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Chevron
CVX

Overview Fund Activity

1,977 hedge funds and large institutions have $126B invested in Chevron in 2017 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 849 increasing their positions, 831 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,977
Holders Change
-33
Holders Change %
-1.64%
% of All Funds
49.36%
Holding in Top 10
112
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-18.84%
% of All Funds
2.8%
New
66
Increased
849
Reduced
831
Closed
79
Calls
$1.26B
Puts
$2.11B
Net Calls
-$845M
Net Calls Change
-$270M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$409M
2
Capital World Investors
Capital World Investors
California
+$332M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$293M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$263M
5
BlackRock
BlackRock
New York
+$206M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$389M
2
CS
Credit Suisse
Switzerland
-$161M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$149M
4
CGT
Capital Guardian Trust
California
-$144M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
1401
Bristlecone Advisors
Washington
$967K +$29.7K +285 +3%
CS
1402
Credential Securities
$966K +$69.7K +669 +8%
SBL
1403
Sargent Bickham Lagudis
Colorado
$963K -$58.9K -565 -6%
CAG
1404
Crestwood Advisors Group
Massachusetts
$963K -$15.3K -141 -2%
BCM
1405
Bienville Capital Management
New York
$963K +$274K +2,631 +40%
ZF
1406
Zhang Financial
Michigan
$959K +$170K +1,644 +22%
SFG
1407
StrategIQ Financial Group
Indiana
$958K +$21.1K +202 +2%
RVM
1408
Robinson Value Management
Texas
$957K +$4.38K +42 +0.5%
FHA
1409
Flagship Harbor Advisors
Massachusetts
$956K +$89.3K +865 +10%
WF
1410
WealthTrust Fairport
Ohio
$955K +$6.78K +65 +0.7%
OFS
1411
Orrstown Financial Services
Pennsylvania
$954K -$283K -2,713 -23%
PWAG
1412
Polaris Wealth Advisory Group
California
$954K -$31.6K -303 -3%
MFW
1413
Mosaic Family Wealth
Missouri
$954K +$2.4K +23 +0.3%
AIM
1414
Aspen Investment Management
Michigan
$953K +$13.6K +130 +1%
RFA
1415
Reilly Financial Advisors
California
$950K +$48.2K +462 +5%
FPCG
1416
Fort Pitt Capital Group
Pennsylvania
$947K +$16.8K +161 +2%
PAMG
1417
Patton Albertson Miller Group
Tennessee
$945K +$3.32K +30 +0.4%
DW
1418
Domani Wealth
Pennsylvania
$943K -$55.8K -535 -6%
OWP
1419
Obermeyer Wealth Partners
Colorado
$941K +$32.5K +311 +4%
WSC
1420
Wellington Shields & Co
New York
$929K +$2.4K +23 +0.3%
AA
1421
Apriem Advisors
California
$929K +$39.4K +378 +4%
PFA
1422
Paradigm Financial Advisors
Missouri
$922K -$9.18K -88 -1%
JAFL
1423
Jay A. Fishman Ltd
Michigan
$922K -$28.7K -275 -3%
ECM
1424
Ensemble Capital Management
California
$919K -$52.2K -500 -5%
RIA
1425
Regal Investment Advisors
Michigan
$919K +$64.4K +617 +8%
55 56
57
58 59