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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 %
MS
1876
Marshall & Sullivan
Washington
$207K – – –
EVM
1877
Evelyn V. Moreno
$206K – – –
EF
1878
Empirical Finance
Pennsylvania
$206K +$206K +1,971 New
AF
1879
Affiance Financial
Minnesota
$205K -$5.21K -50 -2%
PWS
1880
Peloton Wealth Strategists
Indiana
$205K – – –
AWM
1881
Affinity Wealth Management
Delaware
$205K – – –
PC
1882
Peavine Capital
Nevada
$205K – – –
HIIFS
1883
Harel Insurance Investments & Financial Services
Israel
$204K -$22.4K -214 -10%
RCG
1884
Ruggie Capital Group
Florida
$204K +$52K +500 +34%
CG
1885
Corundum Group
Colorado
$204K +$204K +1,954 New
TIM
1886
Total Investment Management
Arizona
$203K -$4.6K -44 -2%
IWA
1887
Inspirion Wealth Advisors
Illinois
$203K – – –
DGI
1888
Disciplined Growth Investors
Minnesota
$203K – – –
SRCM
1889
Swift Run Capital Management
Virginia
$203K – – –
CCM
1890
Colorado Capital Management
Colorado
$203K – – –
SFS
1891
Summit Financial Strategies
Ohio
$203K +$203K +1,943 New
MCMT
1892
Moon Capital Management (Tennessee)
Tennessee
$201K -$9.08K -87 -4%
LD
1893
Lipe & Dalton
New York
$192K – – –
PSC
1894
Prentiss Smith & Co
Vermont
$192K – – –
JWBC
1895
John W. Bristol & Co
New York
$180K – – –
SA
1896
SRH Advisors
Kansas
$177K -$31.2K -300 -15%
PG
1897
Pendal Group
Australia
$170K +$170K +1,631 New
MWM
1898
MinichMacGregor Wealth Management
New York
$168K -$15.5K -149 -8%
DSN
1899
D. Scott Neal
Kentucky
$162K – – –
IP
1900
Intellectus Partners
California
$162K +$1.56K +15 +1%
74 75
76
77 78