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Chevron
CVX

Overview Fund Activity

2,202 hedge funds and large institutions have $156B invested in Chevron in 2017 Q4 according to their latest regulatory filings, with 281 funds opening new positions, 809 increasing their positions, 882 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,202
Holders Change
+205
Holders Change %
+10.27%
% of All Funds
50.01%
Holding in Top 10
204
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+18.6%
% of All Funds
4.63%
New
281
Increased
809
Reduced
882
Closed
61
Calls
$1.62B
Puts
$2.55B
Net Calls
-$934M
Net Calls Change
-$121M

Top Buyers

1
AC
Alleghany Corporation
New York
+$431M
2
BlackRock
BlackRock
New York
+$295M
3
State Street
State Street
Massachusetts
+$275M
4
Capital World Investors
Capital World Investors
California
+$219M
5
Goldman Sachs
Goldman Sachs
New York
+$214M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$506M
2
Bank of America
Bank of America
North Carolina
-$447M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$287M
4
First Eagle Investment Management
First Eagle Investment Management
New York
-$282M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$273M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWS
1876
Newport Wealth Strategies
California
$403K +$403K +3,214 New
GFP
1877
Gryphon Financial Partners
Ohio
$403K +$403K +3,222 New
HCM
1878
Hollencrest Capital Management
California
$402K -$104K -833 -21%
CAM
1879
Covenant Asset Management
New Jersey
$402K – – –
JGIA
1880
Jackson Grant Investment Advisers
Connecticut
$401K -$139K -1,108 -26%
MGIA
1881
Moneta Group Investment Advisors
Missouri
$400K -$27.7K -221 -6%
SGK
1882
Steigerwald Gordon & Koch
Virginia
$400K -$14K -112 -3%
CA
1883
Cornerstone Advisory
Maryland
$399K -$6.51K -52 -2%
SG
1884
StoneX Group
New York
$399K +$4.76K +38 +1%
OIWM
1885
OptiFour Integrated Wealth Management
Virginia
$396K +$396K +3,164 New
RW
1886
REDW Wealth
New Mexico
$392K -$11.6K -93 -3%
OFW
1887
Omnia Family Wealth
Florida
$390K +$38.7K +309 +11%
KSA
1888
Ken Stern & Associates
California
$389K -$343K -2,736 -47%
VCM
1889
Vision Capital Management
Oregon
$387K -$75.6K -604 -16%
CCM
1890
Cribstone Capital Management
Maine
$387K +$3.01K +24 +0.8%
DOA
1891
D'Orazio & Associates
Virginia
$387K +$8.13K +65 +2%
MFG
1892
Merit Financial Group
Georgia
$386K +$386K +3,088 New
SSI
1893
Scott & Selber Inc
Texas
$385K – – –
FDS
1894
First Dallas Securities
Texas
$385K +$25.1K +200 +7%
MGIA
1895
Matthew Goff Investment Advisor
Texas
$384K -$14.5K -116 -4%
HCM
1896
Harvest Capital Management
New Hampshire
$383K – – –
EDRIA
1897
Edmonds Duncan Registered Investment Advisors
Kansas
$381K – – –
ACM
1898
Armbruster Capital Management
New York
$376K -$8.15K -65 -2%
OCG
1899
Opus Capital Group
Ohio
$376K +$154K +1,230 +69%
GCA
1900
Gradient Capital Advisors
California
$376K +$376K +3,006 New
74 75
76
77 78