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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 %
SFS
2101
Summit Financial Strategies
Ohio
$221K +$221K +1,746 New
CPH
2102
C Partners Holding
Switzerland
$220K -$4.29K -34 -2%
QCIG
2103
Quad-Cities Investment Group
Iowa
$216K +$216K +1,719 New
SA
2104
SRH Advisors
Kansas
$215K – – –
RMC
2105
Regis Management Company
California
$215K +$215K +1,703 New
CIP
2106
Capital Insight Partners
Arizona
$214K -$501K -3,954 -70%
RCG
2107
Ruggie Capital Group
Florida
$214K – – –
NIM
2108
NuWave Investment Management
New Jersey
$213K -$480K -3,791 -69%
LBC
2109
Lawrence B. Cohen
$213K -$13.2K -104 -6%
Diamond Hill Capital Management
2110
Diamond Hill Capital Management
Ohio
$213K +$213K +1,684 New
MCMT
2111
Moon Capital Management (Tennessee)
Tennessee
$213K +$213K +1,681 New
DC
2112
Derby & Company
Massachusetts
$212K -$17.4K -138 -8%
PCM
2113
Princeton Capital Management
New Jersey
$212K – – –
SAM
2114
Sequent Asset Management
Texas
$212K +$212K +1,675 New
LSC
2115
Lesa Sroufe & Co
Washington
$211K +$211K +1,669 New
ACM
2116
Avalon Capital Management
California
$210K +$210K +1,658 New
DSAM
2117
Dock Street Asset Management
Florida
$210K +$210K +1,658 New
PDM
2118
Penn Davis McFarland
Texas
$209K +$209K +1,650 New
BWFA
2119
Baltimore-Washington Financial Advisors
Maryland
$209K +$209K +1,660 New
LFG
2120
Larson Financial Group
Missouri
$207K +$207K +1,639 New
JSL
2121
JT Stratford LLC
Georgia
$206K -$24.2K -191 -11%
CAM
2122
Concorde Asset Management
Michigan
$206K +$206K +1,636 New
BCWM
2123
Blue Chip Wealth Management
Florida
$205K +$205K +1,621 New
WCM Investment Management
2124
WCM Investment Management
California
$204K +$204K +1,610 New
NPT
2125
Nixon Peabody Trust
Massachusetts
$204K +$204K +1,614 New
83 84
85
86 87