CVX icon

Chevron
CVX

Overview Fund Activity

1,839 hedge funds and large institutions have $106B invested in Chevron in 2015 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 640 increasing their positions, 870 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,839
Holders Change
+76
Holders Change %
+4.31%
% of All Funds
48.29%
Holding in Top 10
113
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+41.25%
% of All Funds
2.97%
New
166
Increased
640
Reduced
870
Closed
66
Calls
$1.84B
Puts
$2.62B
Net Calls
-$783M
Net Calls Change
-$733M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$645M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$346M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$336M
4
State Street
State Street
Massachusetts
+$331M
5
Ameriprise
Ameriprise
Minnesota
+$301M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$344M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$323M
3
AAM
Aberdeen Asset Management
United Kingdom
-$316M
4
Franklin Resources
Franklin Resources
California
-$241M
5
SG Americas Securities
SG Americas Securities
New York
-$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
1226
Sterneck Capital Management
Missouri
$1.11M +$10.8K +120 +1%
CFA
1227
CT Financial Advisors
Pennsylvania
$1.11M -$66.5K -739 -6%
MIM
1228
Marco Investment Management
Georgia
$1.11M -$162K -1,801 -13%
BWP
1229
Baldwin Wealth Partners
Massachusetts
$1.11M -$119K -1,320 -10%
CPA
1230
Capital Planning Advisors
California
$1.1M +$108K +1,200 +11%
KFA
1231
Kelleher Financial Advisors
New York
$1.1M – – –
PAIA
1232
Park Avenue Institutional Advisers
New York
$1.1M -$29.4K -327 -3%
TRIM
1233
Thompson Rubinstein Investment Management
Oregon
$1.09M – – –
AP
1234
Appleton Partners
Massachusetts
$1.08M -$292K -3,248 -21%
DAS
1235
Dynamic Advisor Solutions
Arizona
$1.08M +$246K +2,735 +30%
FFSOTS
1236
Fiduciary Financial Services of The Southwest
Texas
$1.07M – – –
NB
1237
Nicolet Bankshares
Wisconsin
$1.07M +$1.07M +12,378 New
CCM
1238
Canal Capital Management
Virginia
$1.07M -$74.5K -828 -7%
MC
1239
Miles Capital
Iowa
$1.07M -$9.9K -110 -0.9%
CHAM
1240
Clear Harbor Asset Management
Connecticut
$1.07M -$900 -10 -0.1%
CCM
1241
Chickasaw Capital Management
Tennessee
$1.07M – – –
CI
1242
CAZ Investments
Texas
$1.06M -$20.7K -230 -2%
TWM
1243
Torch Wealth Management
Ohio
$1.05M -$238K -2,650 -18%
ECM
1244
Evergreen Capital Management
Washington
$1.05M -$335K -3,725 -24%
CG
1245
Colony Group
Massachusetts
$1.05M -$127K -1,416 -11%
LJHT
1246
Laurie J. Hall Trustee
$1.04M -$209K -2,465 -17%
CAI
1247
Capital Advisors Inc
Oklahoma
$1.03M +$56K +622 +6%
JFA
1248
Johanson Financial Advisors
California
$1.03M +$1.03M +11,516 New
SNBOSCI
1249
Security National Bank of Sioux City Iowa
Iowa
$1.03M -$80.5K -895 -7%
SCM
1250
Stellar Capital Management
Arizona
$1.02M +$104K +1,154 +11%
48 49
50
51 52