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Chevron
CVX

Overview Fund Activity

1,989 hedge funds and large institutions have $142B invested in Chevron in 2016 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 744 increasing their positions, 828 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,989
Holders Change
+118
Holders Change %
+6.31%
% of All Funds
49.8%
Holding in Top 10
253
Holding in Top 10 Change
+89
Holding in Top 10 Change %
+54.27%
% of All Funds
6.33%
New
207
Increased
744
Reduced
828
Closed
57
Calls
$2.33B
Puts
$3.36B
Net Calls
-$1.03B
Net Calls Change
-$1.52B

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$530M
2
Morgan Stanley
Morgan Stanley
New York
+$441M
3
State Street
State Street
Massachusetts
+$438M
4
Capital World Investors
Capital World Investors
California
+$363M
5
Asset Management One
Asset Management One
Japan
+$355M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$510M
2
MTB
Mizuho Trust & Banking
Japan
-$309M
3
CS
Credit Suisse
Switzerland
-$276M
4
Wells Fargo
Wells Fargo
California
-$248M
5
Deutsche Bank
Deutsche Bank
Germany
-$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAWC
1526
P.A.W. Capital
Connecticut
$765K – – –
DDC
1527
DF Dent & Co
Maryland
$762K -$204K -1,735 -21%
IP
1528
Investment Partners
Ohio
$760K -$1.46M -12,422 -66%
PFBT
1529
Parkside Financial Bank & Trust
Missouri
$760K +$89K +756 +13%
WC
1530
Woodstock Corp
Massachusetts
$752K -$8.83K -75 -1%
AAC
1531
Asset Advisors Corp
Georgia
$749K – – –
LA
1532
LVW Advisors
New York
$747K +$62.5K +531 +9%
CFA
1533
Cahill Financial Advisors
Minnesota
$744K -$17.2K -146 -2%
MA
1534
MCF Advisors
Kentucky
$743K +$54.9K +466 +8%
FA
1535
Fagan Associates
New York
$738K -$8.82K -75 -1%
MCWS
1536
McKinley Carter Wealth Services
West Virginia
$734K -$29.2K -248 -4%
BWFM
1537
Bridgewater Wealth & Financial Management
Maryland
$730K +$36K +306 +5%
WDA
1538
Wendell David Associates
New Hampshire
$729K -$5.88K -50 -0.8%
MFS
1539
Madrona Financial Services
Washington
$727K -$7.65K -65 -1%
TFF
1540
The Family Firm
Maryland
$724K -$7.42K -63 -1%
CPIM
1541
Columbia Partners Investment Management
Virginia
$721K -$235 -2 -0%
SAM
1542
Summit Asset Management
Tennessee
$721K +$353 +3 +0%
SCM
1543
SOL Capital Management
Maryland
$719K -$36.4K -309 -5%
CAS
1544
Cue Advisory Services
Arizona
$718K +$7.65K +65 +1%
MFW
1545
Meristem Family Wealth
Minnesota
$717K -$6.23K -53 -0.9%
HS
1546
Huntington Steele
Pennsylvania
$715K +$280K +2,380 +64%
JFGLC
1547
Johnson Financial Group LLC (Colorado)
Colorado
$711K +$711K +6,043 New
FWM
1548
Frontier Wealth Management
Missouri
$709K – – –
NFG
1549
Nations Financial Group
Iowa
$708K -$13.1K -111 -2%
SA
1550
Sicart Associates
New York
$707K +$707K +6,010 New
60 61
62
63 64