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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 %
HL
1226
HeadInvest LLC
Maine
$1.45M -$326K -2,740 -18%
TRIM
1227
Thompson Rubinstein Investment Management
Oregon
$1.45M -$264K -2,216 -15%
BT
1228
Bankers Trust
Iowa
$1.43M -$635K -5,337 -31%
BWP
1229
Baldwin Wealth Partners
Massachusetts
$1.43M -$76.7K -645 -5%
ACM
1230
Advisors Capital Management
New Jersey
$1.43M +$110K +925 +8%
CC
1231
Colrain Capital
Massachusetts
$1.43M – – –
PWM
1232
ParenteBeard Wealth Management
Pennsylvania
$1.43M -$886K -7,453 -38%
AB
1233
Atlas Brown
Kentucky
$1.42M -$181K -1,521 -11%
AT
1234
Arvest Trust
Oklahoma
$1.42M -$12.8K -102 -0.9%
VF
1235
Virtu Financial
New York
$1.42M +$1.42M +11,906 New
DDC
1236
DF Dent & Co
Maryland
$1.41M -$86.7K -729 -6%
CCM
1237
CrestPoint Capital Management
Missouri
$1.41M -$307K -2,580 -18%
KFA
1238
Kelleher Financial Advisors
New York
$1.4M – – –
DAS
1239
Dynamic Advisor Solutions
Arizona
$1.4M +$94.2K +792 +7%
LPC
1240
Loeb Partners Corp
New York
$1.39M -$213K -1,792 -13%
NSAM
1241
North Star Asset Management
Wisconsin
$1.39M +$24.5K +206 +2%
LIC
1242
Lodestar Investment Counsel
Illinois
$1.39M +$198K +1,662 +17%
SSA
1243
South Street Advisors
New York
$1.38M -$6.65M -55,950 -83%
TT
1244
Tower Trust
Indiana
$1.38M -$1.78K -15 -0.1%
LCP
1245
Legacy Capital Partners
Wisconsin
$1.37M -$49.6K -417 -3%
BDF
1246
Balasa Dinverno & Foltz
$1.37M +$12.2K +103 +0.9%
EAM
1247
Evanson Asset Management
California
$1.37M -$19K -160 -1%
SWM
1248
SVA Wealth Management
Wisconsin
$1.36M +$210K +1,766 +18%
CAM
1249
Centre Asset Management
New York
$1.36M -$442K -3,720 -25%
VNA
1250
VNBTrust National Association
Virginia
$1.35M -$118K -995 -8%
48 49
50
51 52