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Chevron
CVX

Overview Fund Activity

1,842 hedge funds and large institutions have $111B invested in Chevron in 2016 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 890 increasing their positions, 684 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,842
Holders Change
+3
Holders Change %
+0.16%
% of All Funds
49.16%
Holding in Top 10
145
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+28.32%
% of All Funds
3.87%
New
93
Increased
890
Reduced
684
Closed
70
Calls
$2.04B
Puts
$2.34B
Net Calls
-$301M
Net Calls Change
+$482M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$11.6B
2
BA
2
BlackRock Advisors
Delaware
$703M
3
Goldman Sachs
3
Goldman Sachs
New York
$664M
4
AAMU
4
Amundi Asset Management US
Massachusetts
$431M
5
Swiss National Bank
5
Swiss National Bank
Switzerland
$447M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.69B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$4.73B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.1B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.46B
5
IC
5
Institutional Capital
Illinois
$295M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
1801
Brinker Capital Investments
Pennsylvania
$60K -$960 -10 -2%
SAM
1802
Solaris Asset Management
New York
$58K – – –
SLF
1803
Sun Life Financial
Ontario, Canada
$56.7K -$16.7K -3,345 -23%
RCG
1804
Ruggie Capital Group
Florida
$56K +$56K +591 New
GXMC
1805
Global X Management Company
New York
$51K +$13.3K +140 +35%
RWG
1806
Regal Wealth Group
California
$44K +$574 +6 +1%
KLI
1807
Kelman-Lazarov Inc
Tennessee
$42K +$42K +450 New
TSU
1808
TD Securities (USA)
New York
$41K +$193 +2 +0.5%
DSN
1809
D. Scott Neal
Kentucky
$39K +$858 +9 +2%
LWA
1810
Lenox Wealth Advisors
New York
$38K -$2K -21 -5%
CGH
1811
Cleary Gull Holdings
Wisconsin
$38K – – –
OP
1812
Oldfield Partners
United Kingdom
$35K -$9.46K -100 -21%
IF
1813
Ironwood Financial
Arizona
$35K +$35K +368 New
MFT
1814
Moisand Fitzgerald Tamayo
Florida
$29K – – –
PAM
1815
Pope Asset Management
Tennessee
$27K – – –
MUS
1816
Mitsubishi UFJ Securities
Japan
$25K -$8.65K -90 -26%
CWM
1817
Catamount Wealth Management
Connecticut
$25K – – –
WAS
1818
WESPAC Advisors SoCal
California
$24.1K +$5.72K +60 +31%
SFPIA
1819
Stevens First Principles Investment Advisors
California
$24K – – –
TDC
1820
Thompson Davis & Co
Virginia
$22K -$5.74K -59 -21%
TWMP
1821
Taylor Wealth Management Partners
Massachusetts
$19K – – –
DPA
1822
Delphi Private Advisors
California
$18K -$3.05K -32 -14%
LBG
1823
Lloyds Banking Group
United Kingdom
$16K – – –
CFG
1824
CKW Financial Group
Hawaii
$15K +$96 +1 +0.6%
SIA
1825
SeaBridge Investment Advisors
New Jersey
$14K – – –
71 72
73
74 75