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Chevron
CVX

Overview Fund Activity

2,202 hedge funds and large institutions have $156B invested in Chevron in 2017 Q4 according to their latest regulatory filings, with 281 funds opening new positions, 809 increasing their positions, 882 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,202
Holders Change
+205
Holders Change %
+10.27%
% of All Funds
50.01%
Holding in Top 10
204
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+18.6%
% of All Funds
4.63%
New
281
Increased
809
Reduced
882
Closed
61
Calls
$1.62B
Puts
$2.55B
Net Calls
-$934M
Net Calls Change
-$121M

Top Buyers

1
AC
Alleghany Corporation
New York
+$431M
2
BlackRock
BlackRock
New York
+$295M
3
State Street
State Street
Massachusetts
+$275M
4
Capital World Investors
Capital World Investors
California
+$219M
5
Goldman Sachs
Goldman Sachs
New York
+$214M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$506M
2
Bank of America
Bank of America
North Carolina
-$447M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$287M
4
First Eagle Investment Management
First Eagle Investment Management
New York
-$282M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$273M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCP
1751
Sandhill Capital Partners
New York
$573K +$21.7K +173 +4%
NGA
1752
Naples Global Advisors
Florida
$573K +$63.8K +510 +13%
ECM
1753
Elgethun Capital Management
South Dakota
$571K +$1.13K +9 +0.2%
BRC
1754
Bell Rock Capital
Delaware
$570K -$79.9K -639 -12%
RIG
1755
Renaissance Investment Group
Massachusetts
$569K -$37.7K -301 -6%
BONST
1756
Bank of Nova Scotia Trust
Ontario, Canada
$565K -$563K -4,500 -50%
HFA
1757
HC Financial Advisors
California
$565K +$565K +4,511 New
KIA
1758
Kopp Investment Advisors
Minnesota
$564K +$11.8K +94 +2%
TA
1759
Trellis Advisors
Washington
$563K +$563K +4,496 New
TF
1760
TLWM Financial
Texas
$562K +$562K +4,489 New
SGI
1761
Summit Global Investments
Utah
$560K -$432K -3,445 -44%
TFA
1762
Transamerica Financial Advisors
Florida
$560K +$4.63K +37 +0.8%
SMFS
1763
Squar Milner Financial Services
California
$558K +$558K +4,342 New
MFW
1764
Meristem Family Wealth
Minnesota
$556K – – –
RAM
1765
Roanoke Asset Management
New Jersey
$555K -$5K -40 -0.9%
BAM
1766
Brave Asset Management
New Jersey
$547K -$26.9K -215 -5%
HA
1767
Harbor Advisors
Florida
$547K – – –
EWM
1768
Evermay Wealth Management
Virginia
$546K +$220K +1,756 +67%
CAM
1769
Cubic Asset Management
Massachusetts
$545K -$9.39K -75 -2%
BW
1770
Biegel & Waller
Maryland
$544K – – –
NCM
1771
Northwest Capital Management
Oregon
$539K +$539K +4,302 New
ACG
1772
Allen Capital Group
Nebraska
$539K +$539K +4,308 New
SC
1773
Saturna Capital
Washington
$538K +$12.5K +100 +2%
WP
1774
WealthPLAN Partners
Nebraska
$537K +$6.51K +52 +1%
BCM
1775
Bluefin Capital Management
New York
$536K +$536K +4,285 New
69 70
71
72 73