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Chevron
CVX

Overview Fund Activity

2,202 hedge funds and large institutions have $156B invested in Chevron in 2017 Q4 according to their latest regulatory filings, with 281 funds opening new positions, 809 increasing their positions, 882 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,202
Holders Change
+205
Holders Change %
+10.27%
% of All Funds
50.01%
Holding in Top 10
204
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+18.6%
% of All Funds
4.63%
New
281
Increased
809
Reduced
882
Closed
61
Calls
$1.62B
Puts
$2.55B
Net Calls
-$934M
Net Calls Change
-$121M

Top Buyers

1
AC
Alleghany Corporation
New York
$431M
2
BlackRock
BlackRock
New York
$16.1B
3
State Street
State Street
Massachusetts
$14.9B
4
Capital World Investors
Capital World Investors
California
$4.77B
5
Goldman Sachs
Goldman Sachs
New York
$1.65B

Top Sellers

1
Capital International Investors
Capital International Investors
California
$1.28B
2
Bank of America
Bank of America
North Carolina
$2.77B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$4.94B
4
First Eagle Investment Management
First Eagle Investment Management
New York
$45M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$49.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
2076
Princeton Capital Management
New Jersey
$217K +$217K +1,731 New
OWM
2077
Orgel Wealth Management
Wisconsin
$216K – – –
JWBC
2078
John W. Bristol & Co
New York
$216K – – –
DC
2079
Derby & Company
Massachusetts
$216K +$216K +1,729 New
WDL
2080
Well Done LLC
Michigan
$215K -$84K -670 -28%
SWP
2081
Strategic Wealth Partners
Ohio
$215K +$215K +1,828 New
AC
2082
Allstate Corporation
Illinois
$214K -$3.13K -25 -1%
SA
2083
SRH Advisors
Kansas
$213K – – –
RMC
2084
Regis Management Company
California
$213K – – –
IHL
2085
Investment House LLC
California
$213K +$213K +1,700 New
GC
2086
Gilbert & Cook
Iowa
$209K -$5.51K -44 -3%
LSC
2087
Lesa Sroufe & Co
Washington
$209K -$5.39K -43 -3%
ACM
2088
Avalon Capital Management
California
$208K -$9.91K -79 -5%
PWPS
2089
Pinnacle Wealth Planning Services
Ohio
$208K +$208K +1,660 New
CIC
2090
Chase Investment Counsel
Virginia
$207K -$9.14K -73 -4%
LFG
2091
LifePlan Financial Group
Ohio
$207K – – –
PDM
2092
Penn Davis McFarland
Texas
$207K +$207K +1,650 New
BCM
2093
Bourgeon Capital Management
Connecticut
$206K +$206K +1,646 New
AWM
2094
Avior Wealth Management
Nebraska
$206K +$32.3K +2,521 +19%
IT
2095
Independence Trust
Tennessee
$204K +$204K +1,627 New
WCM Investment Management
2096
WCM Investment Management
California
$202K +$202K +1,610 New
SFA
2097
Stewardship Financial Advisors
Georgia
$201K +$201K +1,608 New
TIA
2098
Trust Investment Advisors
Indiana
$200K +$200K +1,600 New
NCM
2099
New Capital Management
Texas
$198K +$625 +5 +0.3%
MWM
2100
MinichMacGregor Wealth Management
New York
$196K +$125 +1 +0.1%
82 83
84
85 86