CVX icon

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 %
KIA
1801
Kopp Investment Advisors
Minnesota
$550K +$758 +6 +0.1%
FWCM
1802
First Western Capital Management
California
$550K +$62.5K +494 +13%
SMFS
1803
Squar Milner Financial Services
California
$548K +$37.3K +295 +7%
JA
1804
JOYN Advisors
Georgia
$548K +$294K +2,324 +115%
Edgewood Management
1805
Edgewood Management
Connecticut
$547K – – –
FRM
1806
Fox Run Management
Connecticut
$544K -$873K -6,910 -62%
OFW
1807
Omnia Family Wealth
Florida
$544K +$190K +1,500 +54%
RGNCM
1808
R.G. Niederhoffer Capital Management
New York
$544K +$544K +4,300 New
SC
1809
Saturna Capital
Washington
$543K – – –
BCA
1810
Berman Capital Advisors
Georgia
$543K +$23.8K +188 +5%
CAM
1811
Cubic Asset Management
Massachusetts
$542K -$1.9K -15 -0.3%
TAM
1812
Trillium Asset Management
Massachusetts
$537K +$46.9K +371 +10%
EBSAM
1813
Eubel Brady & Suttman Asset Management
Ohio
$535K +$52.4K +414 +11%
BCA
1814
Bray Capital Advisors
Florida
$532K +$97.6K +772 +22%
ACM
1815
Alta Capital Management
Utah
$530K +$26.3K +208 +5%
CAGAS
1816
Capital Advisory Group Advisory Services
Minnesota
$530K +$300K +2,378 +130%
AIA
1817
Arcadia Investment Advisors
Idaho
$528K +$528K +4,179 New
NFG
1818
Nations Financial Group
Iowa
$524K +$3.67K +29 +0.7%
PAM
1819
Peak Asset Management
Colorado
$521K -$4.43K -35 -0.8%
MWM
1820
Merriman Wealth Management
Washington
$520K -$9.61K -76 -2%
SXL
1821
Summit X LLC
Missouri
$520K +$72.9K +573 +16%
IA
1822
Independence Advisors
Pennsylvania
$519K -$12.6K -100 -2%
VA
1823
Valmark Advisers
Ohio
$519K +$87.9K +695 +20%
CCM
1824
Consolidated Capital Management
California
$517K -$1.41M -11,165 -73%
SC
1825
SRB Corp
Massachusetts
$517K +$280K +2,218 +118%
71 72
73
74 75