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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 %
WPW
1426
Waldron Private Wealth
Pennsylvania
$624K +$27.5K +305 +5%
FA
1427
Fagan Associates
New York
$624K +$363K +4,035 +139%
MC
1428
Mathes Company
New York
$623K – – –
HDIM
1429
Hanson & Doremus Investment Management
Vermont
$617K -$24.1K -268 -4%
BWP
1430
BSW Wealth Partners
Colorado
$617K +$450 +5 +0.1%
SC
1431
Searle & Co
Connecticut
$617K +$4.45K +50 +0.7%
SWA
1432
SFMG Wealth Advisors
Texas
$615K -$13.7K -152 -2%
KG
1433
Killen Group
Pennsylvania
$614K – – –
ZAM
1434
Zevin Asset Management
Massachusetts
$614K – – –
TCM
1435
Traynor Capital Management
Pennsylvania
$611K +$352K +3,914 +136%
CIC
1436
Cornercap Investment Counsel
Georgia
$608K +$608K +6,759 New
MFS
1437
Madrona Financial Services
Washington
$606K +$52.3K +581 +9%
ACM
1438
Apex Capital Management
Ohio
$605K -$30.9K -344 -5%
IP
1439
Investment Partners
Ohio
$603K -$48.4K -537 -7%
CP
1440
Corbenic Partners
Pennsylvania
$599K -$1.06M -11,791 -64%
ZF
1441
Zhang Financial
Michigan
$596K +$278K +3,089 +87%
TPWA
1442
TRUE Private Wealth Advisors
Oregon
$596K +$596K +6,626 New
AT
1443
Acadia Trust
Maine
$595K -$17.4K -193 -3%
ECM
1444
EagleClaw Capital Management
Massachusetts
$595K -$8.97K -100 -1%
GKWIM
1445
Gerber Kawasaki Wealth & Investment Management
California
$595K +$595K +6,619 New
ACH
1446
ArrowMark Colorado Holdings
Colorado
$594K – – –
SOAMC
1447
Spirit of America Management Corp
New York
$594K +$234K +2,600 +65%
SIA
1448
Sit Investment Associates
Minnesota
$593K -$27K -300 -4%
RVPG
1449
Relative Value Partners Group
$591K – – –
NG
1450
NatWest Group
United Kingdom
$590K -$9.12M -101,286 -94%
56 57
58
59 60