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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 %
SFU
1326
Stonehage Fleming (UK)
United Kingdom
$674K +$61.7K +780 +10%
KJHP
1327
K.J. Harrison & Partners
Ontario, Canada
$669K -$762K -9,650 -53%
ANB
1328
Amarillo National Bank
Texas
$662K -$45.9K -582 -6%
BWM
1329
Bernicke Wealth Management
Wisconsin
$662K -$3.63K -46 -0.5%
Koshinski Asset Management
1330
Koshinski Asset Management
Illinois
$662K +$75.9K +787 +13%
HI
1331
Hendershot Investments
Virginia
$661K -$107K -1,360 -14%
NAM
1332
Needelman Asset Management
California
$661K +$166K +2,100 +33%
PC
1333
Peavine Capital
Nevada
$656K -$158 -2 -0%
NPIT
1334
National Penn Investors Trust
Pennsylvania
$655K -$69.5K -880 -10%
GF
1335
Gerstein Fisher
New York
$648K -$126K -1,602 -16%
HAG
1336
HighPoint Advisor Group
Illinois
$645K -$683K -8,656 -51%
WFG
1337
Windsor Financial Group
Minnesota
$645K +$28.3K +358 +5%
HA
1338
Halsey Associates
Connecticut
$642K -$20K -253 -3%
WA
1339
Wheatland Advisors
Pennsylvania
$639K -$23.8K -302 -4%
HCP
1340
Holt Capital Partners
Texas
$639K – – –
First Eagle Investment Management
1341
First Eagle Investment Management
New York
$639K – – –
WCM
1342
Windsor Capital Management
Arizona
$635K -$396K -5,018 -38%
AIM
1343
Artemis Investment Management
United Kingdom
$631K -$1M -12,682 -61%
BOC
1344
Barbara Oil Co
Illinois
$631K – – –
EWM
1345
Empirical Wealth Management
Washington
$631K +$29.8K +378 +5%
TIA
1346
Tiemann Investment Advisors
California
$630K -$46.5K -590 -7%
SAMC
1347
Spectrum Asset Management (California)
California
$628K +$1.82K +23 +0.3%
WCBA
1348
Weaver C. Barksdale & Associates
Tennessee
$627K – – –
Financial Engines Advisors
1349
Financial Engines Advisors
California
$624K -$64.3K -815 -9%
BDF
1350
Balasa Dinverno & Foltz
$622K -$177K -2,239 -22%
52 53
54
55 56