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Chevron
CVX

Overview Fund Activity

1,977 hedge funds and large institutions have $126B invested in Chevron in 2017 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 849 increasing their positions, 831 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,977
Holders Change
-33
Holders Change %
-1.64%
% of All Funds
49.36%
Holding in Top 10
112
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-18.84%
% of All Funds
2.8%
New
66
Increased
849
Reduced
831
Closed
79
Calls
$1.26B
Puts
$2.11B
Net Calls
-$845M
Net Calls Change
-$270M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$409M
2
Capital World Investors
Capital World Investors
California
+$332M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$293M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$263M
5
BlackRock
BlackRock
New York
+$206M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$389M
2
CS
Credit Suisse
Switzerland
-$161M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$149M
4
CGT
Capital Guardian Trust
California
-$144M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
1526
Annex Advisory Services
Wisconsin
$684K -$38.6K -370 -5%
WFG
1527
Windsor Financial Group
Minnesota
$683K +$16.1K +154 +2%
MCWS
1528
McKinley Carter Wealth Services
West Virginia
$683K +$70.1K +672 +11%
BWFM
1529
Bridgewater Wealth & Financial Management
Maryland
$682K +$53.2K +510 +8%
PAWC
1530
P.A.W. Capital
Connecticut
$678K – – –
IP
1531
Investment Partners
Ohio
$677K +$106K +1,020 +19%
CFA
1532
Cahill Financial Advisors
Minnesota
$676K +$418 +4 +0.1%
CM
1533
Churchill Management
California
$676K +$457K +4,377 +209%
LOAMS
1534
Lombard Odier Asset Management (Switzerland)
Switzerland
$674K – – –
SCM
1535
SOL Capital Management
Maryland
$672K +$36.5K +350 +6%
DDC
1536
DF Dent & Co
Maryland
$669K – – –
HDIM
1537
Hanson & Doremus Investment Management
Vermont
$665K – – –
AWM
1538
Altavista Wealth Management
North Carolina
$663K -$38.7K -371 -6%
OIA
1539
OneDigital Investment Advisors
Kansas
$663K +$663K +6,359 New
NQWM
1540
Northwest Quadrant Wealth Management
Oregon
$659K -$27.2K -246 -4%
FA
1541
Fagan Associates
New York
$658K +$18.8K +180 +3%
RA
1542
RFG Advisory
Alabama
$655K +$5.36K +52 +0.8%
NFG
1543
Nations Financial Group
Iowa
$654K +$36K +342 +6%
UOC
1544
UBS O'Connor
Illinois
$651K -$9.42M -90,323 -94%
MC
1545
Mathes Company
New York
$650K +$86.1K +825 +15%
FCAG
1546
First Capital Advisors Group
New Jersey
$647K -$66.5K -638 -9%
HS
1547
Huntington Steele
Pennsylvania
$634K – – –
ACI
1548
Alpha Cubed Investments
California
$632K -$211K -2,021 -25%
BWM
1549
Bernicke Wealth Management
Wisconsin
$632K -$68.4K -656 -10%
OPTFSNA
1550
Old Point Trust & Financial Services N A
Virginia
$631K -$10.2K -98 -2%
60 61
62
63 64