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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 %
RMSCM
1301
R.M. Sincerbeaux Capital Management
New York
$1.14M – – –
WCM
1302
Wunderlich Capital Managemnt
Tennessee
$1.14M +$1.78K +15 +0.2%
VAM
1303
Visium Asset Management
New York
$1.14M +$1.14M +9,572 New
NSAA
1304
Noroian Steven A & Associates
California
$1.14M – – –
IAS
1305
IMA Advisory Services
Colorado
$1.14M +$610K +5,130 +116%
BWAM
1306
Boyd Watterson Asset Management
Ohio
$1.13M -$983K -8,266 -46%
G
1307
GlobalBridge
Minnesota
$1.13M -$545K -4,583 -33%
OA
1308
Outfitter Advisors
Virginia
$1.13M -$89.2K -750 -7%
HPIA
1309
Hamilton Point Investment Advisors
North Carolina
$1.13M +$56.3K +473 +5%
AIS
1310
American Investment Services
Massachusetts
$1.12M +$1.12M +9,449 New
FFA
1311
Fragasso Financial Advisors
Pennsylvania
$1.12M +$13.2K +111 +1%
WF
1312
WealthTrust Fairport
Ohio
$1.12M -$8.09K -68 -0.7%
FWP
1313
FAS Wealth Partners
Kansas
$1.12M +$48.5K +408 +5%
BO
1314
BRR OpCo
Ohio
$1.11M +$16K +135 +1%
MIM
1315
Marco Investment Management
Georgia
$1.11M +$23.8K +200 +2%
ICM
1316
IronBridge Capital Management
Illinois
$1.1M – – –
PDM
1317
Penn Davis McFarland
Texas
$1.09M -$29.7K -250 -3%
AAS
1318
Annex Advisory Services
Wisconsin
$1.09M -$128K -1,073 -11%
LWI
1319
Long Wharf Investors
Massachusetts
$1.08M +$51.1K +430 +5%
EM
1320
Excalibur Management
Massachusetts
$1.08M +$498K +4,187 +86%
KWMG
1321
King Wealth Management Group
Florida
$1.06M -$4.83M -40,626 -82%
FNBSF
1322
First National Bank Sioux Falls
South Dakota
$1.06M -$98.2K -826 -8%
ACI
1323
Alpha Cubed Investments
California
$1.06M -$1.17M -9,836 -53%
HIM
1324
Harbour Investment Management
Washington
$1.05M +$56.2K +473 +6%
SNBOSD
1325
Security National Bank of So Dak
Iowa
$1.05M -$27.6K -232 -3%
51 52
53
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