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Chevron
CVX

Overview Fund Activity

1,839 hedge funds and large institutions have $106B invested in Chevron in 2015 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 640 increasing their positions, 870 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,839
Holders Change
+76
Holders Change %
+4.31%
% of All Funds
48.29%
Holding in Top 10
113
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+41.25%
% of All Funds
2.97%
New
166
Increased
640
Reduced
870
Closed
66
Calls
$1.84B
Puts
$2.62B
Net Calls
-$783M
Net Calls Change
-$733M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$4.95B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.42B
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$433M
4
State Street
State Street
Massachusetts
$9.79B
5
Ameriprise
Ameriprise
Minnesota
$1.26B

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$2.66M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$4.41B
3
AAM
Aberdeen Asset Management
United Kingdom
$171M
4
Franklin Resources
Franklin Resources
California
$2.38B
5
SG Americas Securities
SG Americas Securities
New York
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHJ
1726
Sharkey, Howes & Javer
Colorado
$229K – – –
BRA
1727
Bender Robert & Associates
California
$228K -$2.25K -25 -1%
CAM
1728
Concorde Asset Management
Michigan
$226K -$32K -355 -12%
BHTS
1729
Bar Harbor Trust Services
Maine
$225K +$225K +2,504 New
KPCM
1730
Kings Point Capital Management
New York
$224K – – –
DWM
1731
Dakota Wealth Management
Florida
$224K +$224K +2,488 New
LSA
1732
L & S Advisors
California
$223K +$223K +2,475 New
MMA
1733
Miracle Mile Advisors
California
$223K +$223K +2,477 New
VFP
1734
Verus Financial Partners
Virginia
$222K +$222K +2,470 New
CRB
1735
Chad R. Baker
$222K +$222K +2,472 New
EWM
1736
Evermay Wealth Management
Virginia
$220K -$79.7K -887 -27%
NPT
1737
Nixon Peabody Trust
Massachusetts
$220K +$220K +2,443 New
CS
1738
Cannell & Spears
New York
$220K +$220K +2,450 New
SAM
1739
Strategy Asset Managers
California
$218K -$39.5K -439 -15%
GC
1740
Gibson Capital
Pennsylvania
$218K +$218K +2,473 New
PSC
1741
Prentiss Smith & Co
Vermont
$217K -$20.3K -225 -9%
DWM
1742
Dorchester Wealth Management
Quebec, Canada
$216K – – –
CAL
1743
Capital Analysts LLC
Pennsylvania
$215K -$258K -2,868 -55%
VIA
1744
Vident Investment Advisory
Georgia
$210K +$98.4K +1,096 +88%
MGIA
1745
Moneta Group Investment Advisors
Missouri
$204K -$228K -2,535 -53%
WCM Investment Management
1746
WCM Investment Management
California
$202K -$152K -1,689 -43%
HCA
1747
Horan Capital Advisors
Ohio
$200K +$200K +2,227 New
IWA
1748
Intercontinental Wealth Advisors
Texas
$200K +$200K +2,228 New
KA
1749
Klingman & Associates
New York
$199K -$3.43K -38 -2%
BIM
1750
Barton Investment Management
Pennsylvania
$188K +$188K +2,088 New
68 69
70
71 72