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Chevron
CVX

Overview Fund Activity

1,763 hedge funds and large institutions have $91.8B invested in Chevron in 2015 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 709 increasing their positions, 827 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,763
Holders Change
-81
Holders Change %
-4.39%
% of All Funds
49.27%
Holding in Top 10
80
Holding in Top 10 Change
-61
Holding in Top 10 Change %
-43.26%
% of All Funds
2.24%
New
55
Increased
709
Reduced
827
Closed
119
Calls
$1.69B
Puts
$1.74B
Net Calls
-$50.6M
Net Calls Change
+$396M

Top Buyers

1
IC
Institutional Capital
Illinois
+$561M
2
Bank of America
Bank of America
North Carolina
+$497M
3
Franklin Resources
Franklin Resources
California
+$423M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$422M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$382M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$847M
2
Morgan Stanley
Morgan Stanley
New York
-$197M
3
BG
BlackRock Group
United Kingdom
-$196M
4
ClearBridge Investments
ClearBridge Investments
New York
-$188M
5
Deutsche Bank
Deutsche Bank
Germany
-$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
1401
LBA Wealth Management
Florida
$545K +$16.9K +214 +3%
SIA
1402
Sit Investment Associates
Minnesota
$544K -$2.92M -37,050 -84%
SC
1403
Searle & Co
Connecticut
$543K +$31.6K +401 +6%
BWP
1404
BSW Wealth Partners
Colorado
$541K +$257K +3,252 +90%
ZAM
1405
Zevin Asset Management
Massachusetts
$538K – – –
KG
1406
Killen Group
Pennsylvania
$538K +$148K +1,875 +38%
AAC
1407
Asset Advisors Corp
Georgia
$537K – – –
VC
1408
Vicus Capital
Pennsylvania
$537K +$39K +494 +8%
AT
1409
Acadia Trust
Maine
$537K +$77.3K +981 +17%
DI
1410
Diligent Investors
California
$534K -$17.9K -200 -3%
IAMOG
1411
Investors Asset Management of Georgia
Georgia
$534K +$17.3K +220 +3%
PFA
1412
Paradigm Financial Advisors
Missouri
$534K +$62K +786 +13%
CIM
1413
CIM Investment Management
Pennsylvania
$532K – – –
ECM
1414
EagleClaw Capital Management
Massachusetts
$532K – – –
WSC
1415
Wellington Shields & Co
New York
$531K – – –
WA
1416
WealthTrust-Arizona
Arizona
$531K +$394 +5 +0.1%
IA
1417
IndexIQ Advisors
New York
$525K -$362K -4,598 -41%
FCFC
1418
First Commonwealth Financial Corp
Pennsylvania
$525K -$361K -4,579 -41%
CP
1419
Cinque Partners
California
$523K -$702K -8,897 -57%
HCM
1420
Hollencrest Capital Management
California
$523K -$155K -1,972 -23%
WPW
1421
Waldron Private Wealth
Pennsylvania
$522K +$195K +2,469 +59%
ACH
1422
ArrowMark Colorado Holdings
Colorado
$521K – – –
RVPG
1423
Relative Value Partners Group
$519K +$78.9K +1,000 +18%
TFF
1424
The Family Firm
Maryland
$516K +$1.03K +13 +0.2%
WDA
1425
Wendell David Associates
New Hampshire
$515K -$103K -1,300 -17%
55 56
57
58 59