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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 %
DPI
2076
Diversified Portfolios Inc
Michigan
$244K -$45K -356 -16%
LD
2077
Lipe & Dalton
New York
$244K – – –
TB
2078
Terril Brothers
Missouri
$243K – – –
WTFG
2079
Wells Trecaso Financial Group
Ohio
$242K +$242K +1,917 New
AAM
2080
Ascension Asset Management
New York
$240K -$50.6K -400 -17%
KM
2081
Kalos Management
Georgia
$240K +$240K +2,110 New
LWS
2082
Lucia Wealth Services
California
$239K +$15.5K +122 +7%
SFC
2083
SYM Financial Corp
Indiana
$238K – – –
WDL
2084
Well Done LLC
Michigan
$238K +$22K +175 +10%
SSA
2085
Schonfeld Strategic Advisors
New York
$236K -$680K -5,379 -74%
RA
2086
Rational Advisors
New York
$236K -$96.2K -760 -29%
CGA
2087
Crescent Grove Advisors
Illinois
$235K – – –
SQA
2088
Simon Quick Advisors
New Jersey
$231K -$33.1K -263 -13%
BA
2089
Ballew Advisors
Mississippi
$231K +$8.72K +69 +4%
RCP
2090
Rothschild Capital Partners
New York
$230K – – –
CS
2091
Cannell & Spears
New York
$230K +$230K +1,823 New
GAM
2092
Gould Asset Management
California
$229K -$12.3K -97 -5%
IHL
2093
Investment House LLC
California
$228K – – –
CF
2094
Corrigan Financial
Rhode Island
$228K -$10.9K -86 -5%
BO
2095
BRR OpCo
Ohio
$226K -$13.3K -105 -6%
GC
2096
Gilbert & Cook
Iowa
$225K +$225K +1,780 New
PM
2097
Penbrook Management
New York
$223K – – –
FFA
2098
Fragasso Financial Advisors
Pennsylvania
$223K +$223K +1,760 New
MCIA
2099
Mountain Capital Investment Advisors
Colorado
$222K +$222K +1,756 New
MS
2100
Marshall & Sullivan
Washington
$222K -$8.98K -71 -4%
82 83
84
85 86