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Chevron
CVX

Overview Fund Activity

2,010 hedge funds and large institutions have $129B invested in Chevron in 2017 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 795 increasing their positions, 887 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,010
Holders Change
+21
Holders Change %
+1.06%
% of All Funds
50.11%
Holding in Top 10
138
Holding in Top 10 Change
-115
Holding in Top 10 Change %
-45.45%
% of All Funds
3.44%
New
115
Increased
795
Reduced
887
Closed
74
Calls
$1.49B
Puts
$2.07B
Net Calls
-$575M
Net Calls Change
+$451M

Top Buyers

1
BlackRock
BlackRock
New York
+$12.7B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$497M
3
UBS Group
UBS Group
Switzerland
+$285M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$198M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$195M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$963M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$780M
3
O
OppenheimerFunds
New York
-$352M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$302M
5
Lazard Asset Management
Lazard Asset Management
New York
-$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
1601
Sterling Investment Management
Arizona
$589K -$663K -6,177 -53%
IP
1602
Investment Partners
Ohio
$587K -$106K -985 -15%
RPA
1603
Rock Point Advisors
Vermont
$587K – – –
MFW
1604
Meristem Family Wealth
Minnesota
$585K -$69.6K -648 -11%
VAIA
1605
Virtus Alternative Investment Advisers
Connecticut
$585K – – –
FAG
1606
Financial Advisory Group
Texas
$584K -$215K -2,002 -27%
MC
1607
Mathes Company
New York
$580K +$32.2K +300 +6%
LJAC
1608
L.J. Altfest & Co
New York
$579K -$9.46K -88 -2%
VIA
1609
Vantage Investment Advisors
Pennsylvania
$577K -$139K -1,289 -19%
RHJA
1610
Rice Hall James & Associates
California
$577K – – –
RGC
1611
Roberts, Glore & Co
Illinois
$575K -$46.7K -435 -8%
CBA
1612
Coastal Bridge Advisors
Connecticut
$572K -$52.6K -490 -8%
ANTB
1613
AMG National Trust Bank
Colorado
$571K -$17.9K -167 -3%
WIC
1614
Wilkins Investment Counsel
Massachusetts
$565K – – –
YWP
1615
YorkBridge Wealth Partners
New York
$563K -$20.7K -196 -4%
CCM
1616
Compass Capital Management
Minnesota
$563K – – –
RIM
1617
Rampart Investment Management
Connecticut
$562K +$562K +5,237 New
BFPW
1618
BOK Financial Private Wealth
Colorado
$559K +$559K +5,203 New
ARMT
1619
Amica Retiree Medical Trust
Rhode Island
$558K – – –
TCM
1620
Tradewinds Capital Management
Washington
$557K -$7.41K -69 -1%
JFA
1621
JNBA Financial Advisors
Minnesota
$556K -$13.4K -125 -2%
SS
1622
Sunbelt Securities
Texas
$554K +$2.58K +24 +0.5%
1832 Asset Management
1623
1832 Asset Management
Ontario, Canada
$551K -$5.19M -48,237 -90%
BT
1624
Brandywine Trust
Delaware
$551K – – –
CCG
1625
Chatham Capital Group
Georgia
$551K +$21.5K +200 +4%
63 64
65
66 67