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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 %
CFA
1776
Capstone Financial Advisors
Illinois
$213K -$105K -1,000 -33%
PCM
1777
Pointe Capital Management
Michigan
$213K +$213K +2,036 New
SC
1778
Searle & Co
Connecticut
$210K -$550K -5,240 -72%
CAW
1779
Cornerstone Advisors (Washington)
Washington
$210K -$283K -2,705 -57%
DK
1780
Darrell & King
Virginia
$210K -$52.4K -499 -20%
BOTOTLSJU
1781
Board of Trustees of The Leland Stanford Junior University
California
$210K +$210K +2,000 New
LCM
1782
Lucas Capital Management
New Jersey
$210K +$210K +2,000 New
FI
1783
FormulaFolio Investments
Michigan
$209K +$209K +1,996 New
AWM
1784
Affinity Wealth Management
Delaware
$209K +$209K +1,999 New
WDL
1785
Well Done LLC
Michigan
$208K +$208K +1,988 New
IWA
1786
Inspirion Wealth Advisors
Illinois
$206K +$206K +1,966 New
KP
1787
Keel Point
Alabama
$206K +$206K +1,969 New
VFP
1788
Verus Financial Partners
Virginia
$204K -$36.9K -353 -15%
SRCM
1789
Swift Run Capital Management
Virginia
$204K +$204K +1,948 New
SCA
1790
Stillwater Capital Advisors
Pennsylvania
$204K +$204K +1,950 New
AMM
1791
American Money Management
California
$203K +$203K +1,932 New
SIAM
1792
Sterling Investment Advisors (Missouri)
Missouri
$203K +$203K +1,940 New
LWM
1793
Lenox Wealth Management
Ohio
$201K +$14.4K +137 +8%
TB
1794
Terril Brothers
Missouri
$201K +$201K +1,921 New
IP
1795
Isthmus Partners
Wisconsin
$197K – – –
PSC
1796
Prentiss Smith & Co
Vermont
$193K -$17.3K -165 -8%
ECM
1797
Exchange Capital Management
Michigan
$193K +$193K +1,841 New
MS
1798
Marshall & Sullivan
Washington
$191K – – –
CAL
1799
Capital Analysts LLC
Pennsylvania
$184K -$77.6K -740 -30%
JWBC
1800
John W. Bristol & Co
New York
$181K – – –
70 71
72
73 74