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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 %
IAS
1376
IMA Advisory Services
Colorado
$1.04M +$13.7K +131 +1%
IC
1377
InterOcean Capital
Illinois
$1.04M -$77K -738 -7%
NSAM
1378
North Star Asset Management
Wisconsin
$1.04M -$10.4K -100 -1%
JMFC
1379
J.M. Forbes & Co
Massachusetts
$1.04M -$5.16K -50 -0.5%
FWM
1380
Focused Wealth Management
New York
$1.04M +$10.5K +101 +1%
SJIM
1381
St. Johns Investment Management
Florida
$1.03M +$29.3K +281 +3%
FIM
1382
Farmhouse Investment Management
California
$1.03M – – –
Members Trust
1383
Members Trust
Florida
$1.03M +$48.2K +462 +5%
CICI
1384
Capital Investment Counsel Inc
North Carolina
$1.03M -$5.22K -50 -0.5%
BFM
1385
Boothbay Fund Management
New York
$1.02M +$18.8K +180 +2%
FI
1386
FCM Investments
Texas
$1.01M -$250K -2,400 -20%
NAM
1387
Needelman Asset Management
California
$1.01M – – –
BWP
1388
Baldwin Wealth Partners
Massachusetts
$1.01M -$373K -3,575 -27%
TPWA
1389
TRUE Private Wealth Advisors
Oregon
$999K +$5K +48 +0.5%
FNBSF
1390
First National Bank Sioux Falls
South Dakota
$994K -$570K -5,463 -36%
EAM
1391
Evanson Asset Management
California
$992K -$834 -8 -0.1%
BW
1392
Bison Wealth
Georgia
$986K +$68.2K +654 +7%
VC
1393
Vicus Capital
Pennsylvania
$982K +$235K +2,257 +32%
AFM
1394
Abbot Financial Management
Massachusetts
$981K +$981K +9,405 New
TCM
1395
Traynor Capital Management
Pennsylvania
$980K +$18.1K +171 +2%
FPS
1396
Fieldpoint Private Securities
Connecticut
$975K -$10.3K -99 -1%
BONST
1397
Bank of Nova Scotia Trust
Ontario, Canada
$975K – – –
SCM
1398
Salem Capital Management
Massachusetts
$975K – – –
FWM
1399
Frontier Wealth Management
Missouri
$973K +$230K +2,200 +31%
CA
1400
Cambridge Advisors
Nebraska
$968K – – –
54 55
56
57 58