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Chevron
CVX

Overview Fund Activity

1,839 hedge funds and large institutions have $106B invested in Chevron in 2015 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 640 increasing their positions, 870 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,839
Holders Change
+76
Holders Change %
+4.31%
% of All Funds
48.29%
Holding in Top 10
113
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+41.25%
% of All Funds
2.97%
New
166
Increased
640
Reduced
870
Closed
66
Calls
$1.84B
Puts
$2.62B
Net Calls
-$783M
Net Calls Change
-$733M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$645M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$346M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$336M
4
State Street
State Street
Massachusetts
+$331M
5
Ameriprise
Ameriprise
Minnesota
+$301M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$344M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$323M
3
AAM
Aberdeen Asset Management
United Kingdom
-$316M
4
Franklin Resources
Franklin Resources
California
-$241M
5
SG Americas Securities
SG Americas Securities
New York
-$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAS
1401
IMA Advisory Services
Colorado
$683K -$20.6K -231 -3%
H
1402
Hexavest
Quebec, Canada
$683K – – –
BWAM
1403
Boyd Watterson Asset Management
Ohio
$682K -$20.7K -230 -3%
KJHP
1404
K.J. Harrison & Partners
Ontario, Canada
$681K -$80.9K -900 -11%
WDA
1405
Wendell David Associates
New Hampshire
$681K +$94.5K +1,050 +16%
SIM
1406
Sonora Investment Management
Arizona
$678K +$32.7K +364 +5%
BCM
1407
Brookstone Capital Management
Illinois
$676K +$167K +1,856 +33%
PWMAG
1408
Pinnacle Wealth Management Advisory Group
New Jersey
$669K -$17.2K -191 -3%
WFG
1409
Windsor Financial Group
Minnesota
$667K -$68.4K -760 -9%
VCM
1410
Versant Capital Management
Arizona
$663K +$663K +7,375 New
AWA
1411
ARS Wealth Advisors
Florida
$662K -$8.01K -89 -1%
CCM
1412
Chilton Capital Management
Texas
$662K +$10.4K +116 +2%
IWC
1413
Integrated Wealth Counsel
California
$659K +$330K +3,900 +100%
WIA
1414
Westbourne Investment Advisors
Maryland
$652K +$16.6K +185 +3%
FNBSF
1415
First National Bank Sioux Falls
South Dakota
$650K -$10.4K -115 -2%
MBA
1416
McQueen Ball & Associates
Pennsylvania
$650K +$650K +7,223 New
SS
1417
Sunbelt Securities
Texas
$649K -$8.82K -98 -1%
HIC
1418
Holderness Investments Company
North Carolina
$649K +$7.37K +82 +1%
NAM
1419
North American Management
Massachusetts
$645K – – –
BAM
1420
Bruderman Asset Management
New York
$643K +$13.1K +146 +2%
NEPWA
1421
New England Private Wealth Advisors
Massachusetts
$642K -$28.3K -315 -4%
HWA
1422
Heritage Wealth Advisors
Virginia
$642K -$17K -189 -3%
OA
1423
Outfitter Advisors
Virginia
$639K -$27K -300 -4%
CRIG
1424
Charter Research & Investment Group
Connecticut
$638K +$324K +3,600 +103%
IAMOG
1425
Investors Asset Management of Georgia
Georgia
$630K +$20.3K +225 +3%
55 56
57
58 59