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Chevron
CVX

Overview Fund Activity

1,977 hedge funds and large institutions have $126B invested in Chevron in 2017 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 849 increasing their positions, 831 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,977
Holders Change
-33
Holders Change %
-1.64%
% of All Funds
49.36%
Holding in Top 10
112
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-18.84%
% of All Funds
2.8%
New
66
Increased
849
Reduced
831
Closed
79
Calls
$1.26B
Puts
$2.11B
Net Calls
-$845M
Net Calls Change
-$270M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$409M
2
Capital World Investors
Capital World Investors
California
+$332M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$293M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$263M
5
BlackRock
BlackRock
New York
+$206M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$389M
2
CS
Credit Suisse
Switzerland
-$161M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$149M
4
CGT
Capital Guardian Trust
California
-$144M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWSG
1351
Pacific Wealth Strategies Group
California
$1.14M +$84.7K +812 +8%
GT
1352
Greenleaf Trust
Michigan
$1.13M -$217K -2,080 -16%
ACA
1353
Ackerman Capital Advisors
Texas
$1.13M +$1.13M +10,815 New
KIC
1354
Keating Investment Counselors
Florida
$1.13M -$6.26K -60 -0.6%
CCM
1355
Chickasaw Capital Management
Tennessee
$1.12M +$10.4K +100 +0.9%
FI
1356
FormulaFolio Investments
Michigan
$1.12M +$767K +7,349 +217%
EWM
1357
Empirical Wealth Management
Washington
$1.12M +$28.8K +276 +3%
BRM
1358
Boston Research & Management
Massachusetts
$1.12M – – –
CHAM
1359
Clear Harbor Asset Management
Connecticut
$1.11M – – –
JFA
1360
Johanson Financial Advisors
California
$1.11M -$213K -2,040 -16%
SWM
1361
Stockman Wealth Management
Montana
$1.11M -$2.08M -19,975 -65%
GAMC
1362
Garner Asset Management Corp
Texas
$1.11M +$1.11M +10,615 New
JIC
1363
Joel Isaacson & Co
New York
$1.11M – – –
B
1364
Bridgeworth
Alabama
$1.1M -$77.2K -748 -7%
CAI
1365
Capital Advisors Inc
Oklahoma
$1.1M – – –
WCF
1366
West Coast Financial
California
$1.1M -$210K -2,016 -16%
SNBOSD
1367
Security National Bank of So Dak
Iowa
$1.1M +$12K +115 +1%
PK
1368
Pflug Koory
Nebraska
$1.1M +$26K +249 +2%
FTC
1369
Farmers Trust Company
Ohio
$1.09M -$2.47M -23,702 -69%
TSS
1370
Two Sigma Securities
New York
$1.09M -$141K -1,352 -11%
FPFS
1371
First Personal Financial Services
North Carolina
$1.08M +$599K +5,738 +124%
BJL
1372
Brighton Jones LLC
Washington
$1.08M +$225K +2,156 +26%
NIM
1373
Nexus Investment Management
Ontario, Canada
$1.08M +$5.22K +50 +0.5%
GIM
1374
Greylin Investment Management
Virginia
$1.06M – – –
EAMA
1375
EFG Asset Management (Americas)
Florida
$1.05M – – –
53 54
55
56 57