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Chevron
CVX

Overview Fund Activity

1,832 hedge funds and large institutions have $124B invested in Chevron in 2015 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 829 increasing their positions, 744 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,832
Holders Change
-26
Holders Change %
-1.4%
% of All Funds
48.87%
Holding in Top 10
175
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-16.67%
% of All Funds
4.67%
New
71
Increased
829
Reduced
744
Closed
75
Calls
$1.54B
Puts
$1.86B
Net Calls
-$315M
Net Calls Change
-$75.7M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$714M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$580M
3
BFA
BlackRock Fund Advisors
California
+$194M
4
Franklin Resources
Franklin Resources
California
+$180M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$175M

Top Sellers

1
BA
BlackRock Advisors
Delaware
-$375M
2
BTS
BB&T Securities
Virginia
-$366M
3
AIM
abrdn Investment Management
United Kingdom
-$270M
4
APG Asset Management
APG Asset Management
Netherlands
-$220M
5
State Street
State Street
Massachusetts
-$208M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
1401
Aviance Capital Partners
Florida
$775K -$13K -124 -2%
Aristotle Capital Management
1402
Aristotle Capital Management
California
$773K – – –
BP
1403
Ballentine Partners
Massachusetts
$772K -$13.5K -129 -2%
FAM
1404
Foothills Asset Management
Arizona
$772K +$245K +2,336 +47%
FNBSF
1405
First National Bank Sioux Falls
South Dakota
$770K – – –
ACM
1406
Avalon Capital Management
California
$765K – – –
HIC
1407
Holderness Investments Company
North Carolina
$764K – – –
SCM
1408
Salem Capital Management
Massachusetts
$761K – – –
BWM
1409
Bernicke Wealth Management
Wisconsin
$758K -$192K -1,832 -20%
HWA
1410
Heritage Wealth Advisors
Virginia
$754K +$15.5K +148 +2%
PIA
1411
Peachtree Investment Advisors
Georgia
$747K +$27.8K +265 +4%
FLPIM
1412
F.L. Putnam Investment Management
Massachusetts
$746K -$1.51M -14,370 -67%
ACM
1413
Apex Capital Management
Ohio
$745K +$210 +2 +0%
SFU
1414
Stonehage Fleming (UK)
United Kingdom
$745K +$273K +2,600 +58%
WFG
1415
Windsor Financial Group
Minnesota
$744K +$4.2K +40 +0.6%
VIA
1416
Vident Investment Advisory
Georgia
$743K -$1.03M -9,815 -58%
DLHL
1417
Donald L. Hagan LLC
Florida
$743K +$25.9K +247 +4%
WCBA
1418
Weaver C. Barksdale & Associates
Tennessee
$729K – – –
LWM
1419
LBA Wealth Management
Florida
$723K -$51.9K -495 -7%
ICOM
1420
Investment Counselors of Maryland
Maryland
$718K – – –
CWM
1421
Cabot Wealth Management
Massachusetts
$718K +$525 +5 +0.1%
AW
1422
Alpha Windward
Massachusetts
$717K +$66.8K +637 +10%
ZAM
1423
Zevin Asset Management
Massachusetts
$716K -$7.87K -75 -1%
TFF
1424
The Family Firm
Maryland
$715K +$420 +4 +0.1%
LG
1425
Laidlaw Group
New York
$713K -$72.4K -690 -9%
55 56
57
58 59