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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 %
AC
1676
Addison Capital
Pennsylvania
$433K +$522 +5 +0.1%
IDBONY
1677
Israel Discount Bank of New York
New York
$431K -$35K -336 -8%
SIM
1678
SSI Investment Management
California
$430K -$7.01K -67 -2%
WIM
1679
Westside Investment Management
California
$430K -$10.3K -100 -2%
HH
1680
HWG Holdings
Texas
$429K -$1.56K -15 -0.4%
LAM
1681
Lingohr Asset Management
Germany
$429K – – –
AAM
1682
American Asset Management
Florida
$427K -$39.2K -375 -8%
SC
1683
Saturna Capital
Washington
$427K -$10.4K -100 -2%
EBSAM
1684
Eubel Brady & Suttman Asset Management
Ohio
$427K +$5.74K +55 +1%
CFSG
1685
Community Financial Services Group
Vermont
$424K -$152K -1,455 -26%
CAM
1686
ClariVest Asset Management
California
$423K -$19.9M -191,160 -98%
KBG
1687
Kahn Brothers Group
New York
$422K -$31.3K -300 -7%
SIG
1688
Schaller Investment Group
North Carolina
$420K – – –
RFM
1689
Royal Fund Management
Florida
$420K +$43.8K +420 +12%
FM
1690
Family Management
New York
$419K – – –
BRC
1691
Bell Rock Capital
Delaware
$419K +$8.73K +84 +2%
RVPG
1692
Relative Value Partners Group
$417K -$164K -1,575 -28%
NGA
1693
Naples Global Advisors
Florida
$417K -$13.5K -129 -3%
PAS
1694
Professional Advisory Services
Florida
$417K – – –
GC
1695
Gruss & Co
Florida
$417K – – –
PHAM
1696
Palisades Hudson Asset Management
Florida
$413K – – –
CWM
1697
Circle Wealth Management
New Jersey
$412K +$100K +962 +32%
TCM
1698
Texan Capital Management
Texas
$410K -$990K -9,482 -71%
SAM
1699
Security Asset Management
New York
$409K – – –
FA
1700
FCG Advisors
New Jersey
$408K +$1.57K +15 +0.4%
66 67
68
69 70