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Chevron
CVX

Overview Fund Activity

1,832 hedge funds and large institutions have $124B invested in Chevron in 2015 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 829 increasing their positions, 744 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,832
Holders Change
-26
Holders Change %
-1.4%
% of All Funds
48.87%
Holding in Top 10
175
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-16.67%
% of All Funds
4.67%
New
71
Increased
829
Reduced
744
Closed
75
Calls
$1.54B
Puts
$1.86B
Net Calls
-$315M
Net Calls Change
-$75.7M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$714M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$580M
3
BFA
BlackRock Fund Advisors
California
+$194M
4
Franklin Resources
Franklin Resources
California
+$180M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$175M

Top Sellers

1
BA
BlackRock Advisors
Delaware
-$375M
2
BTS
BB&T Securities
Virginia
-$366M
3
AIM
abrdn Investment Management
United Kingdom
-$270M
4
APG Asset Management
APG Asset Management
Netherlands
-$220M
5
State Street
State Street
Massachusetts
-$208M
Name Holding Trade Value Shares
Change 		Shares
Change %
NERM
1726
New England Research & Management
Illinois
$228K -$31.4K -300 -12%
MWM
1727
Modera Wealth Management
New Jersey
$227K +$7.56K +72 +3%
NCMW
1728
Northern Capital Management (Wisconsin)
Wisconsin
$226K -$34.2K -325 -13%
DM
1729
Diker Management
New York
$226K – – –
ACM
1730
Ativo Capital Management
Illinois
$226K +$5.15K +49 +2%
MWAN
1731
Mariner Wealth Advisors (NYC)
Kansas
$224K +$224K +2,130 New
JCM
1732
Jag Capital Management
Missouri
$221K -$26.1K -249 -11%
BIM
1733
Barton Investment Management
Pennsylvania
$219K -$7.87K -75 -3%
GC
1734
Gibson Capital
Pennsylvania
$219K – – –
FIM
1735
Freedom Investment Management
Connecticut
$219K +$3.78K +36 +2%
CCB
1736
Cutter & Co Brokerage
Missouri
$218K -$200K -1,910 -48%
FNBOH
1737
First National Bank of Hutchinson
Kansas
$216K -$50K -477 -19%
AI
1738
Accredited Investors
Minnesota
$216K -$7.67K -73 -3%
MS
1739
Marshall & Sullivan
Washington
$215K – – –
SRIM
1740
Saratoga Research & Investment Management
California
$214K – – –
AMG
1741
Asset Management Group
Connecticut
$213K -$11.1K -106 -5%
TB
1742
Terril Brothers
Missouri
$213K -$4.81K -45 -2%
SIMM
1743
Stillwater Investment Management (Minnesota)
Minnesota
$213K +$2.1K +20 +1%
KPCM
1744
Kings Point Capital Management
New York
$212K – – –
CSC
1745
Cove Street Capital
California
$210K -$52.5K -500 -20%
BOTOTLSJU
1746
Board of Trustees of The Leland Stanford Junior University
California
$210K – – –
LCM
1747
Lucas Capital Management
New Jersey
$210K – – –
RCWMU
1748
Rothschild & Co Wealth Management (UK)
United Kingdom
$210K – – –
GC
1749
Gruss & Co
Florida
$210K +$210K +2,000 New
AWM
1750
Affinity Wealth Management
Delaware
$209K – – –
68 69
70
71 72