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HTO · 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.

HTOCVX
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.
  • HTO
  • CVX
010203040202120222023202420252026
Holders and value by quarter
QuarterHTOCVX
Q3 20203 holders, $55m18 holders, $9.3bn
Q4 20203 holders, $56m27 holders, $12.0bn
Q1 20211 holders, $8.2m22 holders, $12.8bn
Q2 20211 holders, $8.2m25 holders, $12.5bn
Q3 20212 holders, $41m25 holders, $12.4bn
Q4 20213 holders, $44m24 holders, $14.6bn
Q1 20222 holders, $11m25 holders, $39.6bn
Q2 20221 holders, $7.7m25 holders, $35.6bn
Q3 20222 holders, $16m33 holders, $37.1bn
Q4 20224 holders, $52m33 holders, $45.2bn
Q1 20233 holders, $40m32 holders, $36.7bn
Q2 20232 holders, $20m32 holders, $34.1bn
Q3 20232 holders, $17m31 holders, $33.6bn
Q4 20232 holders, $19m29 holders, $32.3bn
Q1 20241 holders, $2.7m24 holders, $31.7bn
Q2 20241 holders, $2.6m30 holders, $31.2bn
Q3 20241 holders, $2.8m28 holders, $28.5bn
Q4 20241 holders, $2.4m28 holders, $28.4bn
Q1 20251 holders, $3.2m26 holders, $32.6bn
Q2 20252 holders, $29m27 holders, $28.7bn
Q3 20251 holders, $3.0m33 holders, $34.2bn
Q4 20251 holders, $3.0m33 holders, $34.8bn
Q1 20264 holders, $86m40 holders, $40.1bn
Q2 20264 holders, $89m37 holders, $32.6bn
HTO

SJW Group

Holders
2
Reported value
$19m
Buyers
0
Sellers
1

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

Only HTO (0)

None.

Only CVX (27)

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 World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), 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, Susquehanna International Group LLP, T. Rowe Price Associates Inc, and 2 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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