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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 %
SA
1351
Strategic Advisors
New York
$622K -$97.3K -1,233 -14%
CSMF
1352
Charles Stewart Mott Foundation
Michigan
$621K +$621K +7,871 New
SL
1353
Summitry LLC
California
$618K +$50.2K +637 +9%
IAS
1354
IMA Advisory Services
Colorado
$617K -$1.65K -21 -0.3%
BWAM
1355
Boyd Watterson Asset Management
Ohio
$616K +$94K +1,192 +18%
AP
1356
Atwood & Palmer
Missouri
$614K -$186K -2,364 -23%
TBA
1357
Train Babcock Advisors
New York
$610K -$15.8K -200 -3%
FAM
1358
Foothills Asset Management
Arizona
$610K -$7.96K -101 -1%
EWMCB
1359
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$605K +$116K +1,468 +24%
PWMAG
1360
Pinnacle Wealth Management Advisory Group
New Jersey
$602K -$48.1K -609 -7%
H
1361
Hexavest
Quebec, Canada
$599K – – –
Cohen & Steers
1362
Cohen & Steers
New York
$593K -$244K -3,100 -29%
NEPWA
1363
New England Private Wealth Advisors
Massachusetts
$588K -$189K -2,389 -24%
AWA
1364
ARS Wealth Advisors
Florida
$588K -$10.8K -137 -2%
JPTCCM
1365
J.P. Turner & Co Capital Management
Georgia
$588K -$5.32K -67 -0.9%
CAM
1366
CMT Asset Management
Illinois
$588K +$588K +7,455 New
EWM
1367
Elite Wealth Management
Washington
$585K +$277K +3,515 +90%
OA
1368
Outfitter Advisors
Virginia
$584K -$149K -1,890 -20%
PCA
1369
Peddock Capital Advisors
Massachusetts
$583K -$159K -2,018 -21%
CHJWM
1370
Carlton Hofferkamp & Jenks Wealth Management
Texas
$583K +$42.6K +541 +8%
AIM
1371
Avity Investment Management
Connecticut
$583K +$98.1K +1,098 +20%
LBC
1372
Lawrence B. Cohen
$581K – – –
FLPIM
1373
F.L. Putnam Investment Management
Massachusetts
$581K +$5.13K +65 +0.9%
FNBSF
1374
First National Bank Sioux Falls
South Dakota
$579K – – –
HWA
1375
Heritage Wealth Advisors
Virginia
$579K +$3K +38 +0.5%
53 54
55
56 57