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Chevron
CVX

Overview Fund Activity

1,858 hedge funds and large institutions have $134B invested in Chevron in 2014 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 773 increasing their positions, 727 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,858
Holders Change
+85
Holders Change %
+4.79%
% of All Funds
49.59%
Holding in Top 10
210
Holding in Top 10 Change
-84
Holding in Top 10 Change %
-28.57%
% of All Funds
5.6%
New
179
Increased
773
Reduced
727
Closed
78
Calls
$1.92B
Puts
$2.15B
Net Calls
-$240M
Net Calls Change
-$20.4M

Top Buyers

1
State Street
State Street
Massachusetts
+$737M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$439M
3
BFA
BlackRock Fund Advisors
California
+$288M
4
Dodge & Cox
Dodge & Cox
California
+$203M
5
Morgan Stanley
Morgan Stanley
New York
+$137M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$525M
2
Capital World Investors
Capital World Investors
California
-$474M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$460M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$404M
5
AC
Alleghany Corporation
New York
-$239M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
1751
Vision Capital Management
Oregon
$228K – – –
TB
1752
Terril Brothers
Missouri
$228K +$5.04K +45 +2%
KPCM
1753
Kings Point Capital Management
New York
$226K – – –
SIMM
1754
Stillwater Investment Management (Minnesota)
Minnesota
$226K +$2.25K +20 +1%
ST
1755
Spot Trading
Illinois
$226K +$146K +1,305 +183%
QSS
1756
Quantitative Systematic Strategies
Florida
$224K -$84.4K -748 -27%
BOTOTLSJU
1757
Board of Trustees of The Leland Stanford Junior University
California
$224K – – –
LCM
1758
Lucas Capital Management
New Jersey
$224K – – –
RCWMU
1759
Rothschild & Co Wealth Management (UK)
United Kingdom
$224K – – –
AWA
1760
AmeriServ Wealth Advisors
Pennsylvania
$224K – – –
Westfield Capital Management
1761
Westfield Capital Management
Massachusetts
$224K – – –
AWM
1762
Affinity Wealth Management
Delaware
$224K +$224K +1,999 New
CAMI
1763
Concord Asset Management (Illinois)
Illinois
$221K – – –
MCMT
1764
Moon Capital Management (Tennessee)
Tennessee
$221K – – –
CA
1765
Corrado Advisors
New Jersey
$220K +$16.8K +150 +8%
IP
1766
Isthmus Partners
Wisconsin
$217K +$217K +1,931 New
MAS
1767
Madden Advisory Services
Florida
$215K – – –
FNYS
1768
First New York Securities
New York
$210K +$210K +1,875 New
LFG
1769
LifePlan Financial Group
Ohio
$209K – – –
TT
1770
Tiedemann Trust
Delaware
$209K – – –
SAM
1771
Sequent Asset Management
Texas
$209K +$209K +1,861 New
FWSM
1772
First Wilshire Securities Management
California
$208K – – –
MCM
1773
MV Capital Management
Maryland
$206K +$206K +1,833 New
PL
1774
Plancorp LLC
Missouri
$205K -$996K -8,866 -83%
BAAM
1775
Baker Avenue Asset Management
California
$205K +$205K +1,827 New
69 70
71
72 73