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Chevron
CVX

Overview Fund Activity

2,246 hedge funds and large institutions have $159B invested in Chevron in 2018 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 914 increasing their positions, 976 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,246
Holders Change
+39
Holders Change %
+1.77%
% of All Funds
51.49%
Holding in Top 10
216
Holding in Top 10 Change
+60
Holding in Top 10 Change %
+38.46%
% of All Funds
4.95%
New
116
Increased
914
Reduced
976
Closed
54
Calls
$1.9B
Puts
$1.71B
Net Calls
+$197M
Net Calls Change
+$520M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$462M
2
CSIA
Charles Schwab Investment Advisory
California
+$414M
3
Aberdeen Group
Aberdeen Group
United Kingdom
+$379M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$332M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$212M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$736M
2
Franklin Resources
Franklin Resources
California
-$383M
3
Goldman Sachs
Goldman Sachs
New York
-$272M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$200M
5
EVM
Eaton Vance Management
Massachusetts
-$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
1726
Beaumont Financial Advisors
Massachusetts
$675K -$13K -103 -2%
NCM
1727
Northwest Capital Management
Oregon
$675K +$131K +1,040 +24%
NGA
1728
Naples Global Advisors
Florida
$673K +$82.3K +651 +14%
HF
1729
HRT Financial
New York
$673K +$673K +5,331 New
BIM
1730
Baldwin Investment Management
Pennsylvania
$672K +$259K +2,050 +63%
JFA
1731
JNBA Financial Advisors
Minnesota
$671K +$9.74K +77 +1%
CAM
1732
ClariVest Asset Management
California
$671K +$108K +853 +19%
EWM
1733
Evermay Wealth Management
Virginia
$669K -$3.79K -30 -0.6%
IWC
1734
Integrated Wealth Concepts
Massachusetts
$669K +$38.6K +311 +6%
MYIA
1735
Mount Yale Investment Advisors
Colorado
$669K +$90.3K +714 +16%
GLI
1736
Guardian Life Insurance
New York
$668K +$116K +914 +21%
SCA
1737
Stuart Chaussee & Associates
California
$668K +$227K +1,796 +52%
CWM
1738
Cabot Wealth Management
Massachusetts
$666K +$32.1K +254 +5%
PA
1739
Probity Advisors
Texas
$665K -$69.4K -549 -9%
PA
1740
Perennial Advisors
New York
$661K +$23K +182 +4%
BDWM
1741
Brewin Dolphin Wealth Management
Ireland
$655K -$48K -380 -7%
FAN
1742
Financial Advisors Network
California
$654K +$654K +5,173 New
EWF
1743
Epstein & White Financial
California
$653K -$28.9K -229 -4%
NL
1744
NVWM LLC
Pennsylvania
$652K +$63K +498 +11%
Kovitz Investment Group Partners
1745
Kovitz Investment Group Partners
Illinois
$650K -$119K -940 -15%
BT
1746
Brandywine Trust
Delaware
$648K -$63.2K -500 -9%
TFF
1747
The Family Firm
Maryland
$646K -$22.4K -177 -3%
KBG
1748
Kahn Brothers Group
New York
$638K – – –
PP
1749
PDS Planning
Ohio
$638K +$2.78K +22 +0.4%
IIC
1750
Integrated Investment Consultants
Michigan
$636K -$322K -2,546 -34%
68 69
70
71 72