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Chevron
CVX

Overview Fund Activity

1,773 hedge funds and large institutions have $144B invested in Chevron in 2014 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 710 increasing their positions, 767 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,773
Holders Change
-19
Holders Change %
-1.06%
% of All Funds
51.48%
Holding in Top 10
294
Holding in Top 10 Change
-105
Holding in Top 10 Change %
-26.32%
% of All Funds
8.54%
New
55
Increased
710
Reduced
767
Closed
57
Calls
$1.65B
Puts
$1.87B
Net Calls
-$219M
Net Calls Change
-$345M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$698M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.65B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$12.2B
4
RFS
4
Rockefeller Financial Services
New York
$140M
5
CS
5
Credit Suisse
Switzerland
$752M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$1.82B
2
Bank of America
2
Bank of America
North Carolina
$1.47B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$5.54B
4
First Eagle Investment Management
4
First Eagle Investment Management
New York
$120K
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.09B
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
1626
Lenox Wealth Management
Ohio
$301K -$3.82K -32 -1%
FWM
1627
Focused Wealth Management
New York
$300K +$61.5K +515 +26%
EWM
1628
Elite Wealth Management
Washington
$299K +$95.6K +800 +47%
CIC
1629
Cornercap Investment Counsel
Georgia
$299K +$299K +2,507 New
CSC
1630
Cove Street Capital
California
$298K – – –
SAM
1631
Strategy Asset Managers
California
$296K -$17.3K -145 -6%
LCS
1632
Levin Capital Strategies
New York
$293K -$31.8M -266,150 -99%
PAM
1633
Pope Asset Management
Tennessee
$286K – – –
GSC
1634
Ground Swell Capital
South Carolina
$286K +$31.2K +262 +12%
SIP
1635
Stoneridge Investment Partners
Pennsylvania
$285K -$6.02M -50,389 -95%
TIM
1636
Tortoise Investment Management
New York
$285K – – –
WA
1637
WESPAC Advisors
California
$284K +$284K +2,377 New
HP
1638
HT Partners
Connecticut
$283K -$8.73K -74 -3%
SCP
1639
Syntal Capital Partners
Texas
$279K -$54.7K -459 -16%
TF
1640
Trutina Financial
Washington
$279K -$29.4K -246 -10%
Victory Capital Management
1641
Victory Capital Management
Texas
$274K – – –
VFP
1642
Verus Financial Partners
Virginia
$273K +$358 +3 +0.1%
OCM
1643
Oakwood Capital Management
California
$273K +$273K +2,290 New
PSC
1644
Prentiss Smith & Co
Vermont
$271K – – –
LFR
1645
Lehman Financial Resources
Pennsylvania
$270K – – –
MWM
1646
Modera Wealth Management
New Jersey
$269K -$18K -151 -6%
AIM
1647
Arcadia Investment Management
Michigan
$269K – – –
MFP
1648
Mosaic Financial Partners
California
$268K – – –
RIA
1649
Regal Investment Advisors
Michigan
$267K -$54.3K -455 -17%
OC
1650
Oppenheimer & Close
New York
$266K – – –
64 65
66
67 68