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Chevron
CVX

Overview Fund Activity

1,876 hedge funds and large institutions have $126B invested in Chevron in 2016 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 764 increasing their positions, 797 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,876
Holders Change
+34
Holders Change %
+1.85%
% of All Funds
50.13%
Holding in Top 10
187
Holding in Top 10 Change
+42
Holding in Top 10 Change %
+28.97%
% of All Funds
5%
New
106
Increased
764
Reduced
797
Closed
52
Calls
$2.33B
Puts
$2.53B
Net Calls
-$196M
Net Calls Change
+$105M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$1.09B
2
Macquarie Group
Macquarie Group
Australia
+$715M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$296M
4
BFA
BlackRock Fund Advisors
California
+$208M
5
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
+$178M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$4.55B
2
Franklin Resources
Franklin Resources
California
-$552M
3
IC
Institutional Capital
Illinois
-$295M
4
BA
BlackRock Advisors
Delaware
-$207M
5
CCM
Causeway Capital Management
California
-$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWA
1326
TRUE Private Wealth Advisors
Oregon
$982K +$5.77K +55 +0.6%
MFW
1327
Mosaic Family Wealth
Missouri
$980K +$1.68K +16 +0.2%
FI
1328
FCM Investments
Texas
$976K +$21.7K +207 +2%
BDF
1329
Balasa Dinverno & Foltz
$976K +$112K +1,065 +13%
PCP
1330
Proficio Capital Partners
Massachusetts
$975K +$45.1K +443 +5%
BA
1331
Bristlecone Advisors
Washington
$974K -$32.5K -310 -3%
EWM
1332
Endurance Wealth Management
Rhode Island
$974K -$15.7K -150 -2%
AAS
1333
Annex Advisory Services
Wisconsin
$969K -$28.8K -275 -3%
CAG
1334
Crestwood Advisors Group
Massachusetts
$968K -$2.73K -26 -0.3%
LG
1335
LaFleur & Godfrey
Michigan
$967K +$39.8K +380 +4%
SBL
1336
Sargent Bickham Lagudis
Colorado
$967K +$50K +477 +5%
PTCG
1337
Pring Turner Capital Group
California
$966K -$5.24K -50 -0.5%
AWA
1338
ARS Wealth Advisors
Florida
$966K +$153K +1,456 +19%
Members Trust
1339
Members Trust
Florida
$962K +$962K +9,180 New
WSC
1340
Wellington Shields & Co
New York
$961K +$2.41K +23 +0.3%
WCM
1341
Windsor Capital Management
Arizona
$958K +$98.9K +944 +12%
CNAM
1342
Campbell Newman Asset Management
Wisconsin
$951K – – –
PDM
1343
Penn Davis McFarland
Texas
$949K – – –
RIA
1344
Regal Investment Advisors
Michigan
$949K +$73.5K +701 +8%
BC
1345
Barnett & Company
Tennessee
$948K – – –
BWM
1346
Bernicke Wealth Management
Wisconsin
$945K -$943 -9 -0.1%
BP
1347
Ballentine Partners
Massachusetts
$945K -$315 -3 -0%
AIM
1348
Aspen Investment Management
Michigan
$944K +$4.19K +40 +0.4%
CCM
1349
Check Capital Management
California
$942K +$327K +3,125 +53%
CPO
1350
Cerity Partners OCIO
New York
$939K -$63.6K -615 -6%
52 53
54
55 56