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Chevron
CVX

Overview Fund Activity

1,977 hedge funds and large institutions have $126B invested in Chevron in 2017 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 849 increasing their positions, 831 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,977
Holders Change
-33
Holders Change %
-1.64%
% of All Funds
49.36%
Holding in Top 10
112
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-18.84%
% of All Funds
2.8%
New
66
Increased
849
Reduced
831
Closed
79
Calls
$1.26B
Puts
$2.11B
Net Calls
-$845M
Net Calls Change
-$270M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$14.6B
2
Capital World Investors
Capital World Investors
California
$3.71B
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$337M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$469M
5
BlackRock
BlackRock
New York
$13B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$870M
2
CS
Credit Suisse
Switzerland
$438M
3
Capital Research Global Investors
Capital Research Global Investors
California
$1.04B
4
CGT
Capital Guardian Trust
California
$49.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$3.47B
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
1776
Cedar Capital
Illinois
$303K +$60K +574 +25%
GC
1777
Garde Capital
Washington
$301K -$22.8K -218 -7%
MC
1778
Matisse Capital
Oregon
$301K +$1.35K +13 +0.5%
NPPM
1779
North Point Portfolio Managers
Ohio
$300K -$10.4K -100 -3%
GWS
1780
Glassman Wealth Services
Virginia
$300K +$313 +3 +0.1%
BWM
1781
Baystate Wealth Management
Massachusetts
$298K -$33.4K -321 -10%
BCP
1782
Berkeley Capital Partners
Georgia
$298K +$5.42K +52 +2%
RHBC
1783
R.H. Bluestein & Co
Michigan
$297K – – –
KC
1784
Kingfisher Capital
North Carolina
$297K +$13K +125 +5%
CIP
1785
Convergence Investment Partners
Florida
$297K +$57.8K +554 +24%
DOA
1786
D'Orazio & Associates
Virginia
$296K +$104 +1 +0%
AC
1787
Alexandria Capital
Virginia
$292K -$24.3K -233 -8%
PFA
1788
Pure Financial Advisors
California
$291K -$9.58K -92 -3%
SIAP
1789
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$291K +$4.28K +41 +1%
PV
1790
Private Vista
Illinois
$291K +$291K +2,779 New
KP
1791
Keel Point
Alabama
$288K +$1.46K +14 +0.5%
CIC
1792
Chilton Investment Company
Connecticut
$288K +$14.4K +138 +5%
SA
1793
SpiderRock Advisors
Delaware
$285K – – –
WAM
1794
Wallington Asset Management
Indiana
$285K +$285K +2,728 New
CA
1795
Cornerstone Advisory
Maryland
$283K -$86.3K -826 -23%
LA
1796
Legacy Advisors
Pennsylvania
$283K – – –
HCIA
1797
Hochman Cole Investment Advisors
Illinois
$280K +$731 +7 +0.3%
SCM
1798
Southport Capital Management
Tennessee
$278K -$87.6K -840 -24%
LFA
1799
Landmark Financial Advisors
Kentucky
$276K – – –
IUHSA
1800
Itau Unibanco Holding S.A.
Brazil
$274K +$259K +2,481 +1,735%
70 71
72
73 74