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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 %
SIM
1576
Sterling Investment Management
Arizona
$579K +$6.26K +60 +1%
CBA
1577
Coastal Bridge Advisors
Connecticut
$579K +$23.3K +223 +4%
ACP
1578
Aveo Capital Partners
Colorado
$578K -$65.3K -626 -10%
Edgewood Management
1579
Edgewood Management
Connecticut
$577K -$1.25K -12 -0.2%
WI
1580
Wedgewood Investors
Pennsylvania
$576K -$10.4K -100 -2%
SWA
1581
SFMG Wealth Advisors
Texas
$575K -$2.82K -27 -0.5%
GEA
1582
Glen Eagle Advisors
New Jersey
$572K -$17.7K -170 -3%
ACP
1583
Aviance Capital Partners
Florida
$570K -$15.7K -150 -3%
FAG
1584
Financial Advisory Group
Texas
$570K +$2.71K +26 +0.5%
YWP
1585
YorkBridge Wealth Partners
New York
$569K +$82.8K +910 +17%
AAM
1586
Aureus Asset Management
Massachusetts
$568K +$275K +2,641 +94%
CWM
1587
Cedar Wealth Management
California
$567K -$41.7K -400 -7%
WDA
1588
Wendell David Associates
New Hampshire
$565K -$81.5K -781 -13%
SFG
1589
Sather Financial Group
Texas
$564K +$209K +2,000 +59%
HBWM
1590
Hollow Brook Wealth Management
New York
$562K -$25.1K -241 -4%
RHJA
1591
Rice Hall James & Associates
California
$561K – – –
CNB
1592
Camden National Bank
Maine
$560K -$71.1K -681 -11%
RGC
1593
Roberts, Glore & Co
Illinois
$559K – – –
ANTB
1594
AMG National Trust Bank
Colorado
$558K +$2.71K +26 +0.5%
FBFS
1595
First Business Financial Services
Wisconsin
$552K -$22.1K -212 -4%
LJAC
1596
L.J. Altfest & Co
New York
$552K -$9.8K -94 -2%
RPA
1597
Rock Point Advisors
Vermont
$550K -$20.5K -197 -4%
WIC
1598
Wilkins Investment Counsel
Massachusetts
$549K – – –
NPF
1599
Norris Perne & French
Michigan
$548K -$266K -2,552 -33%
VCM
1600
Vigilant Capital Management
Maine
$548K -$27.1K -260 -5%
62 63
64
65 66