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Chevron
CVX

Overview Fund Activity

1,773 hedge funds and large institutions have $144B invested in Chevron in 2014 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 710 increasing their positions, 767 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,773
Holders Change
-19
Holders Change %
-1.06%
% of All Funds
51.48%
Holding in Top 10
294
Holding in Top 10 Change
-105
Holding in Top 10 Change %
-26.32%
% of All Funds
8.54%
New
55
Increased
710
Reduced
767
Closed
57
Calls
$1.65B
Puts
$1.87B
Net Calls
-$219M
Net Calls Change
-$345M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$698M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.65B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$12.2B
4
RFS
4
Rockefeller Financial Services
New York
$140M
5
CS
5
Credit Suisse
Switzerland
$752M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$1.82B
2
Bank of America
2
Bank of America
North Carolina
$1.47B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$5.54B
4
First Eagle Investment Management
4
First Eagle Investment Management
New York
$120K
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.09B
Name Holding Trade Value Shares
Change 		Shares
Change %
SLA
1526
Silver Lake Advisory
Utah
$473K +$27.9K +234 +6%
WCWM
1527
Wooster Corthell Wealth Management
Connecticut
$468K – – –
AA
1528
Apriem Advisors
California
$467K -$2.25M -18,842 -83%
FC
1529
Fayerweather Charles
$467K +$2.98K +25 +0.6%
IWC
1530
Integrated Wealth Counsel
California
$465K – – –
MWP
1531
MYCIO Wealth Partners
Pennsylvania
$464K +$239 +2 +0.1%
SIC
1532
SFE Investment Counsel
California
$462K -$11.9K -100 -3%
RIG
1533
Roosevelt Investment Group
New York
$455K -$101K -843 -18%
DJSG
1534
D.J. St. Germain
Massachusetts
$453K – – –
WMC
1535
Westwood Management Corporation
Illinois
$453K – – –
CCM
1536
Carlson Capital Management
Minnesota
$453K +$128K +1,077 +40%
MWM
1537
Merriman Wealth Management
Washington
$453K +$174K +1,468 +63%
ICM
1538
IMS Capital Management
Oregon
$449K -$68.6K -575 -13%
PCA
1539
Personal Capital Advisors
California
$449K +$449K +3,761 New
AWS
1540
Aris Wealth Services
Pennsylvania
$446K -$3.1K -26 -0.7%
HJGA
1541
Hardman Johnston Global Advisors
Connecticut
$442K – – –
PM
1542
Parametrica Management
Hong Kong
$439K +$439K +3,680 New
FAM
1543
Fenimore Asset Management
New York
$437K – – –
MSTVIM
1544
Messner & Smith Theme Value Investment Management
California
$436K – – –
LK
1545
Lumbard & Kellner
New Hampshire
$434K – – –
Manulife (Manufacturers Life Insurance)
1546
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$433K +$15.9K +133,568 +4%
DVM
1547
Dreman Value Management
Florida
$432K +$239 +2 +0.1%
ECAM
1548
East Coast Asset Management
Massachusetts
$432K +$5.97K +50 +1%
BMC
1549
Benin Management Corp
Connecticut
$431K – – –
CAM
1550
Cubic Asset Management
Massachusetts
$430K +$49.9K +418 +13%
60 61
62
63 64