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Chevron
CVX

Overview Fund Activity

1,832 hedge funds and large institutions have $124B invested in Chevron in 2015 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 829 increasing their positions, 744 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,832
Holders Change
-26
Holders Change %
-1.4%
% of All Funds
48.87%
Holding in Top 10
175
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-16.67%
% of All Funds
4.67%
New
71
Increased
829
Reduced
744
Closed
75
Calls
$1.54B
Puts
$1.86B
Net Calls
-$315M
Net Calls Change
-$75.7M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$3.28B
2
Vanguard Group
Vanguard Group
Pennsylvania
$11.8B
3
BFA
BlackRock Fund Advisors
California
$3.2B
4
Franklin Resources
Franklin Resources
California
$2.45B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$4.94B

Top Sellers

1
BA
BlackRock Advisors
Delaware
$547M
2
BTS
BB&T Securities
Virginia
$167M
3
AIM
abrdn Investment Management
United Kingdom
$41.6M
4
APG Asset Management
APG Asset Management
Netherlands
$406M
5
State Street
State Street
Massachusetts
$11.2B
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
1801
Chicago Partners Investment Group
Illinois
$42K -$7.59K -67 -15%
TWMP
1802
Taylor Wealth Management Partners
Massachusetts
$42K +$42K +400 New
BCMIO
1803
Beacon Capital Management Inc (Ohio)
Ohio
$41K +$3.15K +30 +8%
IF
1804
Ironwood Financial
Arizona
$39K – – –
MUS
1805
Mitsubishi UFJ Securities
Japan
$35K +$35K +330 New
BWFA
1806
Baltimore-Washington Financial Advisors
Maryland
$34K +$34K +325 New
CG
1807
Cleary Gull
Wisconsin
$32K +$32K +308 New
MIP
1808
Mondrian Investment Partners
United Kingdom
$31K – – –
SFPIA
1809
Stevens First Principles Investment Advisors
California
$30K – – –
GXMC
1810
Global X Management Company
New York
$27K -$4.92M -47,400 -99%
CWM
1811
Catamount Wealth Management
Connecticut
$27K -$1.17M -11,301 -98%
LIM
1812
Lagoda Investment Management
New York
$26K -$52K -500 -67%
FNBOO
1813
First National Bank of Omaha
Nebraska
$24.3K +$198 +1,783 +0.8%
UB
1814
UMB Bank
Missouri
$23.3K +$655 +6,235 +3%
PO
1815
Private Ocean
California
$22K -$10.5K -100 -32%
CPA
1816
Cowen Prime Advisors
New York
$21K +$21K +201 New
BBPWM
1817
Blue Bell Private Wealth Management
Pennsylvania
$20K – – –
CIM
1818
Contravisory Investment Management
Massachusetts
$18K -$79.1K -756 -81%
LBG
1819
Lloyds Banking Group
United Kingdom
$17K – – –
SIA
1820
SeaBridge Investment Advisors
New Jersey
$16K – – –
CAL
1821
Capital Advisors Ltd
Ohio
$16K +$966 +9 +6%
WG
1822
Welch Group
Alabama
$14.4K +$1.23K +11,724 +9%
RCG
1823
Ruggie Capital Group
Florida
$12K +$5.74K +56 +92%
DW
1824
Domani Wealth
Pennsylvania
$11.6K +$11.6K +1,221 New
AT
1825
Arden Trust
Delaware
$10.6K +$3.48K +33,138 +49%
71 72
73
74 75