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Chevron
CVX

Overview Fund Activity

2,246 hedge funds and large institutions have $159B invested in Chevron in 2018 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 914 increasing their positions, 976 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,246
Holders Change
+39
Holders Change %
+1.77%
% of All Funds
51.49%
Holding in Top 10
216
Holding in Top 10 Change
+60
Holding in Top 10 Change %
+38.46%
% of All Funds
4.95%
New
116
Increased
914
Reduced
976
Closed
54
Calls
$1.9B
Puts
$1.71B
Net Calls
+$197M
Net Calls Change
+$520M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$462M
2
CSIA
Charles Schwab Investment Advisory
California
+$414M
3
Aberdeen Group
Aberdeen Group
United Kingdom
+$379M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$332M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$212M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$736M
2
Franklin Resources
Franklin Resources
California
-$383M
3
Goldman Sachs
Goldman Sachs
New York
-$272M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$200M
5
EVM
Eaton Vance Management
Massachusetts
-$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
2001
FCA Corp
Texas
$316K – – –
JCM
2002
Jag Capital Management
Missouri
$316K +$2.15K +17 +0.7%
SIAP
2003
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$316K +$63.2K +500 +25%
VBFG
2004
Vishria Bird Financial Group
Tennessee
$316K +$316K +2,496 New
CRB
2005
Chad R. Baker
$313K – – –
PCP
2006
Proficio Capital Partners
Massachusetts
$313K +$26.9K +213 +9%
CG
2007
Corundum Group
Colorado
$312K -$3.04K -24 -1%
LFA
2008
Legacy Financial Advisors
Kentucky
$311K +$37.1K +299 +14%
PC
2009
Peavine Capital
Nevada
$311K +$82.2K +650 +36%
ICM
2010
IMS Capital Management
Oregon
$310K -$20.9K -165 -6%
GC
2011
Gibson Capital
Pennsylvania
$310K – – –
VCP
2012
Vista Capital Partners
Oregon
$308K +$29.3K +232 +11%
DCM
2013
Delta Capital Management
New Jersey
$302K -$10.1K -80 -3%
TFA
2014
Toth Financial Advisory
Virginia
$301K – – –
MCM
2015
MV Capital Management
Maryland
$301K +$379 +3 +0.1%
WIS
2016
Wright Investors Service
Connecticut
$300K +$300K +2,373 New
FDCC
2017
Foster Dykema Cabot & Co
Massachusetts
$299K – – –
CCA
2018
Clearwater Capital Advisors
Illinois
$299K – – –
SM
2019
Sciencast Management
New Jersey
$299K +$299K +2,461 New
AMG
2020
Asset Management Group
Connecticut
$297K -$23.8K -188 -7%
BMCM
2021
Bryn Mawr Capital Management
Pennsylvania
$296K +$2.53K +20 +0.9%
FC
2022
Fulcrum Capital
Washington
$294K -$4.8K -38 -2%
AIC
2023
Argus Investors Counsel
New York
$292K +$292K +2,306 New
SAS
2024
Stelac Advisory Services
New York
$290K +$41K +324 +16%
MGIA
2025
Matthew Goff Investment Advisor
Texas
$288K -$70.5K -558 -20%
79 80
81
82 83