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Chevron
CVX

Overview Fund Activity

1,763 hedge funds and large institutions have $91.8B invested in Chevron in 2015 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 709 increasing their positions, 827 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,763
Holders Change
-81
Holders Change %
-4.39%
% of All Funds
49.27%
Holding in Top 10
80
Holding in Top 10 Change
-61
Holding in Top 10 Change %
-43.26%
% of All Funds
2.24%
New
55
Increased
709
Reduced
827
Closed
119
Calls
$1.69B
Puts
$1.74B
Net Calls
-$50.6M
Net Calls Change
+$396M

Top Buyers

1
IC
Institutional Capital
Illinois
+$561M
2
Bank of America
Bank of America
North Carolina
+$497M
3
Franklin Resources
Franklin Resources
California
+$423M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$422M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$382M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$847M
2
Morgan Stanley
Morgan Stanley
New York
-$197M
3
BG
BlackRock Group
United Kingdom
-$196M
4
ClearBridge Investments
ClearBridge Investments
New York
-$188M
5
Deutsche Bank
Deutsche Bank
Germany
-$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
CASB
1201
Cape Ann Savings Bank
Massachusetts
$986K – – –
SAM
1202
Selway Asset Management
$983K – – –
CNAM
1203
Campbell Newman Asset Management
Wisconsin
$981K – – –
MIM
1204
Miller Investment Management
Pennsylvania
$980K – – –
COI
1205
Connable Office Inc
Michigan
$980K +$16.8K +213 +2%
OWP
1206
Obermeyer Wealth Partners
Colorado
$979K -$6K -76 -0.6%
SNBOSCI
1207
Security National Bank of Sioux City Iowa
Iowa
$975K +$52.5K +666 +6%
B
1208
Bellecapital
Switzerland
$974K +$242K +3,065 +33%
DAC
1209
Dividend Assets Capital
South Carolina
$968K -$45.9K -582 -5%
WA
1210
Waverly Advisors
Alabama
$968K +$19.9K +252 +2%
KFA
1211
Kelleher Financial Advisors
New York
$966K -$11.8K -150 -1%
SCM
1212
Sterneck Capital Management
Missouri
$962K – – –
NSAM
1213
North Star Asset Management
Wisconsin
$960K +$59.2K +750 +7%
AAM
1214
Azzad Asset Management
Virginia
$956K +$146K +1,846 +18%
TRIM
1215
Thompson Rubinstein Investment Management
Oregon
$953K +$10.6K +135 +1%
HPIA
1216
Hamilton Point Investment Advisors
North Carolina
$949K +$47.3K +600 +5%
MC
1217
Miles Capital
Iowa
$944K -$51K -647 -5%
CI
1218
CAZ Investments
Texas
$944K +$16.3K +207 +2%
FFSOTS
1219
Fiduciary Financial Services of The Southwest
Texas
$939K -$1.73M -21,945 -65%
CHAM
1220
Clear Harbor Asset Management
Connecticut
$936K -$51.2K -650 -5%
CCM
1221
Chickasaw Capital Management
Tennessee
$935K -$438K -5,560 -32%
CC
1222
Colrain Capital
Massachusetts
$931K -$39.4K -500 -4%
KL
1223
KWMG LLC
Kansas
$930K +$61.8K +783 +7%
HL
1224
HeadInvest LLC
Maine
$924K -$14.4K -183 -2%
LPC
1225
Loeb Partners Corp
New York
$923K – – –
47 48
49
50 51