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Chevron
CVX

Overview Fund Activity

1,763 hedge funds and large institutions have $143B invested in Chevron in 2014 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 737 increasing their positions, 764 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,763
Holders Change
-20
Holders Change %
-1.12%
% of All Funds
50.95%
Holding in Top 10
357
Holding in Top 10 Change
-53
Holding in Top 10 Change %
-12.93%
% of All Funds
10.32%
New
76
Increased
737
Reduced
764
Closed
80
Calls
$1.73B
Puts
$1.17B
Net Calls
+$567M
Net Calls Change
+$475M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$5.31B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$4.82B
3
Franklin Resources
Franklin Resources
California
$2.51B
4
AC
Alleghany Corporation
New York
$238M
5
NFA
Nationwide Fund Advisors
Ohio
$166M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$11.6B
2
Capital World Investors
Capital World Investors
California
$3.71B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.79B
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.16B
5
State Street
State Street
Massachusetts
$11.9B
Name Holding Trade Value Shares
Change 		Shares
Change %
MVIP
1601
Mar Vista Investment Partners
California
$343K – – –
NPPM
1602
North Point Portfolio Managers
Ohio
$342K – – –
BC
1603
Barnett & Company
Tennessee
$342K +$2.14K +18 +0.6%
CFA
1604
Capstone Financial Advisors
Illinois
$339K -$167K -1,405 -33%
LWM
1605
Lenox Wealth Management
Ohio
$339K -$65K -546 -16%
MWM
1606
Merriman Wealth Management
Washington
$336K +$336K +2,624 New
NGA
1607
Naples Global Advisors
Florida
$335K +$112K +941 +50%
HP
1608
HT Partners
Connecticut
$332K -$1.54M -12,906 -82%
SAM
1609
Strategy Asset Managers
California
$331K +$475 +4 +0.1%
MCM
1610
Marathon Capital Management
Maryland
$329K +$119 +1 +0%
PO
1611
Private Ocean
California
$327K +$269K +2,260 +461%
FA
1612
FCG Advisors
New Jersey
$326K -$42.7K -359 -12%
GIM
1613
Greystone Investment Management
Ohio
$325K +$135K +1,137 +71%
CCM
1614
Carlson Capital Management
Minnesota
$324K -$120K -1,004 -27%
SEC
1615
Seven Eight Capital
New York
$321K +$321K +2,700 New
SSI
1616
Scott & Selber Inc
Texas
$318K – – –
AIA
1617
Arbor Investment Advisors
North Carolina
$317K +$317K +2,667 New
TF
1618
Trutina Financial
Washington
$315K +$7.85K +66 +3%
AC
1619
Alexandria Capital
Virginia
$309K -$20.4K -172 -6%
JFG
1620
JMG Financial Group
Illinois
$307K – – –
MFP
1621
Mosaic Financial Partners
California
$307K +$307K +2,583 New
Rafferty Asset Management
1622
Rafferty Asset Management
New York
$306K -$2.61K -22 -0.8%
NCMW
1623
Northern Capital Management (Wisconsin)
Wisconsin
$306K +$36.9K +310 +14%
MSU
1624
Maple Securities USA
New Jersey
$305K -$27.6K -232 -8%
YMRC
1625
Yorktown Management & Research Company
Virginia
$303K +$29.7K +250 +11%
63 64
65
66 67