CVX icon

Chevron
CVX

Overview Fund Activity

1,832 hedge funds and large institutions have $124B invested in Chevron in 2015 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 829 increasing their positions, 744 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,832
Holders Change
-26
Holders Change %
-1.4%
% of All Funds
48.87%
Holding in Top 10
175
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-16.67%
% of All Funds
4.67%
New
71
Increased
829
Reduced
744
Closed
75
Calls
$1.54B
Puts
$1.86B
Net Calls
-$315M
Net Calls Change
-$75.7M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$714M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$580M
3
BFA
BlackRock Fund Advisors
California
+$194M
4
Franklin Resources
Franklin Resources
California
+$180M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$175M

Top Sellers

1
BA
BlackRock Advisors
Delaware
-$375M
2
BTS
BB&T Securities
Virginia
-$366M
3
AIM
abrdn Investment Management
United Kingdom
-$270M
4
APG Asset Management
APG Asset Management
Netherlands
-$220M
5
State Street
State Street
Massachusetts
-$208M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cohen & Steers
1151
Cohen & Steers
New York
$1.68M +$54.6K +520 +3%
TSWM
1152
Triangle Securities Wealth Management
North Carolina
$1.68M +$9.98K +95 +0.6%
IR
1153
IAT Reinsurance
New York
$1.68M – – –
PG
1154
Portola Group
California
$1.68M +$210K +2,000 +14%
ATC
1155
Adirondack Trust Company
New York
$1.68M +$13.6K +130 +0.8%
JAM
1156
Jolley Asset Management
North Carolina
$1.67M +$69.5K +662 +4%
OC
1157
Oarsman Capital
Wisconsin
$1.66M +$33.3K +317 +2%
CA
1158
Capital Advantage
California
$1.66M -$3.15K -30 -0.2%
RC
1159
RBO & Co
California
$1.66M -$40.9K -390 -2%
LOAMS
1160
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.65M +$1.65M +15,648 New
CTA
1161
Colonial Trust Advisors
South Carolina
$1.65M +$245K +2,338 +17%
LAIC
1162
Lederer & Associates Investment Counsel
California
$1.65M +$45.1K +430 +3%
BSWMG
1163
Barrington Strategic Wealth Management Group
Illinois
$1.65M +$57.7K +550 +4%
ANBTV
1164
American National Bank & Trust (Virginia)
Virginia
$1.64M -$19.4K -185 -1%
CFA
1165
Carroll Financial Associates
North Carolina
$1.64M +$167K +1,594 +11%
BOS
1166
Bank of Stockton
California
$1.63M -$88.2K -840 -5%
BKA
1167
Brick & Kyle Associates
Pennsylvania
$1.63M +$10.5K +100 +0.6%
FCH
1168
Freestone Capital Holdings
Washington
$1.62M +$1.03M +9,840 +175%
PNAA
1169
Pictet North America Advisors
Switzerland
$1.62M – – –
RC
1170
Roundview Capital
New Jersey
$1.62M +$15.2K +145 +0.9%
WWM
1171
Willingdon Wealth Management
North Carolina
$1.61M -$497K -4,737 -24%
DBIA
1172
Dumont & Blake Investment Advisors
New Jersey
$1.61M +$21.2K +202 +1%
CNFG
1173
Creegan & Nassoura Financial Group
New Hampshire
$1.61M -$49.9K -475 -3%
MAP
1174
Managed Asset Portfolios
Michigan
$1.61M +$75.3K +717 +5%
QCM
1175
Quadrant Capital Management
New Jersey
$1.61M +$5.25K +50 +0.3%
45 46
47
48 49