CVX icon

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 %
SAM
1601
Security Asset Management
New York
$392K – – –
CG
1602
Caprock Group
Idaho
$391K – – –
CCM
1603
Carlson Capital Management
Minnesota
$391K +$315 +3 +0.1%
VWM
1604
Vector Wealth Management
Minnesota
$390K -$4.31K -41 -1%
HJGA
1605
Hardman Johnston Global Advisors
Connecticut
$389K – – –
ACA
1606
Anchor Capital Advisors
Massachusetts
$388K -$41.8K -398 -10%
CFA
1607
Capstone Financial Advisors
Illinois
$388K +$93.8K +894 +32%
CHJWM
1608
Carlton Hofferkamp & Jenks Wealth Management
Texas
$387K +$387K +3,686 New
Rafferty Asset Management
1609
Rafferty Asset Management
New York
$386K +$143K +1,364 +59%
FAM
1610
Fenimore Asset Management
New York
$385K – – –
MSTVIM
1611
Messner & Smith Theme Value Investment Management
California
$384K +$839 +8 +0.2%
LK
1612
Lumbard & Kellner
New Hampshire
$382K – – –
SAMT
1613
Select Asset Management & Trust
Pennsylvania
$377K +$105K +1,000 +39%
FIM
1614
Fernwood Investment Management
Massachusetts
$373K – – –
NCM
1615
Noesis Capital Mangement
Florida
$372K -$54.5K -519 -13%
IT
1616
Independence Trust
Tennessee
$370K – – –
SIC
1617
SFE Investment Counsel
California
$367K -$30.9K -295 -8%
TCM
1618
Tributary Capital Management
Nebraska
$367K +$1.05K +10 +0.3%
TC
1619
Telemus Capital
Michigan
$367K +$5.46K +52 +2%
W
1620
Wealthfront
California
$367K +$120K +1,146 +49%
CL
1621
Croft-Leominster
Maryland
$366K +$2.62K +25 +0.7%
TCM
1622
Texan Capital Management
Texas
$362K – – –
DA
1623
Dillon & Associates
Michigan
$362K +$11.5K +110 +3%
SRCM
1624
Swift Run Capital Management
Virginia
$362K +$362K +3,448 New
FSA
1625
Financial Sense Advisors
California
$360K -$18.4K -175 -5%
63 64
65
66 67