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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 %
PWM
2026
Paulson Wealth Management
Illinois
$288K -$12.7K -100 -4%
HI
2027
Hendershot Investments
Virginia
$288K +$8.22K +65 +3%
KA
2028
KLCM Advisors
Wisconsin
$288K +$9.34K +74 +3%
F
2029
F3Logic
Minnesota
$288K +$49.3K +387 +21%
JGIA
2030
Jackson Grant Investment Advisers
Connecticut
$287K -$126K -995 -31%
TC
2031
Trilogy Capital
California
$287K -$3.67K -29 -1%
FPGK
2032
Financial Partners Group (Kansas)
Kansas
$285K +$33.9K +268 +13%
WCM
2033
Whitener Capital Management
North Carolina
$284K -$15.2K -120 -5%
SHJ
2034
Sharkey, Howes & Javer
Colorado
$282K – – –
KSA
2035
Ken Stern & Associates
California
$281K -$42.2K -334 -13%
WAM
2036
Wallington Asset Management
Indiana
$281K -$2.91K -23 -1%
MFT
2037
Moisand Fitzgerald Tamayo
Florida
$281K – – –
IOOF
2038
Independent Order of Foresters
Ontario, Canada
$281K – – –
HFA
2039
Huber Financial Advisors
Illinois
$280K +$280K +2,220 New
QC
2040
Quadrature Capital
United Kingdom
$278K -$3.44M -27,262 -93%
HIM
2041
Hillsdale Investment Management
Ontario, Canada
$278K +$278K +2,200 New
AWM
2042
Aevitas Wealth Management
Massachusetts
$276K +$24.5K +194 +10%
KA
2043
Klingman & Associates
New York
$273K -$9.48K -75 -3%
DM
2044
Diker Management
New York
$273K – – –
CCMT
2045
CMT Capital Markets Trading
Germany
$271K -$1.13M -8,957 -81%
DLHL
2046
Donald L. Hagan LLC
Florida
$271K – – –
FAM
2047
Fenimore Asset Management
New York
$271K +$127 +1 +0%
MAP
2048
Milestone Advisory Partners
North Carolina
$269K -$20.8K -165 -7%
CIC
2049
Chase Investment Counsel
Virginia
$269K +$6.95K +55 +3%
VCWA
2050
Vanguard Capital Wealth Advisors
Colorado
$268K -$2.42K -19 -0.9%
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