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Chevron
CVX

Overview Fund Activity

2,327 hedge funds and large institutions have $136B invested in Chevron in 2018 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 894 increasing their positions, 930 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,327
Holders Change
+94
Holders Change %
+4.21%
% of All Funds
51.93%
Holding in Top 10
155
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+11.51%
% of All Funds
3.46%
New
249
Increased
894
Reduced
930
Closed
132
Calls
$1.45B
Puts
$1.37B
Net Calls
+$77.1M
Net Calls Change
+$145M

Top Buyers

1
BlackRock
BlackRock
New York
+$688M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$475M
3
Capital International Investors
Capital International Investors
California
+$390M
4
Bank of America
Bank of America
North Carolina
+$346M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$197M

Top Sellers

1
AC
Alleghany Corporation
New York
-$394M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$357M
3
Renaissance Technologies
Renaissance Technologies
New York
-$349M
4
Capital World Investors
Capital World Investors
California
-$295M
5
Millennium Management
Millennium Management
New York
-$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSA
1926
Marino Stram & Associates
Massachusetts
$390K -$13.6K -125 -3%
PHAM
1927
Palisades Hudson Asset Management
Florida
$389K – – –
CF
1928
Copperwynd Financial
Arizona
$389K +$35.7K +328 +10%
SGK
1929
Steigerwald Gordon & Koch
Virginia
$388K +$30.4K +279 +8%
SFA
1930
Semmax Financial Advisors
North Carolina
$388K +$388K +3,564 New
WMA
1931
Wealth Management Associates
New Jersey
$387K +$387K +3,553 New
NF
1932
Nikulski Financial
Iowa
$383K -$9.14K -84 -2%
PWP
1933
Principle Wealth Partners
Connecticut
$383K +$383K +3,023 New
SIA
1934
Starfire Investment Advisers
Michigan
$383K +$383K +3,526 New
SIM
1935
SSI Investment Management
California
$381K -$14K -129 -4%
ER
1936
Enlightenment Research
Florida
$381K +$381K +3,500 New
TIM
1937
Tortoise Investment Management
New York
$380K -$11.5K -106 -3%
BHWM
1938
Bay Harbor Wealth Management
Maryland
$380K +$380K +3,488 New
WIM
1939
Westside Investment Management
California
$380K -$20.3K -186 -5%
AC
1940
Addison Capital
Pennsylvania
$377K -$15.5K -143 -4%
PFA
1941
Pettinga Financial Advisors
Indiana
$377K +$377K +3,466 New
PAA
1942
Peregrine Asset Advisers
Oregon
$376K -$5.33K -49 -1%
RBC
1943
Roble Belko & Company
Pennsylvania
$376K +$341K +3,133 +973%
CCM
1944
Carlson Capital Management
Minnesota
$375K +$8.26K +76 +2%
GIA
1945
Gladstone Institutional Advisory
Florida
$372K +$372K +3,418 New
SIAP
1946
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$369K +$27.3K +251 +8%
FSC
1947
Full Sail Capital
Oklahoma
$369K +$369K +3,391 New
JHCP
1948
Jackson Hole Capital Partners
Oklahoma
$368K +$368K +3,383 New
SNBOSCI
1949
Security National Bank of Sioux City Iowa
Iowa
$366K – – –
GA
1950
Gateway Advisory
New Jersey
$365K +$109 +1 +0%
76 77
78
79 80