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Chevron
CVX

Overview Fund Activity

2,246 hedge funds and large institutions have $159B invested in Chevron in 2018 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 914 increasing their positions, 976 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,246
Holders Change
+39
Holders Change %
+1.77%
% of All Funds
51.49%
Holding in Top 10
216
Holding in Top 10 Change
+60
Holding in Top 10 Change %
+38.46%
% of All Funds
4.95%
New
116
Increased
914
Reduced
976
Closed
54
Calls
$1.9B
Puts
$1.71B
Net Calls
+$197M
Net Calls Change
+$520M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$462M
2
CSIA
Charles Schwab Investment Advisory
California
+$414M
3
Aberdeen Group
Aberdeen Group
United Kingdom
+$379M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$332M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$212M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$736M
2
Franklin Resources
Franklin Resources
California
-$383M
3
Goldman Sachs
Goldman Sachs
New York
-$272M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$200M
5
EVM
Eaton Vance Management
Massachusetts
-$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFIA
1751
America First Investment Advisors
Nebraska
$636K – – –
BCM
1752
Blume Capital Management
California
$633K -$2.91K -23 -0.5%
CS
1753
Credential Securities
$633K -$37.5K -297 -6%
PAWC
1754
P.A.W. Capital
Connecticut
$632K -$63.2K -500 -9%
UFG
1755
United Fire Group
Iowa
$632K – – –
PWPS
1756
Pinnacle Wealth Planning Services
Ohio
$631K +$83.3K +659 +15%
OPTFSNA
1757
Old Point Trust & Financial Services N A
Virginia
$629K -$55K -435 -8%
WAG
1758
Winthrop Advisory Group
Massachusetts
$626K +$26.1K +206 +4%
FBFS
1759
First Business Financial Services
Wisconsin
$625K +$24K +190 +4%
AI
1760
Accredited Investors
Minnesota
$623K +$13.7K +108 +2%
SAM
1761
Summit Asset Management
Tennessee
$622K -$106K -838 -15%
BAM
1762
Belpointe Asset Management
Nevada
$620K -$539K -4,264 -47%
SFG
1763
SNS Financial Group
Minnesota
$620K +$55K +435 +10%
DMC
1764
Drexel Morgan & Co
Pennsylvania
$614K +$32.2K +255 +6%
CCG
1765
Chatham Capital Group
Georgia
$614K +$35.5K +281 +6%
GRP
1766
Global Retirement Partners
California
$611K +$69.6K +551 +13%
PP
1767
PagnatoKarp Partners
Virginia
$610K +$251K +1,982 +70%
RGC
1768
Roberts, Glore & Co
Illinois
$607K -$37.6K -298 -6%
NPF
1769
Norris Perne & French
Michigan
$606K -$60K -475 -9%
RMSCM
1770
R.M. Sincerbeaux Capital Management
New York
$601K -$63.3K -500 -10%
QPWM
1771
Quadrant Private Wealth Management
Pennsylvania
$600K -$60K -474 -9%
TF
1772
TLWM Financial
Texas
$595K -$3.05K -24 -0.5%
EMG
1773
Ellington Management Group
Connecticut
$594K -$2.1M -16,600 -78%
SFI
1774
SPC Financial Inc
Maryland
$594K +$4.05K +32 +0.7%
RPA
1775
Rock Point Advisors
Vermont
$589K -$68.9K -545 -10%
69 70
71
72 73