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Chevron
CVX

Overview Fund Activity

1,989 hedge funds and large institutions have $142B invested in Chevron in 2016 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 744 increasing their positions, 828 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,989
Holders Change
+118
Holders Change %
+6.31%
% of All Funds
49.8%
Holding in Top 10
253
Holding in Top 10 Change
+89
Holding in Top 10 Change %
+54.27%
% of All Funds
6.33%
New
207
Increased
744
Reduced
828
Closed
57
Calls
$2.33B
Puts
$3.36B
Net Calls
-$1.03B
Net Calls Change
-$1.52B

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.61B
2
Morgan Stanley
Morgan Stanley
New York
$1.92B
3
State Street
State Street
Massachusetts
$13.8B
4
Capital World Investors
Capital World Investors
California
$4.87B
5
Asset Management One
Asset Management One
Japan
$390M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$4.93B
2
MTB
Mizuho Trust & Banking
Japan
$0
3
CS
Credit Suisse
Switzerland
$599M
4
Wells Fargo
Wells Fargo
California
$1.57B
5
Deutsche Bank
Deutsche Bank
Germany
$463M
Name Holding Trade Value Shares
Change 		Shares
Change %
SRCM
1876
Swift Run Capital Management
Virginia
$229K – – –
CCM
1877
Colorado Capital Management
Colorado
$229K +$229K +1,953 New
TF
1878
Trutina Financial
Washington
$227K +$227K +1,930 New
TB
1879
Terril Brothers
Missouri
$226K +$226K +1,921 New
KA
1880
Klingman & Associates
New York
$225K -$34.7K -295 -13%
CFN
1881
Cordasco Financial Network
Florida
$224K -$111K -942 -33%
AIMCA
1882
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$224K +$224K +1,900 New
WI
1883
WBI Investments
New Jersey
$224K +$224K +1,906 New
DCM
1884
Dimension Capital Management
Florida
$222K +$222K +1,889 New
IWA
1885
Inspirion Wealth Advisors
Illinois
$220K +$220K +1,867 New
CWM
1886
Confluence Wealth Management
Oregon
$220K +$220K +1,872 New
NIMC
1887
NWQ Investment Management Company
California
$219K +$219K +1,864 New
FWSM
1888
First Wilshire Securities Management
California
$218K +$218K +1,850 New
ECML
1889
Eagle Capital Management (Louisiana)
Louisiana
$218K +$218K +1,856 New
PSC
1890
Prentiss Smith & Co
Vermont
$217K – – –
LD
1891
Lipe & Dalton
New York
$217K +$217K +1,840 New
EM
1892
Emancipation Management
New York
$217K +$217K +1,850 New
MS
1893
Marshall & Sullivan
Washington
$214K – – –
GRP
1894
Global Retirement Partners
California
$214K +$214K +1,817 New
EGA
1895
E&G Advisors
Texas
$214K +$214K +1,820 New
MML Investors Services
1896
MML Investors Services
Massachusetts
$214K +$214K +1,821 New
MWM
1897
MinichMacGregor Wealth Management
New York
$212K +$121K +1,029 +133%
PFO
1898
Pathstone Family Office
New Jersey
$212K +$165K +1,405 +349%
IHL
1899
Investment House LLC
California
$209K +$209K +1,775 New
TAM
1900
Trillium Asset Management
Massachusetts
$207K +$207K +1,756 New
74 75
76
77 78