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

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$870M
2
CS
2
Credit Suisse
Switzerland
$438M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.04B
4
CGT
4
Capital Guardian Trust
California
$49.6M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$3.47B
Name Holding Trade Value Shares
Change 		Shares
Change %
AIL
1901
AGF Investments LLC
Ontario, Canada
$160K +$87.6K +822 +121%
FC
1902
Ferris Capital
Massachusetts
$160K +$160K +1,534 New
MCIA
1903
Mountain Capital Investment Advisors
Colorado
$160K +$160K +1,538 New
NCM
1904
New Capital Management
Texas
$156K – – –
TFO
1905
Tarbox Family Office
California
$147K – – –
AIM
1906
Acrospire Investment Management
Illinois
$146K +$83.4K +800 +133%
DSI
1907
Daiwa SB Investments
Japan
$146K +$119K +1,140 +438%
CFD
1908
Creative Financial Designs
Indiana
$143K -$2.25M -21,586 -94%
IP
1909
Isthmus Partners
Wisconsin
$137K – – –
WA
1910
Winfield Associates
Ohio
$136K +$6.59K +63 +5%
USGIU
1911
U.S. Global Investors (USGI)
Texas
$136K +$136K +1,300 New
CP
1912
Corbenic Partners
Pennsylvania
$134K -$182K -1,747 -58%
LWM
1913
Lenox Wealth Management
Ohio
$132K -$28.2K -270 -18%
PFGIA
1914
Patriot Financial Group Insurance Agency
Massachusetts
$122K -$308 -3 -0.3%
RAM
1915
Riggs Asset Management
Pennsylvania
$120K -$5.73K -55 -5%
FFW
1916
Fusion Family Wealth
New York
$114K -$1.78K -17 -2%
MIC
1917
MU Investments Company
Japan
$110K -$39.4K -380 -26%
LWA
1918
Lowe Wealth Advisors
Maryland
$109K – – –
WCMN
1919
Westchester Capital Management (Nebraska)
Nebraska
$108K – – –
TIM
1920
Tortoise Investment Management
New York
$106K – – –
SIAS
1921
Shine Investment Advisory Services
Colorado
$106K +$106K +1,017 New
SAM
1922
Solaris Asset Management
New York
$95K – – –
RWG
1923
Regal Wealth Group
California
$93K +$943 +9 +1%
RPG
1924
Risk Paradigm Group
Texas
$89.8K -$134K -1,288 -60%
First Eagle Investment Management
1925
First Eagle Investment Management
New York
$89K – – –
75 76
77
78 79