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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 %
GIA
1626
Granite Investment Advisors
New Hampshire
$498K +$4.6K +44 +0.9%
CIP
1627
Capital Insight Partners
Arizona
$493K -$194K -1,859 -28%
CWM
1628
Cabot Wealth Management
Massachusetts
$493K – – –
UF
1629
Univest Financial
Pennsylvania
$492K -$26.2K -251 -5%
SLA
1630
Silver Lake Advisory
Utah
$491K +$7.09K +68 +1%
JCM
1631
Jacobi Capital Management
Pennsylvania
$490K +$79.3K +770 +19%
HHGA
1632
Halbert Hargrove Global Advisors
California
$489K -$5.85K -56 -1%
SCP
1633
Sandhill Capital Partners
New York
$488K +$17.6K +169 +4%
DJSG
1634
D.J. St. Germain
Massachusetts
$482K -$10.4K -100 -2%
ACM
1635
Advisors Capital Management
New Jersey
$482K +$8.55K +82 +2%
BA
1636
Bristol Advisors
Pennsylvania
$480K +$209K +2,000 +77%
ECM
1637
Elgethun Capital Management
South Dakota
$478K -$30.5K -292 -6%
BAM
1638
Brave Asset Management
New Jersey
$477K -$20.9K -200 -4%
CM
1639
CoreCommodity Management
Connecticut
$477K – – –
TFA
1640
Transamerica Financial Advisors
Florida
$476K -$1.27M -12,144 -73%
WMG
1641
WESCAP Management Group
California
$476K – – –
PP
1642
PagnatoKarp Partners
Virginia
$475K -$6.69K -64 -1%
NG
1643
NatWest Group
United Kingdom
$475K – – –
AIM
1644
Advantage Investment Management
Iowa
$475K +$81.6K +782 +21%
ICM
1645
Ionic Capital Management
New York
$475K +$141K +1,350 +42%
MFW
1646
Meristem Family Wealth
Minnesota
$474K -$94K -902 -17%
JCM
1647
Jag Capital Management
Missouri
$474K +$11.5K +110 +2%
Aristotle Capital Management
1648
Aristotle Capital Management
California
$471K -$3.13K -30 -0.7%
BCM
1649
Blume Capital Management
California
$471K +$9.07K +87 +2%
BB
1650
Bell Bank
North Dakota
$469K -$5.32K -51 -1%
64 65
66
67 68