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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 %
RIG
1476
Roosevelt Investment Group
New York
$587K -$155K -1,302 -21%
GGPS
1477
Gary Goldberg Planning Services
New York
$585K +$158K +1,327 +37%
UBV
1478
United Bank (Virginia)
Virginia
$582K +$20.5K +172 +4%
B
1479
Bellecapital
Switzerland
$576K +$53.3K +448 +10%
MA
1480
MCF Advisors
Kentucky
$573K +$87.4K +735 +18%
BAM
1481
Brave Asset Management
New Jersey
$571K +$125K +1,050 +28%
SCP
1482
Sandhill Capital Partners
New York
$568K +$5.82K +49 +1%
BCM
1483
Blume Capital Management
California
$567K -$26.8K -225 -5%
AA
1484
Ancora Advisors
Ohio
$567K -$23.8K -200 -4%
NEPWA
1485
New England Private Wealth Advisors
Massachusetts
$567K +$113K +950 +25%
RMC
1486
Regis Management Company
California
$563K -$44.9K -378 -7%
SC
1487
Saturna Capital
Washington
$560K – – –
WCM Investment Management
1488
WCM Investment Management
California
$559K -$16.2K -136 -3%
JFA
1489
JNBA Financial Advisors
Minnesota
$557K – – –
IOOF
1490
Independent Order of Foresters
Ontario, Canada
$553K -$71.4K -600 -11%
FAM
1491
Foothills Asset Management
Arizona
$553K -$7.01K -59 -1%
HIM
1492
Hanlon Investment Management
New Jersey
$550K +$714 +6 +0.1%
PM
1493
Penbrook Management
New York
$544K +$216K +1,765 +66%
PAG
1494
Pinnacle Advisory Group
Maryland
$542K +$55.5K +467 +11%
KG
1495
Killen Group
Pennsylvania
$541K – – –
NA
1496
NSB Advisors
New York
$540K – – –
CFSG
1497
Community Financial Services Group
Vermont
$536K -$27.6K -232 -5%
NIM
1498
Nexus Investment Management
Ontario, Canada
$536K +$310K +2,610 +137%
WA
1499
Waverly Advisors
Alabama
$530K -$236K -1,981 -31%
PAA
1500
Peregrine Asset Advisers
Oregon
$525K +$119 +1 +0%
58 59
60
61 62