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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 %
DLHL
1426
Donald L. Hagan LLC
Florida
$915K +$14.3K +137 +2%
BWAM
1427
Boyd Watterson Asset Management
Ohio
$915K +$44.7K +428 +5%
NWP
1428
Northstar Wealth Partners
Connecticut
$914K – – –
ST
1429
Sentinel Trust
Texas
$912K -$915K -8,777 -50%
VCM
1430
Versant Capital Management
Arizona
$909K -$7.62K -73 -0.8%
MCM
1431
Manchester Capital Management
Vermont
$908K +$12.5K +120 +1%
DI
1432
Diligent Investors
California
$906K +$57.9K +555 +7%
RBC
1433
Ronald Blue & Co
Georgia
$902K -$419K -4,011 -32%
CBT
1434
Central Bank & Trust
Kentucky
$899K +$11K +105 +1%
GCIA
1435
Gabelli & Co Investment Advisers
New York
$897K – – –
SCG
1436
Sonata Capital Group
Washington
$892K -$20.9K -200 -2%
Mackenzie Financial
1437
Mackenzie Financial
Ontario, Canada
$891K -$828K -7,941 -48%
SFA
1438
Sequoia Financial Advisors
Ohio
$887K +$93.8K +899 +12%
TC
1439
Telemus Capital
Michigan
$887K +$128K +1,224 +17%
SIM
1440
Sonora Investment Management
Arizona
$886K +$52.2K +500 +6%
DE
1441
Day & Ennis
Georgia
$885K -$4.38K -42 -0.5%
ADBIC
1442
A.D. Beadell Investment Counsel
Wisconsin
$885K – – –
Kovitz Investment Group Partners
1443
Kovitz Investment Group Partners
Illinois
$883K -$114K -1,093 -11%
PTCG
1444
Pring Turner Capital Group
California
$883K – – –
MSTVIM
1445
Messner & Smith Theme Value Investment Management
California
$881K -$32.4K -310 -4%
LCM
1446
Laurion Capital Management
New York
$877K -$289K -2,769 -25%
MWP
1447
MYCIO Wealth Partners
Pennsylvania
$877K -$135K -1,296 -13%
ADL
1448
Asset Dedication LLC
California
$877K -$22.8K -218 -3%
QCG
1449
Quadrant Capital Group
Ohio
$874K -$57.6K -618 -6%
FM
1450
Forward Management
California
$870K -$28.3K -271 -3%
56 57
58
59 60