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Chevron
CVX

Overview Fund Activity

1,832 hedge funds and large institutions have $124B invested in Chevron in 2015 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 829 increasing their positions, 744 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,832
Holders Change
-26
Holders Change %
-1.4%
% of All Funds
48.87%
Holding in Top 10
175
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-16.67%
% of All Funds
4.67%
New
71
Increased
829
Reduced
744
Closed
75
Calls
$1.54B
Puts
$1.86B
Net Calls
-$315M
Net Calls Change
-$75.7M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$714M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$580M
3
BFA
BlackRock Fund Advisors
California
+$194M
4
Franklin Resources
Franklin Resources
California
+$180M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$175M

Top Sellers

1
BA
BlackRock Advisors
Delaware
-$375M
2
BTS
BB&T Securities
Virginia
-$366M
3
AIM
abrdn Investment Management
United Kingdom
-$270M
4
APG Asset Management
APG Asset Management
Netherlands
-$220M
5
State Street
State Street
Massachusetts
-$208M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1551
Merriman Wealth Management
Washington
$456K +$48.6K +455 +12%
QIM
1552
Quest Investment Management
Oregon
$455K +$455K +4,335 New
First Eagle Investment Management
1553
First Eagle Investment Management
New York
$452K +$347K +3,300 +329%
MCM
1554
McRae Capital Management
New Jersey
$450K +$73.4K +700 +19%
HCM
1555
Harvest Capital Management
New Hampshire
$447K -$16.6K -158 -4%
AWA
1556
ARS Wealth Advisors
Florida
$446K – – –
EWM
1557
Evermay Wealth Management
Virginia
$445K +$10.6K +101 +2%
PHAM
1558
Palisades Hudson Asset Management
Florida
$438K +$10.4K +99 +2%
BRWM
1559
B. Riley Wealth Management
Tennessee
$436K -$22.8K -217 -5%
RIG
1560
Roosevelt Investment Group
New York
$436K -$2.84K -27 -0.6%
UF
1561
Univest Financial
Pennsylvania
$435K +$27.2K +259 +7%
IAA
1562
Ironsides Asset Advisors
North Carolina
$434K -$35.7K -340 -8%
BJ
1563
Brouwer & Janachowski
California
$432K -$63.7K -607 -13%
CHP
1564
Cable Hill Partners
Oregon
$432K +$141K +1,350 +49%
NGA
1565
Naples Global Advisors
Florida
$429K +$24.7K +235 +6%
AL
1566
Aspiriant LLC
California
$429K +$154K +1,463 +56%
TCM
1567
Tradewinds Capital Management
Washington
$428K -$47.7K -454 -10%
HS
1568
Huntington Steele
Pennsylvania
$428K – – –
SLA
1569
Silver Lake Advisory
Utah
$425K +$4.31K +41 +1%
NBC
1570
Neuberger Berman Canada
Ontario, Canada
$424K +$152K +1,453 +56%
SIG
1571
Schaller Investment Group
North Carolina
$423K – – –
AIA
1572
AIMZ Investment Advisors
California
$423K +$14.4K +137 +4%
S
1573
SignatureFD
Georgia
$421K -$29K -276 -6%
RAM
1574
Riggs Asset Management
Pennsylvania
$421K – – –
AA
1575
Apriem Advisors
California
$420K -$3.36K -32 -0.8%
61 62
63
64 65