CVX icon

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 %
CL
1726
Croft-Leominster
Maryland
$413K -$361K -3,516 Closed
BRC
1727
Bell Rock Capital
Delaware
$411K +$411K +3,483 New
MC
1728
Matisse Capital
Oregon
$410K -$22.1K -188 -5%
CP
1729
Camelot Portfolios
Ohio
$407K -$9.17K -78 -2%
AIA
1730
AIMZ Investment Advisors
California
$403K -$36.1K -307 -8%
TAM
1731
Timucuan Asset Management
Florida
$403K – – –
CGL
1732
Clarius Group LLC
Washington
$400K – – –
SFG
1733
Sather Financial Group
Texas
$399K – – –
BMCM
1734
Bryn Mawr Capital Management
Pennsylvania
$398K +$398K +3,380 New
GWM
1735
GSB Wealth Management
Connecticut
$393K +$393K +3,335 New
FIM
1736
Fernwood Investment Management
Massachusetts
$392K -$14K -119 -3%
HFA
1737
High Falls Advisors
New York
$392K +$21.7K +184 +6%
KP
1738
Keel Point
Alabama
$392K +$73.5K +625 +23%
RFM
1739
Royal Fund Management
Florida
$392K +$392K +3,337 New
CCA
1740
Conestoga Capital Advisors
Pennsylvania
$385K – – –
EDRIA
1741
Edmonds Duncan Registered Investment Advisors
Kansas
$385K +$235 +2 +0.1%
NAM
1742
North American Management
Massachusetts
$384K -$73.8K -627 -16%
AC
1743
Alexandria Capital
Virginia
$382K +$118 +1 +0%
CAM
1744
Covenant Asset Management
New Jersey
$381K +$381K +3,238 New
JCM
1745
Jacobi Capital Management
Pennsylvania
$380K -$164K -1,410 -30%
ACM
1746
Armbruster Capital Management
New York
$379K – – –
GC
1747
Garde Capital
Washington
$376K -$1.13M -9,584 -75%
ICM
1748
IMS Capital Management
Oregon
$375K +$235 +2 +0.1%
DOA
1749
D'Orazio & Associates
Virginia
$374K +$236 +2 +0.1%
I2I
1750
Insight 2811 Inc
Illinois
$374K +$57.8K +491 +18%
68 69
70
71 72