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Chevron
CVX

Overview Fund Activity

1,773 hedge funds and large institutions have $144B invested in Chevron in 2014 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 710 increasing their positions, 767 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,773
Holders Change
-19
Holders Change %
-1.06%
% of All Funds
51.48%
Holding in Top 10
294
Holding in Top 10 Change
-105
Holding in Top 10 Change %
-26.32%
% of All Funds
8.54%
New
55
Increased
710
Reduced
767
Closed
57
Calls
$1.65B
Puts
$1.87B
Net Calls
-$219M
Net Calls Change
-$345M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$698M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.65B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$12.2B
4
RFS
4
Rockefeller Financial Services
New York
$140M
5
CS
5
Credit Suisse
Switzerland
$752M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$1.82B
2
Bank of America
2
Bank of America
North Carolina
$1.47B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$5.54B
4
First Eagle Investment Management
4
First Eagle Investment Management
New York
$120K
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.09B
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
1576
Ashford Capital Management
Delaware
$390K – – –
AAM
1577
Azzad Asset Management
Virginia
$389K +$25.1K +210 +7%
DGI
1578
Disciplined Growth Investors
Minnesota
$388K – – –
HF
1579
Hoxton Financial
West Virginia
$384K +$3.46K +29 +0.9%
CCB
1580
Cutter & Co Brokerage
Missouri
$376K -$25.9K -217 -6%
BHB
1581
Bank Hapoalim BM
Israel
$376K – – –
NA
1582
NSB Advisors
New York
$372K -$97.5K -816 -21%
FA
1583
FCG Advisors
New Jersey
$372K +$16.9K +139 +5%
PWAG
1584
Polaris Wealth Advisory Group
California
$371K -$34.9K -293 -9%
CIC
1585
Chase Investment Counsel
Virginia
$371K – – –
CPS
1586
Counsel Portfolio Services
Ontario, Canada
$370K – – –
Harris Associates
1587
Harris Associates
Illinois
$366K -$23.9K -200 -6%
BC
1588
Barnett & Company
Tennessee
$366K +$22.3K +187 +6%
SFA
1589
Sequoia Financial Advisors
Ohio
$365K +$28.7K +240 +9%
CPA
1590
Court Place Advisors
Maryland
$364K – – –
BCM
1591
Breithorn Capital Management
New York
$362K – – –
ACS
1592
Archford Capital Strategies
Illinois
$361K -$352K -2,950 -49%
ZF
1593
Zhang Financial
Michigan
$360K -$79.4K -665 -18%
FWC
1594
First Washington Corp
Washington
$358K -$597K -5,000 -63%
BPGAM
1595
BTG Pactual Global Asset Management
Bermuda
$358K +$358K +3,004 New
WPW
1596
Waldron Private Wealth
Pennsylvania
$356K -$58.9K -494 -14%
PWS
1597
Peloton Wealth Strategists
Indiana
$356K +$121K +1,016 +52%
NERM
1598
New England Research & Management
Illinois
$355K -$385K -3,225 -52%
CWM
1599
Confluence Wealth Management
Oregon
$352K -$320K -2,675 -48%
Capstone Investment Advisors
1600
Capstone Investment Advisors
New York
$352K +$352K +2,957 New
62 63
64
65 66