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Chevron
CVX

Overview Fund Activity

1,763 hedge funds and large institutions have $143B invested in Chevron in 2014 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 737 increasing their positions, 764 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,763
Holders Change
-20
Holders Change %
-1.12%
% of All Funds
50.95%
Holding in Top 10
357
Holding in Top 10 Change
-53
Holding in Top 10 Change %
-12.93%
% of All Funds
10.32%
New
76
Increased
737
Reduced
764
Closed
80
Calls
$1.73B
Puts
$1.17B
Net Calls
+$567M
Net Calls Change
+$475M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$5.31B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$4.82B
3
Franklin Resources
3
Franklin Resources
California
$2.51B
4
AC
4
Alleghany Corporation
New York
$238M
5
NFA
5
Nationwide Fund Advisors
Ohio
$166M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$11.6B
2
Capital World Investors
2
Capital World Investors
California
$3.71B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.79B
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.16B
5
State Street
5
State Street
Massachusetts
$11.9B
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
1676
Regal Investment Advisors
Michigan
$223K +$124K +1,042 +126%
LFG
1677
LifePlan Financial Group
Ohio
$222K +$24.3K +204 +12%
KCPG
1678
Kavar Capital Partners Group
Kansas
$220K -$2.02K -17 -0.9%
FWSM
1679
First Wilshire Securities Management
California
$220K +$220K +1,850 New
NCM
1680
Noesis Capital Mangement
Florida
$219K -$40K -336 -15%
KFA
1681
Kays Financial Advisory
Georgia
$219K +$219K +1,845 New
RCP
1682
Rothschild Capital Partners
New York
$217K – – –
KIA
1683
King Investment Advisors
Texas
$216K -$7.14K -60 -3%
BCA
1684
Bernzott Capital Advisors
California
$216K – – –
RHBC
1685
R.H. Bluestein & Co
Michigan
$216K – – –
Cohen & Steers
1686
Cohen & Steers
New York
$214K -$73.8M -620,783 -100%
SSG
1687
Summit Securities Group
New York
$214K -$428K -3,600 -67%
MAS
1688
Madden Advisory Services
Florida
$214K -$50.9K -428 -19%
TIP
1689
Torray Investment Partners
Maryland
$214K – – –
LCM
1690
Lucas Capital Management
New Jersey
$214K – – –
VNB
1691
Valley National Bancorp
New York
$210K -$697K -5,862 -77%
BFA
1692
Beaumont Financial Advisors
Massachusetts
$210K -$95.3K -800 -31%
EBSAM
1693
Eubel Brady & Suttman Asset Management
Ohio
$209K +$7.36K +62 +4%
GA
1694
GFS Advisors
Texas
$209K +$209K +1,759 New
FPTW
1695
Franklin, Parlapiano, Turner & Welch
Texas
$208K +$8.93K +75 +4%
MWM
1696
Modera Wealth Management
New Jersey
$205K -$318K -2,678 -61%
JWBC
1697
John W. Bristol & Co
New York
$205K – – –
TCM
1698
Tetrem Capital Management
Manitoba, Canada
$205K +$32.5K +274 +19%
EWM
1699
Elite Wealth Management
Washington
$202K -$217K -1,825 -52%
BC
1700
Balestra Capital
New York
$202K – – –
66 67
68
69 70