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Chevron
CVX

Overview Fund Activity

1,876 hedge funds and large institutions have $126B invested in Chevron in 2016 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 764 increasing their positions, 797 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,876
Holders Change
+34
Holders Change %
+1.85%
% of All Funds
50.13%
Holding in Top 10
187
Holding in Top 10 Change
+42
Holding in Top 10 Change %
+28.97%
% of All Funds
5%
New
106
Increased
764
Reduced
797
Closed
52
Calls
$2.33B
Puts
$2.53B
Net Calls
-$196M
Net Calls Change
+$105M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.49B
2
Macquarie Group
Macquarie Group
Australia
$1.48B
3
Vanguard Group
Vanguard Group
Pennsylvania
$13.1B
4
BFA
BlackRock Fund Advisors
California
$3.42B
5
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$222M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
$66.8M
2
Franklin Resources
Franklin Resources
California
$2.11B
3
IC
Institutional Capital
Illinois
$0
4
BA
BlackRock Advisors
Delaware
$565M
5
CCM
Causeway Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
1551
Court Place Advisors
Maryland
$516K – – –
SSG
1552
Summit Securities Group
New York
$514K +$514K +4,900 New
RAM
1553
Roanoke Asset Management
New Jersey
$513K -$2.1K -20 -0.4%
JFA
1554
JNBA Financial Advisors
Minnesota
$511K -$94K -896 -16%
SMG
1555
Spectrum Management Group
Indiana
$508K +$235K +2,240 +86%
CWM
1556
Catamount Wealth Management
Connecticut
$507K +$480K +4,575 +1,753%
SAMC
1557
Shinko Asset Management Company
Japan
$505K -$11K -105 -2%
AP
1558
AHL Partners
United Kingdom
$505K +$505K +4,818 New
CM
1559
CoreCommodity Management
Connecticut
$502K – – –
AI
1560
Accredited Investors
Minnesota
$497K +$65.1K +621 +15%
RIG
1561
Renaissance Investment Group
Massachusetts
$496K – – –
JWM
1562
Jacobus Wealth Management
Wisconsin
$495K -$138K -1,317 -22%
IWC
1563
Integrated Wealth Counsel
California
$495K – – –
Aristotle Capital Management
1564
Aristotle Capital Management
California
$494K – – –
CFSG
1565
Community Financial Services Group
Vermont
$494K +$205K +1,953 +71%
PIM
1566
Parasol Investment Management
Illinois
$492K -$5.77K -55 -1%
ERIM
1567
Eagle Ridge Investment Management
Connecticut
$490K -$24.1K -230 -5%
IFS
1568
Ifrah Financial Services
Arkansas
$486K -$5.46K -52 -1%
CAM
1569
Cubic Asset Management
Massachusetts
$484K -$37.5K -358 -7%
DJSG
1570
D.J. St. Germain
Massachusetts
$483K – – –
SCP
1571
Sandhill Capital Partners
New York
$481K +$8.18K +78 +2%
KBG
1572
Kahn Brothers Group
New York
$477K -$35.6K -340 -7%
WCM
1573
Weatherstone Capital Management
Colorado
$475K – – –
SLA
1574
Silver Lake Advisory
Utah
$475K +$4.93K +47 +1%
SIM
1575
SSI Investment Management
California
$474K +$15.3K +146 +3%
61 62
63
64 65