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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 %
SSIA
1201
Spero-Smith Investment Advisers
Ohio
$1.58M – – –
BEAM
1202
Baker Ellis Asset Management
Washington
$1.58M -$884K -7,885 -36%
NPA
1203
Nichols & Pratt Advisers
Massachusetts
$1.58M -$175K -1,561 -10%
LCP
1204
Legacy Capital Partners
Wisconsin
$1.57M +$169K +1,504 +12%
PG
1205
Portola Group
California
$1.57M +$1.57M +14,000 New
NPF
1206
Norris Perne & French
Michigan
$1.56M -$5.61K -50 -0.4%
IFB
1207
iAB Financial Bank
Indiana
$1.55M +$1.68K +15 +0.1%
HAG
1208
HighPoint Advisor Group
Illinois
$1.55M +$1.55M +13,954 New
IPC
1209
Independent Portfolio Consultants
Florida
$1.54M +$231K +2,056 +18%
BJL
1210
Brighton Jones LLC
Washington
$1.54M -$387K -3,453 -20%
CW
1211
Cabot-Wellington
Massachusetts
$1.54M – – –
DAC
1212
Dividend Assets Capital
South Carolina
$1.54M +$8.08K +72 +0.5%
NFG
1213
Next Financial Group
Texas
$1.53M -$1.18M -10,488 -44%
ACI
1214
Advance Capital I
Michigan
$1.53M +$1.53M +13,600 New
GWCM
1215
Godshalk Welsh Capital Management
Pennsylvania
$1.53M +$1.53M +13,597 New
HCM
1216
Herndon Capital Management
Georgia
$1.52M +$542K +4,830 +56%
CFA
1217
Carroll Financial Associates
North Carolina
$1.51M -$375K -3,465 -20%
CCS
1218
Crosspoint Capital Strategies
California
$1.51M +$1.11M +9,930 +279%
SCM
1219
Sterneck Capital Management
Missouri
$1.51M +$209K +1,860 +16%
RT
1220
Reliance Trust
Georgia
$1.5M +$55.4K +494 +4%
CTI
1221
Community Trust & Investment
Kentucky
$1.5M -$70.3K -627 -4%
HH
1222
Hilltop Holdings
Texas
$1.5M +$152K +1,359 +11%
CTA
1223
Colonial Trust Advisors
South Carolina
$1.5M -$278K -2,476 -16%
LH
1224
Lebenthal Holdings
New York
$1.5M +$1.5M +13,338 New
HK
1225
Horizon Kinetics
New York
$1.5M +$44K +392 +3%
47 48
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