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Chevron
CVX

Overview Fund Activity

1,842 hedge funds and large institutions have $111B invested in Chevron in 2016 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 890 increasing their positions, 684 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,842
Holders Change
+3
Holders Change %
+0.16%
% of All Funds
49.16%
Holding in Top 10
145
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+28.32%
% of All Funds
3.87%
New
93
Increased
890
Reduced
684
Closed
70
Calls
$2.04B
Puts
$2.34B
Net Calls
-$301M
Net Calls Change
+$482M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$366M
2
BA
BlackRock Advisors
Delaware
+$170M
3
Goldman Sachs
Goldman Sachs
New York
+$152M
4
AAMU
Amundi Asset Management US
Massachusetts
+$149M
5
Swiss National Bank
Swiss National Bank
Switzerland
+$135M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$986M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$516M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$405M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$332M
5
IC
Institutional Capital
Illinois
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
1326
LVW Advisors
New York
$909K -$49.7K -521 -5%
DAM
1327
Delta Asset Management
Tennessee
$909K +$763 +8 +0.1%
CII
1328
Capital International Inc
California
$908K -$3.41M -35,746 -79%
BW
1329
Bison Wealth
Georgia
$908K -$638K -6,684 -41%
CA
1330
Cambridge Advisors
Nebraska
$908K +$286 +3 +0%
AAS
1331
Annex Advisory Services
Wisconsin
$908K +$41.6K +436 +5%
SAS
1332
Spectrum Advisory Services
Georgia
$906K +$19.1K +200 +2%
SJIM
1333
St. Johns Investment Management
Florida
$894K +$41.1K +431 +5%
WF
1334
WealthTrust Fairport
Ohio
$891K -$23.8K -250 -3%
MFW
1335
Mosaic Family Wealth
Missouri
$890K +$68.9K +722 +8%
DLHL
1336
Donald L. Hagan LLC
Florida
$890K +$607K +6,368 +215%
TPWA
1337
TRUE Private Wealth Advisors
Oregon
$889K +$256K +2,687 +41%
CHJWM
1338
Carlton Hofferkamp & Jenks Wealth Management
Texas
$888K +$3.53K +37 +0.4%
PWAG
1339
Polaris Wealth Advisory Group
California
$885K -$299K -3,133 -25%
PMFA
1340
Plante Moran Financial Advisors
Michigan
$885K -$22.9K -240 -3%
PTCG
1341
Pring Turner Capital Group
California
$884K – – –
JAFL
1342
Jay A. Fishman Ltd
Michigan
$884K – – –
CAG
1343
Crestwood Advisors Group
Massachusetts
$883K +$12.3K +129 +1%
WSC
1344
Wellington Shields & Co
New York
$873K +$26.2K +274 +3%
SNBOSD
1345
Security National Bank of So Dak
Iowa
$873K +$71K +745 +9%
PCP
1346
Proficio Capital Partners
Massachusetts
$871K +$1.72K +18 +0.2%
FI
1347
FCM Investments
Texas
$868K +$773K +8,100 +810%
BWAM
1348
Boyd Watterson Asset Management
Ohio
$867K +$143K +1,502 +20%
CNAM
1349
Campbell Newman Asset Management
Wisconsin
$866K -$337K -3,534 -28%
DRD
1350
Dennis R. Delaney
$863K – – –
52 53
54
55 56