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Chevron
CVX

Overview Fund Activity

1,842 hedge funds and large institutions have $111B invested in Chevron in 2016 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 890 increasing their positions, 684 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,842
Holders Change
+3
Holders Change %
+0.16%
% of All Funds
49.16%
Holding in Top 10
145
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+28.32%
% of All Funds
3.87%
New
93
Increased
890
Reduced
684
Closed
70
Calls
$2.04B
Puts
$2.34B
Net Calls
-$301M
Net Calls Change
+$482M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$11.6B
2
BA
2
BlackRock Advisors
Delaware
$703M
3
Goldman Sachs
3
Goldman Sachs
New York
$664M
4
AAMU
4
Amundi Asset Management US
Massachusetts
$431M
5
Swiss National Bank
5
Swiss National Bank
Switzerland
$447M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.69B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$4.73B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.1B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.46B
5
IC
5
Institutional Capital
Illinois
$295M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
1751
Marathon Capital Management
Maryland
$212K +$212K +2,219 New
DA
1752
Dillon & Associates
Michigan
$212K +$212K +2,233 New
KA
1753
Klingman & Associates
New York
$211K – – –
JGIA
1754
Jackson Grant Investment Advisers
Connecticut
$207K +$143K +1,500 +225%
SAM
1755
Sequent Asset Management
Texas
$207K +$207K +2,161 New
MCMT
1756
Moon Capital Management (Tennessee)
Tennessee
$207K +$207K +2,168 New
TAM
1757
Trillium Asset Management
Massachusetts
$206K +$206K +2,155 New
DM
1758
Diker Management
New York
$206K +$206K +2,156 New
WCWM
1759
Wooster Corthell Wealth Management
Connecticut
$202K +$202K +2,117 New
CS
1760
Cannell & Spears
New York
$200K -$33.3K -350 -14%
PMG
1761
Private Management Group
California
$200K +$200K +2,100 New
SA
1762
SRH Advisors
Kansas
$196K – – –
PSC
1763
Prentiss Smith & Co
Vermont
$191K -$38.1K -400 -17%
FPTW
1764
Franklin, Parlapiano, Turner & Welch
Texas
$191K – – –
ED
1765
Exane Derivatives
France
$190K +$69.3K +726 +57%
AIS
1766
Accurate Investment Solutions
Pennsylvania
$188K +$105K +1,099 +126%
CK
1767
Carnick & Kubik
Colorado
$188K +$188K +1,973 New
IP
1768
Isthmus Partners
Wisconsin
$179K – – –
JAM
1769
JCIC Asset Management
Ontario, Canada
$174K – – –
MS
1770
Marshall & Sullivan
Washington
$174K +$6.77K +71 +4%
LWM
1771
Lenox Wealth Management
Ohio
$170K +$14.9K +156 +10%
JWBC
1772
John W. Bristol & Co
New York
$165K – – –
SIG
1773
Stanford Investment Group
California
$159K – – –
TFO
1774
Tarbox Family Office
California
$142K +$9.45K +99 +7%
CCMW
1775
Cypress Capital Management (Wyoming)
Wyoming
$138K +$19.1K +200 +16%
69 70
71
72 73