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Chevron
CVX

Overview Fund Activity

1,977 hedge funds and large institutions have $126B invested in Chevron in 2017 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 849 increasing their positions, 831 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,977
Holders Change
-33
Holders Change %
-1.64%
% of All Funds
49.36%
Holding in Top 10
112
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-18.84%
% of All Funds
2.8%
New
66
Increased
849
Reduced
831
Closed
79
Calls
$1.26B
Puts
$2.11B
Net Calls
-$845M
Net Calls Change
-$270M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$14.6B
2
Capital World Investors
Capital World Investors
California
$3.71B
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$337M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$469M
5
BlackRock
BlackRock
New York
$13B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$870M
2
CS
Credit Suisse
Switzerland
$438M
3
Capital Research Global Investors
Capital Research Global Investors
California
$1.04B
4
CGT
Capital Guardian Trust
California
$49.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$3.47B
Name Holding Trade Value Shares
Change 		Shares
Change %
IGGA
1851
Iron Gate Global Advisors
Utah
$225K +$225K +2,050 New
DWM
1852
Dorchester Wealth Management
Quebec, Canada
$224K – – –
CP
1853
Camelot Portfolios
Ohio
$223K +$6.04K +58 +3%
FLII
1854
First Long Island Investors
New York
$223K +$223K +2,135 New
CWM
1855
Confluence Wealth Management
Oregon
$221K +$25.7K +246 +13%
LBC
1856
Lawrence B. Cohen
$220K -$26.1K -250 -11%
GIM
1857
Greystone Investment Management
Ohio
$219K – – –
CT
1858
Clearstead Trust
Maine
$218K -$16.9K -400 -7%
MWM
1859
Merriman Wealth Management
Washington
$218K – – –
LFG
1860
LifePlan Financial Group
Ohio
$218K – – –
BIM
1861
Barton Investment Management
Pennsylvania
$218K – – –
PCP
1862
Proficio Capital Partners
Massachusetts
$217K -$20.4K -185 -9%
CF
1863
Corrigan Financial
Rhode Island
$217K +$217K +2,076 New
DK
1864
Darrell & King
Virginia
$216K – – –
FMP
1865
Financial Management Professionals
Texas
$215K – – –
LF
1866
Lee Financial
Texas
$215K +$37.6K +361 +21%
FAM
1867
Fred Alger Management
New York
$213K -$224K -2,150 -51%
TB
1868
Terril Brothers
Missouri
$211K +$10.8K +104 +5%
TBA
1869
Train Babcock Advisors
New York
$210K -$281K -2,692 -57%
GRP
1870
Global Retirement Partners
California
$210K +$21.1K +202 +11%
ABP
1871
Arthur B. Page
$209K -$125K -1,200 -38%
LCM
1872
Lucas Capital Management
New Jersey
$209K – – –
BOTOTLSJU
1873
Board of Trustees of The Leland Stanford Junior University
California
$209K – – –
CG
1874
CFO4Life Group
Texas
$207K -$24.1K -231 -10%
MS
1875
Marshall & Sullivan
Washington
$207K – – –
73 74
75
76 77