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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 %
PFA
1426
Paradigm Financial Advisors
Missouri
$958K +$17.7K +165 +2%
TCM
1427
Traynor Capital Management
Pennsylvania
$958K +$156K +1,483 +20%
FPCG
1428
Fort Pitt Capital Group
Pennsylvania
$957K +$4.08K +38 +0.4%
WSC
1429
Wellington Shields & Co
New York
$954K +$2.36K +22 +0.2%
CAG
1430
Crestwood Advisors Group
Massachusetts
$953K -$17.5K -166 -2%
Financial Engines Advisors
1431
Financial Engines Advisors
California
$952K -$827K -7,705 -46%
PMFA
1432
Plante Moran Financial Advisors
Michigan
$947K +$53.5K +498 +6%
BW
1433
Bison Wealth
Georgia
$945K +$15.7K +146 +2%
VCM
1434
Versant Capital Management
Arizona
$943K +$94.7K +882 +11%
BP
1435
Ballentine Partners
Massachusetts
$939K -$274K -2,551 -23%
ZF
1436
Zhang Financial
Michigan
$939K -$200K -1,630 -18%
MSTVIM
1437
Messner & Smith Theme Value Investment Management
California
$939K -$16.1K -150 -2%
SCG
1438
Sonata Capital Group
Washington
$939K – – –
OWP
1439
Obermeyer Wealth Partners
Colorado
$935K -$277K -2,580 -23%
LWM
1440
Lyell Wealth Management
California
$929K -$21.6K -201 -2%
NPA
1441
Nichols & Pratt Advisers
Massachusetts
$929K – – –
RFA
1442
Reilly Financial Advisors
California
$928K -$387K -3,602 -29%
DLHL
1443
Donald L. Hagan LLC
Florida
$927K -$70.5K -657 -7%
FM
1444
Forward Management
California
$924K -$54K -503 -6%
CS
1445
Credential Securities
$924K +$13.8K +129 +2%
GCIA
1446
Gabelli & Co Investment Advisers
New York
$923K – – –
EGM
1447
Engineers Gate Manager
New York
$923K +$923K +8,600 New
ADL
1448
Asset Dedication LLC
California
$922K +$7.92K +74 +0.9%
MCM
1449
Manchester Capital Management
Vermont
$921K – – –
DE
1450
Day & Ennis
Georgia
$916K +$11.5K +107 +1%
56 57
58
59 60