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Chevron
CVX

Overview Fund Activity

1,989 hedge funds and large institutions have $142B invested in Chevron in 2016 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 744 increasing their positions, 828 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,989
Holders Change
+118
Holders Change %
+6.31%
% of All Funds
49.8%
Holding in Top 10
253
Holding in Top 10 Change
+89
Holding in Top 10 Change %
+54.27%
% of All Funds
6.33%
New
207
Increased
744
Reduced
828
Closed
57
Calls
$2.33B
Puts
$3.36B
Net Calls
-$1.03B
Net Calls Change
-$1.52B

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$530M
2
Morgan Stanley
Morgan Stanley
New York
+$441M
3
State Street
State Street
Massachusetts
+$438M
4
Capital World Investors
Capital World Investors
California
+$363M
5
Asset Management One
Asset Management One
Japan
+$355M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$510M
2
MTB
Mizuho Trust & Banking
Japan
-$309M
3
CS
Credit Suisse
Switzerland
-$276M
4
Wells Fargo
Wells Fargo
California
-$248M
5
Deutsche Bank
Deutsche Bank
Germany
-$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
1676
Noesis Capital Mangement
Florida
$480K – – –
IWM
1677
IHT Wealth Management
Illinois
$480K +$480K +4,071 New
FPB
1678
First PREMIER Bank
South Dakota
$477K +$1.53K +13 +0.3%
IWA
1679
Intercontinental Wealth Advisors
Texas
$475K -$5.3K -45 -1%
SIG
1680
Schaller Investment Group
North Carolina
$474K – – –
NGA
1681
Naples Global Advisors
Florida
$473K -$6.36K -54 -1%
FM
1682
Family Management
New York
$473K – – –
EBSAM
1683
Eubel Brady & Suttman Asset Management
Ohio
$473K +$1.65K +14 +0.3%
JSL
1684
JT Stratford LLC
Georgia
$473K +$473K +4,020 New
GC
1685
Gruss & Co
Florida
$471K – – –
PAS
1686
Professional Advisory Services
Florida
$471K – – –
LAM
1687
Lingohr Asset Management
Germany
$471K +$471K +4,000 New
PHAM
1688
Palisades Hudson Asset Management
Florida
$466K – – –
FA
1689
FCG Advisors
New Jersey
$463K -$1.3K -11 -0.3%
HA
1690
Harfst & Associates
Wyoming
$463K +$161K +1,368 +53%
SAM
1691
Security Asset Management
New York
$462K +$23.1K +196 +5%
ACM
1692
Advisors Capital Management
New Jersey
$462K +$163K +1,387 +55%
BCMO
1693
Buckingham Capital Management (Ohio)
Ohio
$460K -$9.78K -83 -2%
VWM
1694
Vector Wealth Management
Minnesota
$460K -$943 -8 -0.2%
NG
1695
Northstar Group
New York
$457K -$6.47K -55 -1%
IC
1696
Iconiq Capital
California
$457K +$126K +1,074 +38%
PAM
1697
Peak Asset Management
Colorado
$455K -$22.5K -191 -5%
SCA
1698
Stuart Chaussee & Associates
California
$455K -$3.53K -30 -0.8%
CBOR
1699
Community Bank of Raymore
Missouri
$454K -$141K -1,200 -24%
AWE
1700
Avidian Wealth Enterprises
Texas
$453K +$135K +1,146 +42%
66 67
68
69 70