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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 %
HCA
1951
Horan Capital Advisors
Ohio
$365K +$14.7K +135 +4%
IGGA
1952
Iron Gate Global Advisors
Utah
$364K -$10.9K -100 -3%
FNC
1953
First National Corp
Massachusetts
$364K +$364K +3,349 New
GWM
1954
GSB Wealth Management
Connecticut
$363K – – –
SAM
1955
Security Asset Management
New York
$362K -$12K -110 -3%
LIM
1956
Lathrop Investment Management
Arkansas
$362K +$362K +3,331 New
LIA
1957
LBMC Investment Advisors
Tennessee
$361K -$7.73K -71 -2%
AFS
1958
Access Financial Services
Minnesota
$361K +$361K +3,318 New
HJGA
1959
Hardman Johnston Global Advisors
Connecticut
$359K -$5.44K -50 -1%
CCM
1960
Cribstone Capital Management
Maine
$356K -$12.6K -116 -3%
CCA
1961
Conestoga Capital Advisors
Pennsylvania
$356K – – –
EWM
1962
Elite Wealth Management
Washington
$356K +$76.1K +700 +27%
ARG
1963
Advisory Resource Group
Oklahoma
$356K +$356K +3,275 New
BIM
1964
Barton Investment Management
Pennsylvania
$355K – – –
WIP
1965
Wellesley Investment Partners
Massachusetts
$354K -$61.7K -567 -15%
ECM
1966
Elgethun Capital Management
South Dakota
$354K -$43.4K -393 -11%
JF
1967
JSF Financial
California
$351K +$351K +3,229 New
CCP
1968
Cardan Capital Partners
Colorado
$348K – – –
SCM
1969
Silvant Capital Management
Georgia
$347K – – –
PWM
1970
Paulson Wealth Management
Illinois
$346K +$80.8K +718 +30%
EF
1971
Empirical Finance
Pennsylvania
$345K -$25.4K -233 -7%
HFA
1972
High Falls Advisors
New York
$344K -$27.4K -251 -7%
SBWIC
1973
Schaper Benz & Wise Investment Counsel
Wisconsin
$343K – – –
SQA
1974
Simon Quick Advisors
New Jersey
$343K +$147K +1,350 +75%
ZAM
1975
Zevin Asset Management
Massachusetts
$342K – – –
77 78
79
80 81