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Chevron
CVX

Overview Fund Activity

1,763 hedge funds and large institutions have $143B invested in Chevron in 2014 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 737 increasing their positions, 764 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,763
Holders Change
-20
Holders Change %
-1.12%
% of All Funds
50.95%
Holding in Top 10
357
Holding in Top 10 Change
-53
Holding in Top 10 Change %
-12.93%
% of All Funds
10.32%
New
76
Increased
737
Reduced
764
Closed
80
Calls
$1.73B
Puts
$1.17B
Net Calls
+$567M
Net Calls Change
+$475M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$409M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$369M
3
Franklin Resources
Franklin Resources
California
+$277M
4
AC
Alleghany Corporation
New York
+$238M
5
NFA
Nationwide Fund Advisors
Ohio
+$166M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$679M
2
Capital World Investors
Capital World Investors
California
-$669M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$490M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$454M
5
State Street
State Street
Massachusetts
-$408M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSWM
1201
Triangle Securities Wealth Management
North Carolina
$1.57M -$272K -2,292 -15%
CASB
1202
Cape Ann Savings Bank
Massachusetts
$1.57M -$33.6K -283 -2%
SL
1203
Summitry LLC
California
$1.57M -$17.1M -144,506 -92%
ICAS
1204
Investors Capital Advisory Services
Massachusetts
$1.56M -$42.8K -360 -3%
RCAG
1205
Rehmann Capital Advisory Group
Michigan
$1.55M +$221K +1,861 +17%
PCMC
1206
Paragon Capital Management (Colorado)
Colorado
$1.55M – – –
CK
1207
Cohen Klingenstein
New York
$1.55M – – –
CCM
1208
Copeland Capital Management
Pennsylvania
$1.54M -$1.29M -10,841 -46%
MIM
1209
Miller Investment Management
Pennsylvania
$1.54M – – –
PAMG
1210
Patton Albertson Miller Group
Tennessee
$1.54M -$120K -1,006 -7%
HK
1211
Horizon Kinetics
New York
$1.53M -$4.88K -41 -0.3%
MGIA
1212
Moneta Group Investment Advisors
Missouri
$1.53M -$211K -1,775 -12%
PFBT
1213
Parkside Financial Bank & Trust
Missouri
$1.52M -$267K -2,248 -15%
PL
1214
Plancorp LLC
Missouri
$1.52M +$282K +2,372 +23%
HC
1215
Hendley & Co
Ohio
$1.51M -$47K -395 -3%
SCM
1216
Sterneck Capital Management
Missouri
$1.51M +$18.4K +155 +1%
SC
1217
Savant Capital
Illinois
$1.51M +$2.38K +20 +0.2%
ODCM
1218
Old Dominion Capital Management
Virginia
$1.5M -$4.28K -36 -0.3%
VIA
1219
Vantage Investment Advisors
Pennsylvania
$1.49M +$169K +1,423 +13%
SAM
1220
Selway Asset Management
$1.49M +$111K +937 +8%
FCFC
1221
First Commonwealth Financial Corp
Pennsylvania
$1.49M -$49.9K -420 -3%
COI
1222
Connable Office Inc
Michigan
$1.47M – – –
MIU
1223
Man Investments (UK)
United Kingdom
$1.47M +$1.47M +12,347 New
ZTNA
1224
Zions Trust National Association
Utah
$1.47M +$443K +3,730 +43%
EI
1225
Excelsia Inc
Georgia
$1.46M -$114K -960 -7%
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