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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 %
BA
1451
BKS Advisors
Michigan
$869K +$835 +8 +0.1%
DAM
1452
Delta Asset Management
Tennessee
$866K -$10.4K -100 -1%
PWMAG
1453
Pinnacle Wealth Management Advisory Group
New Jersey
$864K -$16.8K -161 -2%
FCB
1454
First Command Bank
Texas
$863K +$4.69K +45 +0.5%
FCFS
1455
First Command Financial Services
Texas
$863K +$4.69K +45 +0.5%
CCM
1456
Chilton Capital Management
Texas
$862K -$6.26K -60 -0.7%
SOAMC
1457
Spirit of America Management Corp
New York
$862K – – –
Lido Advisors
1458
Lido Advisors
California
$861K -$32.2K -309 -4%
GLA
1459
Good Life Advisors
Pennsylvania
$859K -$5.17K -50 -0.6%
PMFA
1460
Plante Moran Financial Advisors
Michigan
$856K -$63.9K -612 -7%
Financial Engines Advisors
1461
Financial Engines Advisors
California
$855K -$70.9K -679 -8%
CFMC
1462
Curbstone Financial Management Corp
New Hampshire
$852K +$2.61K +25 +0.3%
BC
1463
Banced Corp
Illinois
$850K +$20.2K +194 +2%
FCM
1464
Forester Capital Management
Illinois
$847K -$333K -3,194 -28%
HA
1465
Halsey Associates
Connecticut
$847K +$58.3K +559 +7%
CPIG
1466
Chicago Partners Investment Group
Illinois
$842K +$543K +4,965 +182%
AP
1467
Appleton Partners
Massachusetts
$835K -$40.4K -387 -5%
SA
1468
Sicart Associates
New York
$835K – – –
BOC
1469
Barbara Oil Co
Illinois
$835K – – –
JWA
1470
JFS Wealth Advisors
Pennsylvania
$833K -$165K -1,582 -17%
WI
1471
Wintrust Investments
Illinois
$832K +$28.1K +269 +3%
HS
1472
HighVista Strategies
Massachusetts
$831K -$188K -1,800 -18%
SFM
1473
Signet Financial Management
New Jersey
$829K -$31.3K -300 -4%
WCM
1474
Windward Capital Management
California
$828K +$73.7K +707 +10%
FHC
1475
First Heartland Consultants
Missouri
$826K +$99.9K +957 +14%
57 58
59
60 61