CVX icon

Chevron
CVX

Overview Fund Activity

1,876 hedge funds and large institutions have $126B invested in Chevron in 2016 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 764 increasing their positions, 797 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,876
Holders Change
+34
Holders Change %
+1.85%
% of All Funds
50.13%
Holding in Top 10
187
Holding in Top 10 Change
+42
Holding in Top 10 Change %
+28.97%
% of All Funds
5%
New
106
Increased
764
Reduced
797
Closed
52
Calls
$2.33B
Puts
$2.53B
Net Calls
-$196M
Net Calls Change
+$105M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.49B
2
Macquarie Group
2
Macquarie Group
Australia
$1.48B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$13.1B
4
BFA
4
BlackRock Fund Advisors
California
$3.42B
5
JFL
5
Jarislowsky, Fraser Ltd
Quebec, Canada
$222M

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$66.8M
2
Franklin Resources
2
Franklin Resources
California
$2.11B
3
IC
3
Institutional Capital
Illinois
$0
4
BA
4
BlackRock Advisors
Delaware
$565M
5
CCM
5
Causeway Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1751
Modera Wealth Management
New Jersey
$238K -$44.1K -421 -16%
LPT
1752
Legacy Private Trust
Wisconsin
$236K -$42K -400 -15%
DA
1753
Dillon & Associates
Michigan
$234K – – –
RDM
1754
Retirement Design & Management
Connecticut
$234K +$234K +2,229 New
MCM
1755
Marathon Capital Management
Maryland
$233K +$105 +1 +0%
PMG
1756
Private Management Group
California
$233K +$13K +124 +6%
SGS
1757
Sterling Global Strategies
California
$232K -$31.4K -300 -12%
KA
1758
Klingman & Associates
New York
$231K – – –
CFC
1759
Coyle Financial Counsel
Illinois
$230K +$230K +2,190 New
LWA
1760
Lebenthal Wealth Advisors
New York
$230K +$230K +2,198 New
JGIA
1761
Jackson Grant Investment Advisers
Connecticut
$229K +$2.41K +23 +1%
AA
1762
AlphaMark Advisors
Kentucky
$228K -$10.5K -100 -4%
MCMT
1763
Moon Capital Management (Tennessee)
Tennessee
$227K – – –
EWM
1764
Evermay Wealth Management
Virginia
$226K -$31.4K -299 -12%
SAM
1765
Sequent Asset Management
Texas
$226K – – –
DM
1766
Diker Management
New York
$226K – – –
BCM
1767
Beck Capital Management
Texas
$225K +$225K +2,145 New
WCWM
1768
Wooster Corthell Wealth Management
Connecticut
$222K – – –
CS
1769
Cannell & Spears
New York
$220K – – –
FC
1770
Financial Consulate
Maryland
$219K +$219K +2,086 New
WIP
1771
Wellesley Investment Partners
Massachusetts
$219K +$219K +2,090 New
BIM
1772
Barton Investment Management
Pennsylvania
$218K -$109K -1,040 -33%
TAM
1773
Trillium Asset Management
Massachusetts
$216K -$10.4K -99 -5%
SA
1774
SRH Advisors
Kansas
$216K – – –
EM
1775
Emancipation Management
New York
$214K +$214K +2,050 New
69 70
71
72 73