Holders over time
- KMI
- CVX
| Quarter | KMI | CVX |
|---|---|---|
| Q3 2020 | 10 holders, $753m | 18 holders, $9.3bn |
| Q4 2020 | 13 holders, $691m | 27 holders, $12.0bn |
| Q1 2021 | 8 holders, $532m | 22 holders, $12.8bn |
| Q2 2021 | 4 holders, $363m | 25 holders, $12.5bn |
| Q3 2021 | 11 holders, $436m | 25 holders, $12.4bn |
| Q4 2021 | 9 holders, $542m | 24 holders, $14.6bn |
| Q1 2022 | 10 holders, $658m | 25 holders, $39.6bn |
| Q2 2022 | 7 holders, $459m | 25 holders, $35.6bn |
| Q3 2022 | 7 holders, $404m | 33 holders, $37.1bn |
| Q4 2022 | 5 holders, $1.0bn | 33 holders, $45.2bn |
| Q1 2023 | 9 holders, $1.1bn | 32 holders, $36.7bn |
| Q2 2023 | 8 holders, $1.1bn | 32 holders, $34.1bn |
| Q3 2023 | 9 holders, $1.1bn | 31 holders, $33.6bn |
| Q4 2023 | 12 holders, $1.3bn | 29 holders, $32.3bn |
| Q1 2024 | 11 holders, $1.2bn | 24 holders, $31.7bn |
| Q2 2024 | 8 holders, $1.3bn | 30 holders, $31.2bn |
| Q3 2024 | 8 holders, $1.2bn | 28 holders, $28.5bn |
| Q4 2024 | 10 holders, $1.4bn | 28 holders, $28.4bn |
| Q1 2025 | 17 holders, $1.2bn | 26 holders, $32.6bn |
| Q2 2025 | 12 holders, $1.1bn | 27 holders, $28.7bn |
| Q3 2025 | 13 holders, $1.5bn | 33 holders, $34.2bn |
| Q4 2025 | 15 holders, $1.4bn | 33 holders, $34.8bn |
| Q1 2026 | 13 holders, $2.6bn | 40 holders, $40.1bn |
| Q2 2026 | 9 holders, $1.6bn | 37 holders, $32.6bn |
Kinder Morgan Inc Del
- Holders
- 12
- Reported value
- $1.3bn
- Buyers
- 11
- Sellers
- 1
Breadth +10 among 93 comparable managers.
Chevron Corporation
- Holders
- 29
- Reported value
- $32.3bn
- Buyers
- 17
- Sellers
- 14
Breadth +3 among 93 comparable managers.
Who holds both, Q4 2023
Both (7)
Brevan Howard Capital Management LP, Eisler Capital Management Ltd, Invesco Ltd, Millennium Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Voloridge Investment Management LLC
Only KMI (5)
Arrowstreet Capital LP, Hudson Bay Capital Management LP, Marshall Wace LLP, Maverick Capital Ltd, Renaissance Technologies LLC
Only CVX (22)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Jane Street Group LLC, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, Point72 Asset Management LP, Susquehanna International Group LLP, Wellington Management Group LLP
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.