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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 %
WAM
1551
Watermark Asset Management
California
$631K +$209 +2 +0%
KSA
1552
Ken Stern & Associates
California
$630K -$58.2K -555 -8%
AIIMS
1553
Analyst IMS Investment Management Services
Israel
$626K – – –
SRSA
1554
S.R. Schill & Associates
Washington
$623K -$171K -1,642 -22%
FC
1555
Forte Capital
New York
$616K – – –
BWP
1556
BSW Wealth Partners
Colorado
$615K +$5.01K +48 +0.8%
PAM
1557
Premier Asset Management
Illinois
$614K -$9.82M -94,235 -94%
BHC
1558
Bowen Hanes & Co
Florida
$613K – – –
GAG
1559
GM Advisory Group
New York
$613K +$613K +5,877 New
EWM
1560
Endurance Wealth Management
Rhode Island
$609K -$104 -1 -0%
BIAS
1561
Beacon Investment Advisory Services
New Jersey
$609K +$108K +1,039 +22%
CC
1562
Colrain Capital
Massachusetts
$608K -$415K -3,976 -41%
SAM
1563
Summit Asset Management
Tennessee
$606K -$50.7K -486 -8%
PA
1564
Probity Advisors
Texas
$606K +$18.9K +181 +3%
ICOM
1565
Investment Counselors of Maryland
Maryland
$604K – – –
LWM
1566
Lyell Wealth Management
California
$602K -$301K -2,884 -33%
AP
1567
Atwood & Palmer
Missouri
$600K – – –
MGIA
1568
Moneta Group Investment Advisors
Missouri
$600K +$235K +2,250 +64%
BPCE
1569
Bank Pictet & Cie (Europe)
Germany
$597K +$233K +2,231 +64%
OA
1570
Outfitter Advisors
Virginia
$592K – – –
BFA
1571
Beaumont Financial Advisors
Massachusetts
$590K -$111K -1,067 -16%
EA
1572
Elm Advisors
California
$588K – – –
BFG
1573
Beacon Financial Group
Texas
$587K +$112K +1,076 +24%
ACH
1574
ArrowMark Colorado Holdings
Colorado
$584K – – –
PIA
1575
Peachtree Investment Advisors
Georgia
$579K -$10.4K -100 -2%
61 62
63
64 65