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Chevron
CVX

Overview Fund Activity

2,010 hedge funds and large institutions have $129B invested in Chevron in 2017 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 795 increasing their positions, 887 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,010
Holders Change
+21
Holders Change %
+1.06%
% of All Funds
50.11%
Holding in Top 10
138
Holding in Top 10 Change
-115
Holding in Top 10 Change %
-45.45%
% of All Funds
3.44%
New
115
Increased
795
Reduced
887
Closed
74
Calls
$1.49B
Puts
$2.07B
Net Calls
-$575M
Net Calls Change
+$451M

Top Buyers

1
BlackRock
BlackRock
New York
+$12.7B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$497M
3
UBS Group
UBS Group
Switzerland
+$285M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$198M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$195M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$963M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$780M
3
O
OppenheimerFunds
New York
-$352M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$302M
5
Lazard Asset Management
Lazard Asset Management
New York
-$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMLI
1401
Fukoku Mutual Life Insurance
Japan
$1.04M +$21.5K +200 +2%
ECM
1402
Evergreen Capital Management
Washington
$1.03M -$224K -2,085 -18%
DW
1403
Domani Wealth
Pennsylvania
$1.03M -$36.4K -339 -3%
Kovitz Investment Group Partners
1404
Kovitz Investment Group Partners
Illinois
$1.03M -$55K -512 -5%
SJIM
1405
St. Johns Investment Management
Florida
$1.03M +$9.77K +91 +1%
BFM
1406
Boothbay Fund Management
New York
$1.03M +$206K +1,918 +25%
WPW
1407
Waldron Private Wealth
Pennsylvania
$1.03M +$188K +1,775 +22%
EAM
1408
Evanson Asset Management
California
$1.02M +$4.72K +44 +0.5%
FPS
1409
Fieldpoint Private Securities
Connecticut
$1.02M +$1.02M +9,449 New
PWAG
1410
Polaris Wealth Advisory Group
California
$1.01M +$32.2K +300 +3%
Members Trust
1411
Members Trust
Florida
$1.01M +$1.01M +9,377 New
SCM
1412
Salem Capital Management
Massachusetts
$1M -$64.4K -600 -6%
BONST
1413
Bank of Nova Scotia Trust
Ontario, Canada
$1M +$149K +1,385 +17%
ECM
1414
Ensemble Capital Management
California
$1M -$255K -2,376 -20%
CA
1415
Cambridge Advisors
Nebraska
$996K -$26.3K -245 -3%
CA
1416
Continuum Advisory
Idaho
$991K +$991K +9,232 New
RVM
1417
Robinson Value Management
Texas
$981K -$58.1K -541 -6%
MFW
1418
Mosaic Family Wealth
Missouri
$980K +$2.36K +22 +0.2%
JAFL
1419
Jay A. Fishman Ltd
Michigan
$978K – – –
WF
1420
WealthTrust Fairport
Ohio
$976K +$16K +149 +2%
AIM
1421
Aspen Investment Management
Michigan
$967K – – –
BA
1422
Bristlecone Advisors
Washington
$965K -$3.01K -28 -0.3%
SFG
1423
StrategIQ Financial Group
Indiana
$964K +$54.8K +510 +6%
NWP
1424
Northstar Wealth Partners
Connecticut
$964K +$964K +8,876 New
PAM
1425
PT Asset Management
Illinois
$959K +$959K +8,930 New
55 56
57
58 59