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Chevron
CVX

Overview Fund Activity

1,763 hedge funds and large institutions have $143B invested in Chevron in 2014 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 737 increasing their positions, 764 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,763
Holders Change
-20
Holders Change %
-1.12%
% of All Funds
50.95%
Holding in Top 10
357
Holding in Top 10 Change
-53
Holding in Top 10 Change %
-12.93%
% of All Funds
10.32%
New
76
Increased
737
Reduced
764
Closed
80
Calls
$1.73B
Puts
$1.17B
Net Calls
+$567M
Net Calls Change
+$475M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$409M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$369M
3
Franklin Resources
Franklin Resources
California
+$277M
4
AC
Alleghany Corporation
New York
+$238M
5
NFA
Nationwide Fund Advisors
Ohio
+$166M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$679M
2
Capital World Investors
Capital World Investors
California
-$669M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$490M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$454M
5
State Street
State Street
Massachusetts
-$408M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
1401
Jacobus Wealth Management
Wisconsin
$783K -$113K -954 -13%
SAM
1402
Symphony Asset Management
California
$776K -$260K -2,185 -25%
NAM
1403
Needelman Asset Management
California
$774K -$9.52K -80 -1%
ACS
1404
Archford Capital Strategies
Illinois
$771K +$771K +6,481 New
AAMU
1405
Amundi Asset Management US
Massachusetts
$768K -$84.9M -713,730 -99%
WCF
1406
West Coast Financial
California
$768K +$7.26K +61 +1%
QLMGAA
1407
QS Legg Mason Global Asset Allocation
New York
$765K -$149K -1,255 -16%
SCM
1408
SOL Capital Management
Maryland
$763K -$14.2K -119 -2%
MSFP
1409
Mark Sheptoff Financial Planning
Connecticut
$763K +$763K +6,414 New
PIA
1410
Peachtree Investment Advisors
Georgia
$761K +$951 +8 +0.1%
AW
1411
Alpha Windward
Massachusetts
$759K +$35.1K +295 +5%
ACA
1412
Anchor Capital Advisors
Massachusetts
$750K -$47.6K -400 -6%
WSC
1413
Wellington Shields & Co
New York
$750K +$61.3K +516 +9%
VCM
1414
Vigilant Capital Management
Maine
$746K +$15.6K +131 +2%
FBT
1415
Founders Bank & Trust
Michigan
$741K +$84.6K +711 +13%
PVH
1416
Psagot Value Holdings
Israel
$736K +$285K +2,400 +63%
MC
1417
Mathes Company
New York
$735K -$2.04M -17,158 -74%
WC
1418
Woodstock Corp
Massachusetts
$735K -$273K -2,300 -27%
ACP
1419
Aviance Capital Partners
Florida
$733K -$137K -1,155 -16%
BIM
1420
Baldwin Investment Management
Pennsylvania
$732K -$36.6K -308 -5%
UF
1421
Univest Financial
Pennsylvania
$724K -$28.1K -236 -4%
MFW
1422
Meristem Family Wealth
Minnesota
$722K -$137K -1,150 -16%
HHAA
1423
Henry H. Armstrong Associates
Pennsylvania
$721K -$95.1K -800 -12%
I2I
1424
Insight 2811 Inc
Illinois
$717K -$35.7K -300 -5%
SIM
1425
SSI Investment Management
California
$713K -$1.58M -13,300 -69%
55 56
57
58 59