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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 %
OPTFSNA
1451
Old Point Trust & Financial Services N A
Virginia
$644K -$47.6K -400 -7%
WCM
1452
Windsor Capital Management
Arizona
$643K +$152K +1,277 +31%
PFS
1453
Prospera Financial Services
Texas
$631K +$142K +1,348 +29%
AWA
1454
ARS Wealth Advisors
Florida
$630K -$678K -5,710 -52%
PAM
1455
Premier Asset Management
Illinois
$623K -$79.6K -670 -11%
LK
1456
Lumbard & Kellner
New Hampshire
$622K – – –
SFI
1457
SPC Financial Inc
Maryland
$622K +$6.31K +53 +1%
HC
1458
Highmount Capital
New York
$621K -$752K -6,324 -55%
SSWM
1459
Sheets Smith Wealth Management
North Carolina
$619K +$17.4K +146 +3%
TCB
1460
Texas Capital Bancshares
Texas
$618K +$618K +5,195 New
GIA
1461
Granite Investment Advisors
New Hampshire
$613K – – –
BT
1462
Brandywine Trust
Delaware
$610K – – –
HCM
1463
Harvest Capital Management
New Hampshire
$609K -$25.9K -218 -4%
FAG
1464
Financial Advisory Group
Texas
$607K – – –
WIC
1465
Wood Investment Counsel
Colorado
$606K -$49.9K -420 -8%
RAM
1466
Roanoke Asset Management
New Jersey
$601K -$32.7K -275 -5%
CC
1467
Capital Counsel
New York
$597K – – –
MCC
1468
Malaga Cove Capital
California
$596K -$12.3K -103 -2%
BB
1469
Bell Bank
North Dakota
$596K +$18.8K +158 +3%
RVP
1470
Relative Value Partners
Illinois
$595K +$59.5K +500 +11%
UMA
1471
USA Mutuals Advisors
Texas
$595K +$595K +5,000 New
ANTB
1472
AMG National Trust Bank
Colorado
$594K -$24.7K -208 -4%
NAM
1473
Nichols Asset Management
Massachusetts
$590K +$11.9K +100 +2%
EA
1474
Elm Advisors
California
$589K – – –
SBWIC
1475
Schaper Benz & Wise Investment Counsel
Wisconsin
$588K – – –
57 58
59
60 61