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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 %
PAS
1576
Professional Advisory Services
Florida
$420K – – –
SOAMC
1577
Spirit of America Management Corp
New York
$420K – – –
WA
1578
WESPAC Advisors
California
$417K +$417K +3,972 New
Manulife (Manufacturers Life Insurance)
1579
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$415K +$1.29K +12,261 +0.3%
WCWM
1580
Wooster Corthell Wealth Management
Connecticut
$412K – – –
EWM
1581
Elite Wealth Management
Washington
$410K – – –
BFPW
1582
BOK Financial Private Wealth
Colorado
$409K -$124K -1,185 -23%
IWC
1583
Integrated Wealth Counsel
California
$409K – – –
CCA
1584
Conestoga Capital Advisors
Pennsylvania
$407K -$31.5K -300 -7%
BCA
1585
Bray Capital Advisors
Florida
$406K -$3.14K -30 -0.8%
AIM
1586
Advantage Investment Management
Iowa
$406K +$49.7K +473 +14%
WPW
1587
Waldron Private Wealth
Pennsylvania
$406K +$90.8K +864 +29%
SFM
1588
Signature Financial Management
Virginia
$402K -$47.8K -456 -11%
PGA
1589
Portland Global Advisors
Maine
$402K – – –
CAM
1590
Concorde Asset Management
Michigan
$402K +$124K +1,177 +44%
SC
1591
Saybrook Capital
North Carolina
$401K – – –
BL
1592
Balentine LLC
Georgia
$401K +$401K +3,822 New
MSFP
1593
Mark Sheptoff Financial Planning
Connecticut
$400K +$126K +1,204 +46%
WMC
1594
Westwood Management Corporation
Illinois
$399K – – –
DJSG
1595
D.J. St. Germain
Massachusetts
$398K – – –
EBSAM
1596
Eubel Brady & Suttman Asset Management
Ohio
$398K +$398K +3,793 New
AWM
1597
Avior Wealth Management
Nebraska
$396K +$153K +1,453 +63%
CPA
1598
Court Place Advisors
Maryland
$394K +$42K +400 +12%
SFM
1599
Signet Financial Management
New Jersey
$393K -$260K -2,479 -40%
GIM
1600
Greylin Investment Management
Virginia
$393K – – –
62 63
64
65 66