CVX icon

Chevron
CVX

Overview Fund Activity

1,832 hedge funds and large institutions have $124B invested in Chevron in 2015 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 829 increasing their positions, 744 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,832
Holders Change
-26
Holders Change %
-1.4%
% of All Funds
48.87%
Holding in Top 10
175
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-16.67%
% of All Funds
4.67%
New
71
Increased
829
Reduced
744
Closed
75
Calls
$1.54B
Puts
$1.86B
Net Calls
-$315M
Net Calls Change
-$75.7M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$714M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$580M
3
BFA
BlackRock Fund Advisors
California
+$194M
4
Franklin Resources
Franklin Resources
California
+$180M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$175M

Top Sellers

1
BA
BlackRock Advisors
Delaware
-$375M
2
BTS
BB&T Securities
Virginia
-$366M
3
AIM
abrdn Investment Management
United Kingdom
-$270M
4
APG Asset Management
APG Asset Management
Netherlands
-$220M
5
State Street
State Street
Massachusetts
-$208M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWMG
1301
King Wealth Management Group
Florida
$1.1M -$139K -1,323 -11%
KL
1302
KWMG LLC
Kansas
$1.09M +$21.4K +197 +2%
EAM
1303
Evanson Asset Management
California
$1.09M +$43.5K +414 +4%
HI
1304
Hudock Inc
Pennsylvania
$1.07M -$194K -1,853 -15%
W
1305
Wealthquest
Ohio
$1.07M -$10.5K -100 -1%
CAG
1306
Crestwood Advisors Group
Massachusetts
$1.06M -$55.2K -526 -5%
EWM
1307
Endurance Wealth Management
Rhode Island
$1.06M – – –
AP
1308
Atwood & Palmer
Missouri
$1.06M – – –
NSIM
1309
North Star Investment Management
Illinois
$1.05M -$47.6K -454 -4%
HI
1310
Hendershot Investments
Virginia
$1.05M -$39.9K -380 -4%
CA
1311
Cornerstone Advisors
North Carolina
$1.05M – – –
FWM
1312
Frontier Wealth Management
Missouri
$1.05M -$1.11M -10,552 -51%
AIM
1313
Aspen Investment Management
Michigan
$1.05M +$19.9K +190 +2%
PTCG
1314
Pring Turner Capital Group
California
$1.04M -$73.5K -700 -7%
ODCM
1315
Old Dominion Capital Management
Virginia
$1.04M -$1.68K -16 -0.2%
PIM
1316
Parasol Investment Management
Illinois
$1.04M +$114K +1,085 +12%
DBT
1317
Dubuque Bank & Trust
Iowa
$1.04M +$164K +1,566 +19%
SMC
1318
Smith, Moore & Co
Missouri
$1.04M -$16.8K -160 -2%
IA
1319
IndexIQ Advisors
New York
$1.03M -$294K -2,802 -22%
FHC
1320
First Heartland Consultants
Missouri
$1.02M +$185K +1,764 +22%
WF
1321
WealthTrust Fairport
Ohio
$1.02M -$6.82K -65 -0.7%
HHGA
1322
Halbert Hargrove Global Advisors
California
$1.02M +$455K +4,332 +81%
DDC
1323
DF Dent & Co
Maryland
$1.02M -$45K -429 -4%
BC
1324
Barnett & Company
Tennessee
$1.01M +$698K +6,650 +224%
PAS
1325
Partnervest Advisory Services
California
$1.01M +$27.1K +258 +3%
51 52
53
54 55