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EE · CVX in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

EECVX
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • EE
  • CVX
010203040202120222023202420252026
Holders and value by quarter
QuarterEECVX
Q3 2020none listed holders, n.a.18 holders, $9.3bn
Q4 2020none listed holders, n.a.27 holders, $12.0bn
Q1 2021none listed holders, n.a.22 holders, $12.8bn
Q2 2021none listed holders, n.a.25 holders, $12.5bn
Q3 2021none listed holders, n.a.25 holders, $12.4bn
Q4 2021none listed holders, n.a.24 holders, $14.6bn
Q1 2022none listed holders, n.a.25 holders, $39.6bn
Q2 20223 holders, $8.2m25 holders, $35.6bn
Q3 2022none listed holders, n.a.33 holders, $37.1bn
Q4 2022none listed holders, n.a.33 holders, $45.2bn
Q1 20231 holders, $449k32 holders, $36.7bn
Q2 20231 holders, $538k32 holders, $34.1bn
Q3 2023none listed holders, n.a.31 holders, $33.6bn
Q4 20231 holders, $377k29 holders, $32.3bn
Q1 20241 holders, $525k24 holders, $31.7bn
Q2 20241 holders, $467k30 holders, $31.2bn
Q3 20241 holders, $1.0m28 holders, $28.5bn
Q4 20241 holders, $1.5m28 holders, $28.4bn
Q1 20251 holders, $836k26 holders, $32.6bn
Q2 20251 holders, $635k27 holders, $28.7bn
Q3 2025none listed holders, n.a.33 holders, $34.2bn
Q4 2025none listed holders, n.a.33 holders, $34.8bn
Q1 2026none listed holders, n.a.40 holders, $40.1bn
Q2 20261 holders, $127m37 holders, $32.6bn
EE

Excelerate Energy Inc

Holders
1
Reported value
$377k
Buyers
1
Sellers
0

Breadth +1 among 93 comparable managers.

UtilitiesEnergy and power infrastructure · L3VLUP
CVX

Chevron Corporation

Holders
29
Reported value
$32.3bn
Buyers
17
Sellers
14

Breadth +3 among 93 comparable managers.

EnergyEnergy and power infrastructure · L3VLUPOil and gas

Who holds both, Q4 2023

Among the 30 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only EE (1)

PDT Partners LLC

Only CVX (29)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Squarepoint Ops LLC, and 4 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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