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Chevron
CVX

Overview Fund Activity

2,010 hedge funds and large institutions have $129B invested in Chevron in 2017 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 795 increasing their positions, 887 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,010
Holders Change
+21
Holders Change %
+1.06%
% of All Funds
50.11%
Holding in Top 10
138
Holding in Top 10 Change
-115
Holding in Top 10 Change %
-45.45%
% of All Funds
3.44%
New
115
Increased
795
Reduced
887
Closed
74
Calls
$1.49B
Puts
$2.07B
Net Calls
-$575M
Net Calls Change
+$451M

Top Buyers

1
BlackRock
BlackRock
New York
+$12.7B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$497M
3
UBS Group
UBS Group
Switzerland
+$285M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$198M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$195M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$963M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$780M
3
O
OppenheimerFunds
New York
-$352M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$302M
5
Lazard Asset Management
Lazard Asset Management
New York
-$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
PC
1901
Peavine Capital
Nevada
$211K – – –
PWS
1902
Peloton Wealth Strategists
Indiana
$211K – – –
DGI
1903
Disciplined Growth Investors
Minnesota
$209K -$42.9K -400 -17%
SRCM
1904
Swift Run Capital Management
Virginia
$209K – – –
CCM
1905
Colorado Capital Management
Colorado
$209K – – –
IWA
1906
Inspirion Wealth Advisors
Illinois
$209K +$8.07K +75 +4%
BO
1907
Bach Option
Hong Kong
$207K +$207K +1,927 New
TB
1908
Terril Brothers
Missouri
$206K – – –
BWA
1909
Burt Wealth Advisors
Maryland
$205K -$19.6K -182 -9%
CWM
1910
Confluence Wealth Management
Oregon
$201K – – –
EM
1911
Emancipation Management
New York
$201K +$2.68K +25 +1%
NIMC
1912
NWQ Investment Management Company
California
$200K – – –
LD
1913
Lipe & Dalton
New York
$198K – – –
PSC
1914
Prentiss Smith & Co
Vermont
$198K – – –
GRP
1915
Global Retirement Partners
California
$194K -$858 -8 -0.4%
MWM
1916
MinichMacGregor Wealth Management
New York
$189K -$4.51K -42 -2%
JWBC
1917
John W. Bristol & Co
New York
$185K – – –
LF
1918
Lee Financial
Texas
$183K – – –
CFN
1919
Cordasco Financial Network
Florida
$173K -$31.1K -290 -15%
DSN
1920
D. Scott Neal
Kentucky
$167K – – –
IP
1921
Intellectus Partners
California
$166K – – –
LWM
1922
Lenox Wealth Management
Ohio
$165K -$48.5K -451 -23%
RCG
1923
Ruggie Capital Group
Florida
$157K +$93.5K +871 +147%
NCM
1924
New Capital Management
Texas
$156K +$429 +4 +0.3%
MIC
1925
MU Investments Company
Japan
$155K -$21.5K -200 -12%
75 76
77
78 79