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Chevron
CVX

Overview Fund Activity

1,989 hedge funds and large institutions have $142B invested in Chevron in 2016 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 744 increasing their positions, 828 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,989
Holders Change
+118
Holders Change %
+6.31%
% of All Funds
49.8%
Holding in Top 10
253
Holding in Top 10 Change
+89
Holding in Top 10 Change %
+54.27%
% of All Funds
6.33%
New
207
Increased
744
Reduced
828
Closed
57
Calls
$2.33B
Puts
$3.36B
Net Calls
-$1.03B
Net Calls Change
-$1.52B

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$530M
2
Morgan Stanley
Morgan Stanley
New York
+$441M
3
State Street
State Street
Massachusetts
+$438M
4
Capital World Investors
Capital World Investors
California
+$363M
5
Asset Management One
Asset Management One
Japan
+$355M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$510M
2
MTB
Mizuho Trust & Banking
Japan
-$309M
3
CS
Credit Suisse
Switzerland
-$276M
4
Wells Fargo
Wells Fargo
California
-$248M
5
Deutsche Bank
Deutsche Bank
Germany
-$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
1226
Aldebaran Financial
$1.71M -$169K -1,434 -9%
WAM
1227
Wealthspire Advisors (Maryland)
Maryland
$1.71M -$150K -1,272 -8%
HPIA
1228
Hamilton Point Investment Advisors
North Carolina
$1.7M +$17.1K +145 +1%
TSWM
1229
Triangle Securities Wealth Management
North Carolina
$1.69M +$161K +1,370 +11%
TWM
1230
Torch Wealth Management
Ohio
$1.69M +$294K +2,500 +21%
WCM
1231
Wunderlich Capital Managemnt
Tennessee
$1.69M -$34.3K -291 -2%
CWM
1232
CMH Wealth Management
New Hampshire
$1.69M +$1.69M +14,470 New
GC
1233
Gratus Capital
Georgia
$1.69M -$20.4K -173 -1%
FMT
1234
First Mercantile Trust
Tennessee
$1.68M -$351K -2,986 -17%
SMC
1235
Smith, Moore & Co
Missouri
$1.67M -$11.3K -96 -0.7%
RCM
1236
Radnor Capital Management
Pennsylvania
$1.67M +$1.67M +14,187 New
CCWA
1237
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.67M +$189K +1,603 +13%
FI
1238
FCM Investments
Texas
$1.66M – – –
CAM
1239
Close Asset Management
United Kingdom
$1.66M +$1.66M +14,076 New
FIG
1240
FundX Investment Group
California
$1.64M – – –
BWP
1241
Baldwin Wealth Partners
Massachusetts
$1.64M +$49.4K +420 +3%
HAM
1242
Highstreet Asset Management
Ontario, Canada
$1.63M -$780K -6,631 -32%
VNIM
1243
Vaughan Nelson Investment Management
Texas
$1.63M – – –
EMG
1244
Ellington Management Group
Connecticut
$1.62M +$1.62M +13,800 New
LCM
1245
Liberty Capital Management
Michigan
$1.62M -$13.9K -120 -0.9%
MC
1246
Miles Capital
Iowa
$1.62M +$18.7K +159 +1%
WAS
1247
Winch Advisory Services
Wisconsin
$1.62M -$1.09M -9,261 -40%
BEAM
1248
Baker Ellis Asset Management
Washington
$1.62M -$24.6K -209 -1%
IH
1249
IFC Holdings
Florida
$1.61M -$609K -5,172 -27%
CIM
1250
CIM Investment Management
Pennsylvania
$1.61M +$19.4K +165 +1%
48 49
50
51 52