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Chevron

1,792 hedge funds and large institutions have $162B invested in Chevron in 2014 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 686 increasing their positions, 803 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,792
Holders Change
+29
Holders Change %
+1.64%
% of All Funds
51.54%
Holding in Top 10
399
Holding in Top 10 Change
+42
Holding in Top 10 Change %
+11.76%
% of All Funds
11.48%
New
77
Increased
686
Reduced
803
Closed
38
Calls
$1.94B
Puts
$1.82B
Net Calls
+$126M
Net Calls Change
-$441M
Name Holding Trade Value Shares
Change
Shares
Change %
MSFP
1426
Mark Sheptoff Financial Planning
Connecticut
$759K -$77.9K -597 -9%
JRP
1427
Jasper Ridge Partners
California
$755K
SAM
1428
Summit Asset Management
Tennessee
$752K +$261 +2 +0%
SWA
1429
SFMG Wealth Advisors
Texas
$747K -$26.9K -206 -3%
AIM
1430
Avity Investment Management
Connecticut
$747K -$6.52K -50 -0.9%
WI
1431
Wedgewood Investors
Pennsylvania
$747K -$6.53K -50 -0.9%
UF
1432
Univest Financial
Pennsylvania
$746K -$49.2K -377 -6%
III
1433
Independent Investors Inc
New York
$737K
CWM
1434
Confluence Wealth Management
Oregon
$734K +$420K +3,216 +134%
PAWC
1435
P.A.W. Capital
Connecticut
$731K
HHAA
1436
Henry H. Armstrong Associates
Pennsylvania
$730K -$62.2K -476 -8%
NC
1437
NewSquare Capital
Pennsylvania
$723K -$4.31K -33 -0.6%
SSWM
1438
Sheets Smith Wealth Management
North Carolina
$721K +$42K +322 +6%
WCBA
1439
Weaver C. Barksdale & Associates
Tennessee
$720K
Carson Wealth (CWM LLC)
1440
Carson Wealth (CWM LLC)
Nebraska
$718K +$150K +1,151 +26%
WIL
1441
Winifred I. Li
$715K -$37.4K -287 -5%
CCM
1442
Compass Capital Management
Minnesota
$713K
RHJA
1443
Rice Hall James & Associates
California
$712K -$66.2K -507 -9%
LIM
1444
Loudon Investment Management
New Hampshire
$711K
B
1445
Bellecapital
Switzerland
$710K +$77.1K +590 +12%
SCP
1446
Sandhill Capital Partners
New York
$703K +$78.9K +604 +13%
ANTB
1447
AMG National Trust Bank
Colorado
$702K +$50.3K +386 +8%
SFI
1448
SPC Financial Inc
Maryland
$698K +$15.7K +120 +2%
STI
1449
Susquehanna Trust & Investment
Pennsylvania
$694K -$35.9K -275 -5%
OPTFSNA
1450
Old Point Trust & Financial Services N A
Virginia
$693K -$13.1K -100 -2%