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Chevron
CVX

Overview Fund Activity

1,977 hedge funds and large institutions have $126B invested in Chevron in 2017 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 849 increasing their positions, 831 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,977
Holders Change
-33
Holders Change %
-1.64%
% of All Funds
49.36%
Holding in Top 10
112
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-18.84%
% of All Funds
2.8%
New
66
Increased
849
Reduced
831
Closed
79
Calls
$1.26B
Puts
$2.11B
Net Calls
-$845M
Net Calls Change
-$270M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$409M
2
Capital World Investors
Capital World Investors
California
+$332M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$293M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$263M
5
BlackRock
BlackRock
New York
+$206M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$389M
2
CS
Credit Suisse
Switzerland
-$161M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$149M
4
CGT
Capital Guardian Trust
California
-$144M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCP
1201
Seizert Capital Partners
Michigan
$1.59M -$1.77M -16,929 -53%
CIAS
1202
Capital Investment Advisory Services
North Carolina
$1.57M -$39K -374 -2%
IIC
1203
Ironwood Investment Counsel
Arizona
$1.57M -$39K -374 -2%
AWA
1204
ARS Wealth Advisors
Florida
$1.57M +$67.1K +643 +4%
TCMG
1205
TSP Capital Management Group
New Jersey
$1.57M -$1.61M – –
MWM
1206
Mission Wealth Management
California
$1.56M -$105K -1,004 -6%
TAM
1207
Todd Asset Management
Kentucky
$1.56M +$7.82K +75 +0.5%
BA
1208
Birinyi Associates
Connecticut
$1.55M +$10.4K +100 +0.7%
FBT
1209
First Bank & Trust
South Dakota
$1.55M +$442K +4,235 +40%
MPIA
1210
Mountain Pacific Investment Advisers
Idaho
$1.55M -$84.7K -812 -5%
BWL
1211
Bogart Wealth LLC
Virginia
$1.54M +$439K +4,211 +40%
BSWMG
1212
Barrington Strategic Wealth Management Group
Illinois
$1.54M -$82.7K -793 -5%
SNBOSCI
1213
Security National Bank of Sioux City Iowa
Iowa
$1.53M -$35.5K -340 -2%
CWM
1214
CMH Wealth Management
New Hampshire
$1.52M -$2.1K -20 -0.1%
BCB
1215
Brian C. Broderick
$1.51M – – –
CAAS
1216
Capital Asset Advisory Services
Michigan
$1.51M +$3.64K +35 +0.2%
SEIA
1217
Signature Estate & Investment Advisors
California
$1.51M +$85K +815 +6%
CG
1218
Caprock Group
Idaho
$1.51M +$360K +3,453 +31%
EFSCE
1219
Enterprise Financial Services Corp (EFSC)
Missouri
$1.5M -$189K -1,815 -11%
ID
1220
Integral Derivatives
New York
$1.5M +$1.5M +14,372 New
BKA
1221
Brick & Kyle Associates
Pennsylvania
$1.5M -$73.4K -704 -5%
NSIM
1222
North Star Investment Management
Illinois
$1.5M +$99.9K +957 +7%
GC
1223
Gratus Capital
Georgia
$1.5M +$209 +2 +0%
P
1224
Pitcairn
Pennsylvania
$1.49M -$219K -2,098 -13%
GBBWRPM
1225
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.49M -$58.3K -559 -4%
47 48
49
50 51