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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
$5.31B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$4.82B
3
Franklin Resources
Franklin Resources
California
$2.51B
4
AC
Alleghany Corporation
New York
$238M
5
NFA
Nationwide Fund Advisors
Ohio
$166M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$11.6B
2
Capital World Investors
Capital World Investors
California
$3.71B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.79B
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.16B
5
State Street
State Street
Massachusetts
$11.9B
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
1526
Professional Advisory Services
Florida
$476K – – –
CPS
1527
Counsel Portfolio Services
Ontario, Canada
$476K – – –
SOAMC
1528
Spirit of America Management Corp
New York
$476K +$476K +4,000 New
FC
1529
Fayerweather Charles
$472K +$9.52K +80 +2%
FIM
1530
Fernwood Investment Management
Massachusetts
$469K -$48.8K -410 -9%
CL
1531
Croft-Leominster
Maryland
$468K -$24.6K -207 -5%
WCWM
1532
Wooster Corthell Wealth Management
Connecticut
$467K -$46.5K -391 -9%
SFM
1533
Signature Financial Management
Virginia
$466K -$50.1K -420 -10%
IWC
1534
Integrated Wealth Counsel
California
$464K -$15.3K -129 -3%
MWP
1535
MYCIO Wealth Partners
Pennsylvania
$462K -$525K -4,412 -53%
HF
1536
Hoxton Financial
West Virginia
$462K +$63.4K +533 +16%
ACM
1537
Alta Capital Management
Utah
$460K +$6.54K +55 +1%
WMC
1538
Westwood Management Corporation
Illinois
$452K -$416K -3,500 -48%
CCS
1539
Crosspoint Capital Strategies
California
$452K – – –
DJSG
1540
D.J. St. Germain
Massachusetts
$451K -$19.9K -167 -4%
Harris Associates
1541
Harris Associates
Illinois
$448K -$4.73M -39,800 -91%
CCB
1542
Cutter & Co Brokerage
Missouri
$447K +$64.4K +541 +17%
FMP
1543
Financial Management Professionals
Texas
$445K +$1.07K +9 +0.2%
SIC
1544
SFE Investment Counsel
California
$445K +$7.13K +60 +2%
HJGA
1545
Hardman Johnston Global Advisors
Connecticut
$441K – – –
MCM
1546
McRae Capital Management
New Jersey
$439K – – –
S
1547
SignatureFD
Georgia
$437K -$136K -1,139 -24%
FAM
1548
Fenimore Asset Management
New York
$436K +$119K +1,000 +38%
MSTVIM
1549
Messner & Smith Theme Value Investment Management
California
$434K – – –
BMC
1550
Benin Management Corp
Connecticut
$430K -$119 -1 -0%
60 61
62
63 64