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Chevron
CVX

Overview Fund Activity

1,783 hedge funds and large institutions have $153B invested in Chevron in 2013 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 664 increasing their positions, 720 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,783
Holders Change
+119
Holders Change %
+7.15%
% of All Funds
51.79%
Holding in Top 10
410
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-8.48%
% of All Funds
11.91%
New
200
Increased
664
Reduced
720
Closed
61
Calls
$1.39B
Puts
$1.3B
Net Calls
+$92.1M
Net Calls Change
+$336M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$4.68B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$12.9B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$5.15B
4
Capital International Investors
4
Capital International Investors
California
$501M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.7B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$4.6B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.4B
3
Invesco
3
Invesco
Georgia
$1B
4
Deutsche Bank
4
Deutsche Bank
Germany
$1.19B
5
BA
5
BlackRock Advisors
Delaware
$1.43B
Name Holding Trade Value Shares
Change 		Shares
Change %
HRIA
1526
Haberer Registered Investment Advisor
Ohio
$523K -$268K -2,145 -34%
HBWM
1527
Hollow Brook Wealth Management
New York
$523K – – –
TCM
1528
Tradewinds Capital Management
Washington
$523K +$523K +4,187 New
CL
1529
Croft-Leominster
Maryland
$518K -$1.75K -14 -0.3%
WCM
1530
Windsor Capital Management
Arizona
$516K +$83.4K +668 +19%
HS
1531
Huntington Steele
Pennsylvania
$511K -$53.9K -432 -10%
PAG
1532
Pinnacle Advisory Group
Maryland
$511K -$7.49K -60 -1%
PHAM
1533
Palisades Hudson Asset Management
Florida
$509K – – –
SIG
1534
Schaller Investment Group
North Carolina
$503K – – –
VCM
1535
Vision Capital Management
Oregon
$503K – – –
IWC
1536
Integrated Wealth Counsel
California
$503K – – –
SC
1537
Saybrook Capital
North Carolina
$502K – – –
BMM
1538
Buffington Mohr McNeal
Idaho
$500K -$11.9K -95 -2%
PAS
1539
Professional Advisory Services
Florida
$500K – – –
CPS
1540
Counsel Portfolio Services
Ontario, Canada
$500K – – –
DJSG
1541
D.J. St. Germain
Massachusetts
$495K -$2.5K -20 -0.5%
CL
1542
CIM LLC
New York
$492K -$21K -168 -4%
Verition Fund Management
1543
Verition Fund Management
Connecticut
$485K -$458K -3,666 -49%
MA
1544
MCF Advisors
Kentucky
$485K -$9.39K -79 -2%
FC
1545
Fayerweather Charles
$485K +$28.7K +230 +6%
FNBOH
1546
First National Bank of Hutchinson
Kansas
$484K +$85.6K +685 +21%
TT
1547
Tiedemann Trust
Delaware
$483K -$593K -4,748 -55%
ACM
1548
Alta Capital Management
Utah
$476K +$499 +4 +0.1%
NEPWA
1549
New England Private Wealth Advisors
Massachusetts
$476K +$21.9K +176 +5%
EWM
1550
Empirical Wealth Management
Washington
$474K +$3.62K +29 +0.8%
60 61
62
63 64