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Chevron
CVX

Overview Fund Activity

2,233 hedge funds and large institutions have $154B invested in Chevron in 2018 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 930 increasing their positions, 937 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,233
Holders Change
-13
Holders Change %
-0.58%
% of All Funds
51.13%
Holding in Top 10
139
Holding in Top 10 Change
-77
Holding in Top 10 Change %
-35.65%
% of All Funds
3.18%
New
82
Increased
930
Reduced
937
Closed
75
Calls
$1.54B
Puts
$1.61B
Net Calls
-$68.2M
Net Calls Change
-$266M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.78B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$310M
3
Lazard Asset Management
Lazard Asset Management
New York
+$301M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$270M
5
Renaissance Technologies
Renaissance Technologies
New York
+$266M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.77B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$722M
3
BlackRock
BlackRock
New York
-$404M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$310M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$299M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
1551
Windsor Wealth Management
Indiana
$978K +$47.4K +388 +5%
CI
1552
Capital Innovations
Wisconsin
$975K +$64.2K +525 +7%
ABP
1553
Arthur B. Page
$975K +$533K +4,360 +121%
AAM
1554
Aureus Asset Management
Massachusetts
$974K – – –
MOS
1555
MGO One Seven
Ohio
$973K +$973K +7,961 New
SFM
1556
Signet Financial Management
New Jersey
$970K – – –
FFS
1557
Founders Financial Securities
Maryland
$968K +$55.2K +452 +6%
MFW
1558
Mosaic Family Wealth
Missouri
$962K +$76.7K +665 +9%
HCM
1559
Highbridge Capital Management
New York
$961K +$961K +7,857 New
AWE
1560
Avidian Wealth Enterprises
Texas
$958K -$296K -2,419 -24%
WAAG
1561
Wealth Alliance Advisory Group
Kansas
$957K +$24.5K +200 +3%
AF
1562
AMG Funds
Connecticut
$952K -$119K -970 -11%
DA
1563
Doliver Advisors
Texas
$952K +$11K +90 +1%
SCG
1564
Sonata Capital Group
Washington
$951K -$12.2K -100 -1%
NCM
1565
Northside Capital Management
Oregon
$950K – – –
LCM
1566
Laurion Capital Management
New York
$944K +$944K +7,716 New
PMFA
1567
Plante Moran Financial Advisors
Michigan
$943K -$11.7K -96 -1%
WA
1568
Wheatland Advisors
Pennsylvania
$941K – – –
RC
1569
RBO & Co
California
$940K – – –
SC
1570
Sawyer & Company
Massachusetts
$934K +$6.11K +50 +0.7%
MGIA
1571
Moneta Group Investment Advisors
Missouri
$933K -$702K -5,742 -43%
SCM
1572
SOL Capital Management
Maryland
$931K +$24.5K +200 +3%
FAT
1573
First American Trust
California
$929K -$2.66M -21,733 -74%
ADL
1574
Asset Dedication LLC
California
$928K -$158K -1,288 -15%
VNB
1575
Virginia National Bank
Virginia
$926K +$926K +7,572 New
61 62
63
64 65