
SAM
1135
Sawgrass Asset Management
Florida
$1.37M – – –
FM
1136
Forward Management
California
$1.36M -$134K -1,490 -9%
AA
1137
Ancora Advisors
Ohio
$1.36M +$914K +10,161 +207%
RSS
1138
Rosenblum Silverman Sutton
California
$1.35M -$343K -3,817 -20%
BSWMG
1139
Barrington Strategic Wealth Management Group
Illinois
$1.35M -$98.4K -1,094 -7%
PFS
1140
Prospera Financial Services
Texas
$1.35M +$308K +3,429 +30%
FNBOMD
1141
First National Bank of Mount Dora
Florida
$1.35M -$133K -1,480 -9%
HAIM
1142
Hunter Associates Investment Management
Pennsylvania
$1.35M – – –
WWM
1143
Willingdon Wealth Management
North Carolina
$1.35M +$52.4K +582 +4%
SCM
1144
Southport Capital Management
Tennessee
$1.34M +$28K +311 +2%
PCMK
1145
Paragon Capital Management (Kansas)
Kansas
$1.33M -$198K -2,205 -13%
VHAM
1146
Van Hulzen Asset Management
California
$1.33M +$160K +1,780 +14%
FCCM
1147
First City Capital Management
Georgia
$1.33M -$35.5K -395 -3%
ATC
1148
Adirondack Trust Company
New York
$1.33M -$31.5K -364 -2%
EM
1149
Excalibur Management
Massachusetts
$1.33M -$584K -6,495 -31%
SLF
1150
Sun Life Financial
Ontario, Canada
$1.33M -$429K -4,775 -24%
44 45
46
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