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Chevron
CVX

Overview Fund Activity

2,010 hedge funds and large institutions have $129B invested in Chevron in 2017 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 795 increasing their positions, 887 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,010
Holders Change
+21
Holders Change %
+1.06%
% of All Funds
50.11%
Holding in Top 10
138
Holding in Top 10 Change
-115
Holding in Top 10 Change %
-45.45%
% of All Funds
3.44%
New
115
Increased
795
Reduced
887
Closed
74
Calls
$1.49B
Puts
$2.07B
Net Calls
-$575M
Net Calls Change
+$451M

Top Buyers

1
BlackRock
BlackRock
New York
+$12.7B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$497M
3
UBS Group
UBS Group
Switzerland
+$285M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$198M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$195M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$963M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$780M
3
O
OppenheimerFunds
New York
-$352M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$302M
5
Lazard Asset Management
Lazard Asset Management
New York
-$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
1751
Sather Financial Group
Texas
$366K +$2.15K +20 +0.6%
FI
1752
FormulaFolio Investments
Michigan
$363K +$113K +1,056 +45%
HJGA
1753
Hardman Johnston Global Advisors
Connecticut
$360K -$18.2K -169 -5%
GWM
1754
GSB Wealth Management
Connecticut
$358K – – –
FIM
1755
Fernwood Investment Management
Massachusetts
$357K – – –
BMCM
1756
Bryn Mawr Capital Management
Pennsylvania
$356K -$6.87K -64 -2%
WPA
1757
West Paces Advisors
Georgia
$354K -$29.2K -272 -8%
PGA
1758
Portland Global Advisors
Maine
$353K -$195K -1,814 -36%
CCA
1759
Conestoga Capital Advisors
Pennsylvania
$352K – – –
BWM
1760
Baystate Wealth Management
Massachusetts
$347K +$107K +983 +45%
ACM
1761
Armbruster Capital Management
New York
$345K – – –
CL
1762
Croft-Leominster
Maryland
$345K +$345K +3,216 New
ICM
1763
Ionic Capital Management
New York
$344K -$409K -3,800 -54%
CAM
1764
Covenant Asset Management
New Jersey
$344K -$3.22K -30 -0.9%
ABP
1765
Arthur B. Page
$344K +$344K +3,200 New
BCMO
1766
Buckingham Capital Management (Ohio)
Ohio
$343K -$77K -716 -18%
I2I
1767
Insight 2811 Inc
Illinois
$341K – – –
RW
1768
REDW Wealth
New Mexico
$340K -$55.5K -517 -14%
LA
1769
LVW Advisors
New York
$339K -$342K -3,190 -50%
NAM
1770
North American Management
Massachusetts
$337K -$13.2K -123 -4%
WIP
1771
Wellesley Investment Partners
Massachusetts
$337K +$96.7K +902 +40%
GC
1772
Garde Capital
Washington
$333K -$10.4K -97 -3%
WCM
1773
Weatherstone Capital Management
Colorado
$329K -$251K -2,333 -43%
CCB
1774
Cutter & Co Brokerage
Missouri
$327K -$2.47K -23 -0.7%
CP
1775
Corbenic Partners
Pennsylvania
$326K -$203K -1,885 -38%
69 70
71
72 73