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Chevron
CVX

Overview Fund Activity

1,664 hedge funds and large institutions have $151B invested in Chevron in 2013 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 675 increasing their positions, 709 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,664
Holders Change
+12
Holders Change %
+0.73%
% of All Funds
53.97%
Holding in Top 10
448
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-3.86%
% of All Funds
14.53%
New
71
Increased
675
Reduced
709
Closed
44
Calls
$1.18B
Puts
$1.43B
Net Calls
-$244M
Net Calls Change
-$270M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$4.79B
2
Deutsche Bank
Deutsche Bank
Germany
$1.51B
3
AIM
abrdn Investment Management
United Kingdom
$407M
4
Vanguard Group
Vanguard Group
Pennsylvania
$12.3B
5
Ameriprise
Ameriprise
Minnesota
$1.81B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$5.54B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.41B
3
Capital Research Global Investors
Capital Research Global Investors
California
$1.15B
4
Northern Trust
Northern Trust
Illinois
$3.73B
5
Axa
Axa
France
$201M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSA
1401
Willow Street Advisors
Florida
$603K +$162K +1,335 +37%
SBWIC
1402
Schaper Benz & Wise Investment Counsel
Wisconsin
$600K – – –
BB
1403
Bell Bank
North Dakota
$599K +$607 +5 +0.1%
AFC
1404
AFT Forsyth & Company
Florida
$595K – – –
IC
1405
IKOS CIF
Cyprus
$594K +$594K +4,759 New
WCM Investment Management
1406
WCM Investment Management
California
$590K -$444K -3,650 -43%
NC
1407
NewSquare Capital
Pennsylvania
$584K +$12K +99 +2%
FBT
1408
Founders Bank & Trust
Michigan
$584K +$37K +305 +7%
BCM
1409
BBT Capital Management
Texas
$582K -$36K -296 -6%
Carson Wealth (CWM LLC)
1410
Carson Wealth (CWM LLC)
Nebraska
$582K +$582K +4,793 New
FIAS
1411
FinTrust Investment Advisory Services
South Carolina
$581K -$80K -658 -12%
EM
1412
Excalibur Management
Massachusetts
$581K – – –
UBV
1413
United Bank (Virginia)
Virginia
$580K +$21.3K +175 +4%
NA
1414
NSB Advisors
New York
$577K – – –
CFSG
1415
Community Financial Services Group
Vermont
$575K -$27.3K -225 -5%
SC
1416
Saturna Capital
Washington
$572K – – –
HIM
1417
Hanlon Investment Management
New Jersey
$560K -$3.89K -32 -0.7%
TC
1418
Telemus Capital
Michigan
$556K +$556K +4,577 New
FM
1419
Family Management
New York
$554K – – –
JFA
1420
JNBA Financial Advisors
Minnesota
$554K +$35.2K +290 +7%
KG
1421
Killen Group
Pennsylvania
$553K – – –
SIG
1422
Sky Investment Group
Connecticut
$553K +$553K +4,554 New
HS
1423
Huntington Steele
Pennsylvania
$550K – – –
WCWM
1424
Wooster Corthell Wealth Management
Connecticut
$550K – – –
CC
1425
Capital Counsel
New York
$549K +$77.7K +640 +16%
55 56
57
58 59