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Chevron
CVX

Overview Fund Activity

1,783 hedge funds and large institutions have $153B invested in Chevron in 2013 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 664 increasing their positions, 720 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,783
Holders Change
+119
Holders Change %
+7.15%
% of All Funds
51.79%
Holding in Top 10
410
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-8.48%
% of All Funds
11.91%
New
200
Increased
664
Reduced
720
Closed
61
Calls
$1.39B
Puts
$1.3B
Net Calls
+$92.1M
Net Calls Change
+$336M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$908M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$251M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$221M
4
Capital International Investors
Capital International Investors
California
+$195M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$188M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.09B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$765M
3
Invesco
Invesco
Georgia
-$388M
4
Deutsche Bank
Deutsche Bank
Germany
-$368M
5
BA
BlackRock Advisors
Delaware
-$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECML
1226
Eagle Capital Management (Louisiana)
Louisiana
$1.6M +$1.6M +12,770 New
FSA
1227
Financial Sense Advisors
California
$1.58M -$109K -876 -6%
BWP
1228
Baldwin Wealth Partners
Massachusetts
$1.58M +$223K +1,785 +16%
CFA
1229
Carroll Financial Associates
North Carolina
$1.58M -$36K -288 -2%
SC
1230
Savant Capital
Illinois
$1.58M +$214K +1,713 +16%
DDC
1231
DF Dent & Co
Maryland
$1.58M -$37.5K -300 -2%
ODCM
1232
Old Dominion Capital Management
Virginia
$1.58M -$20.5K -164 -1%
SCM
1233
Sterneck Capital Management
Missouri
$1.57M -$37.5K -300 -2%
CICI
1234
Capital Investment Counsel Inc
North Carolina
$1.55M – – –
COI
1235
Connable Office Inc
Michigan
$1.54M -$7.12K -57 -0.5%
VNA
1236
VNBTrust National Association
Virginia
$1.54M -$282K -2,255 -15%
TCM
1237
Telos Capital Management
California
$1.54M +$1.25K +10 +0.1%
PVWM
1238
Point View Wealth Management
New Jersey
$1.54M +$1.54M +12,323 New
PTCG
1239
Pring Turner Capital Group
California
$1.52M +$1.52M +12,171 New
ACM
1240
Avalon Capital Management
California
$1.52M -$1.13K -9 -0.1%
ASN
1241
Advisory Services Network
Georgia
$1.52M -$10.2K -82 -0.7%
OIM
1242
Opus Investment Management
Massachusetts
$1.5M -$999K -8,000 -40%
CC
1243
Colrain Capital
Massachusetts
$1.5M – – –
LCP
1244
Legacy Capital Partners
Wisconsin
$1.49M -$106K -850 -7%
Fuller & Thaler Asset Management
1245
Fuller & Thaler Asset Management
California
$1.49M – – –
KFA
1246
Kelleher Financial Advisors
New York
$1.47M +$55.4K +444 +4%
WI
1247
WHV Investments
California
$1.47M -$2.96M -23,665 -67%
CWP
1248
Capital Wealth Planning
Florida
$1.47M -$3.21M -27,000 -69%
TT
1249
Tower Trust
Indiana
$1.45M -$149K -1,191 -9%
EAM
1250
Evanson Asset Management
California
$1.45M +$1.45M +11,636 New
48 49
50
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