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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 %
BC
1351
Barnett & Company
Tennessee
$863K – – –
PDM
1352
Penn Davis McFarland
Texas
$863K – – –
BWM
1353
Bernicke Wealth Management
Wisconsin
$861K +$52.1K +546 +6%
VNA
1354
VNBTrust National Association
Virginia
$859K -$136K -1,425 -14%
BP
1355
Ballentine Partners
Massachusetts
$859K +$122K +1,278 +17%
FPCG
1356
Fort Pitt Capital Group
Pennsylvania
$858K +$4.39K +46 +0.5%
NPA
1357
Nichols & Pratt Advisers
Massachusetts
$852K -$67.1K -703 -7%
AIM
1358
Aspen Investment Management
Michigan
$851K – – –
KWMG
1359
King Wealth Management Group
Florida
$849K -$11.5K -120 -1%
1832 Asset Management
1360
1832 Asset Management
Ontario, Canada
$845K -$165K -1,385 -16%
LG
1361
LaFleur & Godfrey
Michigan
$844K +$43K +450 +5%
BT
1362
Beacon Trust
New Jersey
$843K -$22.4K -235 -3%
BC
1363
Banced Corp
Illinois
$837K -$21K -220 -2%
SFFS
1364
Stonehage Fleming Financial Services
Jersey
$835K +$818K +8,570 +4,683%
SBL
1365
Sargent Bickham Lagudis
Colorado
$834K +$834K +8,745 New
ZF
1366
Zhang Financial
Michigan
$831K +$199K +2,088 +32%
AI
1367
Atria Investments
North Carolina
$827K +$156K +1,635 +23%
FHC
1368
First Heartland Consultants
Missouri
$824K -$2.67K -28 -0.3%
PFA
1369
Paradigm Financial Advisors
Missouri
$824K +$213K +2,236 +35%
DCM
1370
Donaldson Capital Management
Indiana
$821K -$202K -2,119 -20%
DE
1371
Day & Ennis
Georgia
$821K -$9.16K -96 -1%
NPF
1372
Norris Perne & French
Michigan
$813K -$15.7K -164 -2%
NAM
1373
Needelman Asset Management
California
$810K +$13.8K +145 +2%
ADBIC
1374
A.D. Beadell Investment Counsel
Wisconsin
$809K -$235K -2,466 -23%
CC
1375
Cipher Capital
New York
$809K +$809K +8,477 New
53 54
55
56 57