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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 %
SSWM
1226
Sheets Smith Wealth Management
North Carolina
$922K -$74.8K -948 -8%
NPA
1227
Nichols & Pratt Advisers
Massachusetts
$920K -$204K -2,591 -18%
WAM
1228
Weatherly Asset Management
California
$919K – – –
AAM
1229
Aston Asset Management
Illinois
$907K -$507K -6,430 -36%
DW
1230
Domani Wealth
Pennsylvania
$907K -$20.7K -262 -2%
Kayne Anderson Rudnick Investment Management
1231
Kayne Anderson Rudnick Investment Management
California
$907K +$582K +7,382 +179%
ASN
1232
Advisory Services Network
Georgia
$905K -$1.17M -14,868 -56%
SSA
1233
South Street Advisors
New York
$905K -$31.5K -400 -3%
NI
1234
Numeric Investors
Massachusetts
$891K +$891K +11,300 New
MWM
1235
Mission Wealth Management
California
$888K +$71.5K +906 +9%
GHA
1236
Garcia Hamilton & Associates
Texas
$887K -$16.5K -209 -2%
SCM
1237
Salem Capital Management
Massachusetts
$887K +$315K +4,000 +55%
CW
1238
Cabot-Wellington
Massachusetts
$884K – – –
PFS
1239
Prospera Financial Services
Texas
$884K +$76 +1 +0%
GAM
1240
Gemmer Asset Management
California
$884K +$234K +2,970 +36%
EPM
1241
Equitec Proprietary Markets
Illinois
$883K +$883K +11,200 New
PWAG
1242
Polaris Wealth Advisory Group
California
$881K +$635K +8,055 +259%
LA
1243
LVW Advisors
New York
$879K -$431K -5,464 -33%
KIG
1244
Kovitz Investment Group
Illinois
$879K -$49.7K -630 -5%
DBT
1245
Dubuque Bank & Trust
Iowa
$879K +$124K +1,577 +16%
MFIMFI
1246
Mesirow Financial Investment Management - Fixed Income
Illinois
$878K -$3.16K -40 -0.4%
CPA
1247
Capital Planning Advisors
California
$872K -$998K -12,656 -53%
FFA
1248
Fragasso Financial Advisors
Pennsylvania
$870K +$870K +11,038 New
BB
1249
Bell Bank
North Dakota
$869K +$46.2K +585 +6%
GLI
1250
Guardian Life Insurance
New York
$868K +$218K +2,764 +34%
48 49
50
51 52