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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 %
CFS
1826
Commonwealth Financial Services
West Virginia
$11K – – –
PFO
1827
Pathstone Family Office
New Jersey
$10K +$10K +101 New
CAL
1828
Capital Advisors Ltd
Ohio
$8K -$867 -9 -10%
CWM
1829
Cranbrook Wealth Management
Michigan
$8K – – –
BBPWM
1830
Blue Bell Private Wealth Management
Pennsylvania
$6K -$11.6K -132 -66%
RMPWM
1831
Rocky Mountain Private Wealth Management
Texas
$3K – – –
HCM
1832
Horrell Capital Management
Arkansas
$3K – – –
KKAMG
1833
Kernodle & Katon Asset Management Group
Arkansas
$3K – – –
HW
1834
Hancock Whitney
Mississippi
$2.65K +$463 +4,855 +21%
OCM
1835
One Capital Management
California
$2.02K +$21 +222 +1%
BCMIO
1836
Beacon Capital Management Inc (Ohio)
Ohio
$2K -$2.4K -30 -55%
AWM
1837
AllSquare Wealth Management
New York
$2K – – –
TCA
1838
Tortoise Capital Advisors
Kansas
$2K – – –
HWP
1839
Hefty Wealth Partners
Indiana
$2K – – –
MIM
1840
Marco Investment Management
Georgia
$1.7K +$525 +5,500 +45%
LP
1841
LMR Partners
United Kingdom
$1.69K +$1.69K +17,694 New
UFA
1842
US Financial Advisors
Massachusetts
$1K -$27.1K -325 -96%
EWM
1843
Endurance Wealth Management
Rhode Island
$900 -$3 -34 -0.4%
3CP
1844
3G Capital Partners
New York
– -$63M -700,000 Closed
RJFSA
1845
Raymond James Financial Services Advisors
Florida
– -$62M -689,682 Closed
MME
1846
Meag Munich Ergo
Germany
– -$14.4M -159,281 Closed
EAM
1847
EverPoint Asset Management
Connecticut
– -$13.5M -150,000 Closed
Handelsbanken Fonder
1848
Handelsbanken Fonder
Sweden
– -$8.51M -94,566 Closed
MCM
1849
McKinley Capital Management
Alaska
– -$6.01M -66,840 Closed
DMK
1850
David M. Knott
– -$5.94M -66,000 Closed
72 73
74
75 76