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Chevron

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
Name Holding Trade Value Shares
Change
Shares
Change %
PFO
1951
Pathstone Family Office
New Jersey
$85K -$109K -1,015 -56%
WA
1952
WealthTrust-Arizona
Arizona
$85K +$108 +1 +0.1%
TJHA
1953
Thomas J. Herzfeld Advisors
Florida
$77K +$756 +7 +1%
MIP
1954
Mondrian Investment Partners
United Kingdom
$76K
SCA
1955
Stuart Chaussee & Associates
California
$74K -$341K -3,175 -82%
AIL
1956
AGF Investments LLC
Ontario, Canada
$74K -$14.1K -129 -16%
LGWM
1957
Litman Gregory Wealth Management
California
$72K +$72K +672 New
SMFG
1958
Sumitomo Mitsui Financial Group
Japan
$71K +$71K +661 New
CIA
1959
Cascade Investment Advisors
Oregon
$67.1K -$239K -2,225 -78%
TRCT
1960
Tower Research Capital (TRC)
New York
$67K -$6.94M -64,865 -99%
AIM
1961
Acrospire Investment Management
Illinois
$64K -$32K -300 -33%
ABA
1962
American Beacon Advisors
Texas
$58.3K +$58.3K +543 New
WP
1963
WealthPLAN Partners
Nebraska
$56.8K +$56.8K +523 New
CCMW
1964
Cypress Capital Management (Wyoming)
Wyoming
$54.7K -$10.7K -100 -16%
MUS
1965
Mitsubishi UFJ Securities
Japan
$49K -$49K -460 -50%
FMA
1966
FNY Managed Accounts
New York
$47K +$47K +441 New
CYG
1967
Clean Yield Group
Vermont
$45K +$45K +415 New
FPTW
1968
Franklin, Parlapiano, Turner & Welch
Texas
$44K
WCM
1969
Wealthcare Capital Management
Virginia
$44K +$10.7K +100 +32%
IF
1970
Ironwood Financial
Arizona
$40K
HWP
1971
Hefty Wealth Partners
Indiana
$36K
RBC
1972
Roble Belko & Company
Pennsylvania
$35K -$21.7K -200 -38%
OP
1973
Oldfield Partners
United Kingdom
$35K +$35K +370 New
AWMS
1974
Advocacy Wealth Management Services
Georgia
$34K -$1.82K -17 -5%
DSI
1975
Daiwa SB Investments
Japan
$28K +$21.5K +200 +333%