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Chevron
CVX

Overview Fund Activity

1,763 hedge funds and large institutions have $143B invested in Chevron in 2014 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 737 increasing their positions, 764 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,763
Holders Change
-20
Holders Change %
-1.12%
% of All Funds
50.95%
Holding in Top 10
357
Holding in Top 10 Change
-53
Holding in Top 10 Change %
-12.93%
% of All Funds
10.32%
New
76
Increased
737
Reduced
764
Closed
80
Calls
$1.73B
Puts
$1.17B
Net Calls
+$567M
Net Calls Change
+$475M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$409M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$369M
3
Franklin Resources
Franklin Resources
California
+$277M
4
AC
Alleghany Corporation
New York
+$238M
5
NFA
Nationwide Fund Advisors
Ohio
+$166M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$679M
2
Capital World Investors
Capital World Investors
California
-$669M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$490M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$454M
5
State Street
State Street
Massachusetts
-$408M
Name Holding Trade Value Shares
Change 		Shares
Change %
RHJA
1426
Rice Hall James & Associates
California
$709K – – –
SWA
1427
SFMG Wealth Advisors
Texas
$705K +$951 +8 +0.1%
VKH
1428
Virtu KCG Holdings
New York
$701K -$237K -1,998 -25%
RCG
1429
Ruane, Cunniff & Goldfarb
New York
$697K +$29.1K +245 +4%
AW
1430
ACG Wealth
Georgia
$697K +$46.9K +394 +7%
Aristotle Capital Management
1431
Aristotle Capital Management
California
$695K – – –
SSWM
1432
Smith Salley Wealth Management
North Carolina
$693K +$243K +2,039 +54%
AWM
1433
Altavista Wealth Management
North Carolina
$691K -$5.83K -49 -0.8%
FIM
1434
Freedom Investment Management
Connecticut
$689K +$15.8K +133 +2%
AIM
1435
Avity Investment Management
Connecticut
$687K -$8.92K -75 -1%
JRP
1436
Jasper Ridge Partners
California
$687K – – –
WIL
1437
Winifred I. Li
$686K -$21.9K -184 -3%
WI
1438
Wedgewood Investors
Pennsylvania
$686K -$11.9K -100 -2%
SAM
1439
Summit Asset Management
Tennessee
$685K -$54.5K -458 -7%
WA
1440
Winfield Associates
Ohio
$685K +$72K +605 +12%
BCM
1441
Brookstone Capital Management
Illinois
$679K +$83.3K +701 +14%
III
1442
Independent Investors Inc
New York
$671K – – –
PAWC
1443
P.A.W. Capital
Connecticut
$666K +$250K +2,100 +60%
STI
1444
Susquehanna Trust & Investment
Pennsylvania
$665K -$91K -765 -12%
NC
1445
NewSquare Capital
Pennsylvania
$663K +$28.4K +239 +4%
VC
1446
Vicus Capital
Pennsylvania
$662K -$22.9K -193 -3%
WCBA
1447
Weaver C. Barksdale & Associates
Tennessee
$655K – – –
EP
1448
Edgestream Partners
New Jersey
$651K +$288K +2,422 +79%
CCM
1449
Compass Capital Management
Minnesota
$649K -$11.9K -100 -2%
LIM
1450
Loudon Investment Management
New Hampshire
$648K -$105K -883 -14%
56 57
58
59 60