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Chevron
CVX

Overview Fund Activity

1,858 hedge funds and large institutions have $134B invested in Chevron in 2014 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 773 increasing their positions, 727 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,858
Holders Change
+85
Holders Change %
+4.79%
% of All Funds
49.59%
Holding in Top 10
210
Holding in Top 10 Change
-84
Holding in Top 10 Change %
-28.57%
% of All Funds
5.6%
New
179
Increased
773
Reduced
727
Closed
78
Calls
$1.92B
Puts
$2.15B
Net Calls
-$240M
Net Calls Change
-$20.4M

Top Buyers

1
State Street
State Street
Massachusetts
+$737M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$439M
3
BFA
BlackRock Fund Advisors
California
+$288M
4
Dodge & Cox
Dodge & Cox
California
+$203M
5
Morgan Stanley
Morgan Stanley
New York
+$137M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$525M
2
Capital World Investors
Capital World Investors
California
-$474M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$460M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$404M
5
AC
Alleghany Corporation
New York
-$239M
Name Holding Trade Value Shares
Change 		Shares
Change %
JAFL
1351
Jay A. Fishman Ltd
Michigan
$1.04M – – –
TIA
1352
Tiemann Investment Advisors
California
$1.04M -$20.2K -180 -2%
MCC
1353
Mid Continent Capital
Illinois
$1.04M -$50.5K -450 -5%
CA
1354
Cambridge Advisors
Nebraska
$1.03M +$1.03M +9,221 New
HT
1355
HighTower Trust
Texas
$1.03M +$225K +2,003 +28%
PWMAG
1356
Pinnacle Wealth Management Advisory Group
New Jersey
$1.03M +$1.03M +9,189 New
DAM
1357
Delta Asset Management
Tennessee
$1.02M -$6.17K -55 -0.6%
DC
1358
Deschaine & Company
Illinois
$1.02M +$1.02M +9,115 New
CNAM
1359
Campbell Newman Asset Management
Wisconsin
$1.02M – – –
BWM
1360
Bernicke Wealth Management
Wisconsin
$1.02M +$1.02M +9,055 New
DCM
1361
Dinsmore Capital Management
New Jersey
$1.01M +$1.01M +9,000 New
WRHAM
1362
W.R. Huff Asset Management
Florida
$1.01M +$1.01M +8,981 New
HSA
1363
HBK Sorce Advisory
Pennsylvania
$1.01M +$33.9K +302 +3%
BAM
1364
Burnham Asset Management
New York
$1M -$347K -3,093 -26%
PIM
1365
Parasol Investment Management
Illinois
$988K +$336K +2,995 +52%
ANB
1366
Amarillo National Bank
Texas
$987K -$537K -4,787 -35%
SCA
1367
Salient Capital Advisors
Texas
$987K -$301K -2,685 -23%
SFWA
1368
Summit Financial Wealth Advisors
Louisiana
$985K +$985K +8,777 New
IAS
1369
IMA Advisory Services
Colorado
$983K -$105K -940 -10%
HA
1370
Halsey Associates
Connecticut
$983K +$28.4K +253 +3%
PDM
1371
Penn Davis McFarland
Texas
$980K – – –
SAS
1372
Spectrum Advisory Services
Georgia
$976K – – –
CS
1373
Credential Securities
$974K +$80.1K +714 +9%
KJHP
1374
K.J. Harrison & Partners
Ontario, Canada
$965K +$965K +8,600 New
MAM
1375
Mizuho Asset Management
Japan
$962K -$4.48M -39,952 -82%
53 54
55
56 57