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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 %
CCM
1601
Compass Capital Management
Minnesota
$548K – – –
FWCM
1602
First Western Capital Management
California
$547K -$143K -1,367 -21%
AIM
1603
Assured Investment Management
New York
$545K -$276K -2,643 -34%
HI
1604
Horizon Investments
North Carolina
$543K +$543K +5,123 New
ARMT
1605
Amica Retiree Medical Trust
Rhode Island
$542K – – –
JIP
1606
Jaffetilchin Investment Partners
Florida
$541K -$242K -2,321 -31%
JFA
1607
JNBA Financial Advisors
Minnesota
$540K – – –
VIA
1608
Vantage Investment Advisors
Pennsylvania
$535K -$24.8K -238 -4%
BT
1609
Brandywine Trust
Delaware
$535K – – –
TCM
1610
Tradewinds Capital Management
Washington
$534K -$7.62K -73 -1%
JWM
1611
Jacobus Wealth Management
Wisconsin
$533K – – –
SS
1612
Sunbelt Securities
Texas
$526K -$12.5K -120 -2%
AFIA
1613
America First Investment Advisors
Nebraska
$525K – – –
MBA
1614
McQueen Ball & Associates
Pennsylvania
$524K -$46.9K -450 -8%
UFG
1615
United Fire Group
Iowa
$522K – – –
KF
1616
Krilogy Financial
Missouri
$521K -$83.8K -804 -14%
PG
1617
Proffitt & Goodson
Tennessee
$521K +$521K +4,993 New
FC
1618
Fayerweather Charles
$518K – – –
ACM
1619
Alta Capital Management
Utah
$516K -$4.9K -47 -0.9%
MA
1620
MCF Advisors
Kentucky
$513K -$79.7K -764 -13%
HC
1621
Hawkins Capital
Texas
$511K – – –
CCG
1622
Chatham Capital Group
Georgia
$509K -$25.2K -242 -5%
VWA
1623
V Wealth Advisors
Kansas
$508K -$122K -1,179 -19%
PAS
1624
Park Avenue Securities
New York
$502K +$502K +4,676 New
III
1625
Independent Investors Inc
New York
$500K – – –
63 64
65
66 67