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Chevron
CVX

Overview Fund Activity

1,876 hedge funds and large institutions have $126B invested in Chevron in 2016 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 764 increasing their positions, 797 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,876
Holders Change
+34
Holders Change %
+1.85%
% of All Funds
50.13%
Holding in Top 10
187
Holding in Top 10 Change
+42
Holding in Top 10 Change %
+28.97%
% of All Funds
5%
New
106
Increased
764
Reduced
797
Closed
52
Calls
$2.33B
Puts
$2.53B
Net Calls
-$196M
Net Calls Change
+$105M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.49B
2
Macquarie Group
2
Macquarie Group
Australia
$1.48B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$13.1B
4
BFA
4
BlackRock Fund Advisors
California
$3.42B
5
JFL
5
Jarislowsky, Fraser Ltd
Quebec, Canada
$222M

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$66.8M
2
Franklin Resources
2
Franklin Resources
California
$2.11B
3
IC
3
Institutional Capital
Illinois
$0
4
BA
4
BlackRock Advisors
Delaware
$565M
5
CCM
5
Causeway Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFPIA
1851
Stevens First Principles Investment Advisors
California
$27K – – –
TWMP
1852
Taylor Wealth Management Partners
Massachusetts
$21K – – –
WAS
1853
WESPAC Advisors SoCal
California
$20.2K -$6.29K -60 -24%
HCM
1854
Herndon Capital Management
Georgia
$18K +$18K +174 New
LBG
1855
Lloyds Banking Group
United Kingdom
$17K – – –
CFS
1856
Commonwealth Financial Services
West Virginia
$17K +$4.2K +39 +33%
SIA
1857
SeaBridge Investment Advisors
New Jersey
$16K – – –
CFG
1858
CKW Financial Group
Hawaii
$16K +$102 +1 +0.6%
AT
1859
Arden Trust
Delaware
$15.5K +$3.52K +33,577 +29%
CA
1860
Commerzbank Aktiengesellschaft
Germany
$11K -$4.66K -44,435 -30%
CAL
1861
Capital Advisors Ltd
Ohio
$9K – – –
CWM
1862
Cranbrook Wealth Management
Michigan
$9K – – –
BBPWM
1863
Blue Bell Private Wealth Management
Pennsylvania
$8K – – –
RMPWM
1864
Rocky Mountain Private Wealth Management
Texas
$3K – – –
KKAMG
1865
Kernodle & Katon Asset Management Group
Arkansas
$3K – – –
HWP
1866
Hefty Wealth Partners
Indiana
$3K – – –
BCMIO
1867
Beacon Capital Management Inc (Ohio)
Ohio
$3K – – –
HCM
1868
Horrell Capital Management
Arkansas
$3K – – –
NC
1869
NewSquare Capital
Pennsylvania
$3K +$3K +28 New
TCA
1870
Tortoise Capital Advisors
Kansas
$2K – – –
CIM
1871
Contravisory Investment Management
Massachusetts
$2K +$2K +22 New
PRCM
1872
Pine River Capital Management
Minnesota
$1.16K – – –
AWM
1873
AllSquare Wealth Management
New York
$1K -$1K -8 -50%
FHC
1874
First Heartland Consultants
Missouri
$935 +$29 +281 +3%
AWE
1875
Avidian Wealth Enterprises
Texas
$285 -$36 -342 -11%
73 74
75
76 77