Holders over time
- MPC
- CVX
| Quarter | MPC | CVX |
|---|---|---|
| Q3 2020 | 11 holders, $1.0bn | 18 holders, $9.3bn |
| Q4 2020 | 10 holders, $1.8bn | 27 holders, $12.0bn |
| Q1 2021 | 15 holders, $1.9bn | 22 holders, $12.8bn |
| Q2 2021 | 19 holders, $2.7bn | 25 holders, $12.5bn |
| Q3 2021 | 11 holders, $2.7bn | 25 holders, $12.4bn |
| Q4 2021 | 10 holders, $2.3bn | 24 holders, $14.6bn |
| Q1 2022 | 17 holders, $3.3bn | 25 holders, $39.6bn |
| Q2 2022 | 27 holders, $3.9bn | 25 holders, $35.6bn |
| Q3 2022 | 24 holders, $4.3bn | 33 holders, $37.1bn |
| Q4 2022 | 27 holders, $5.2bn | 33 holders, $45.2bn |
| Q1 2023 | 22 holders, $4.9bn | 32 holders, $36.7bn |
| Q2 2023 | 16 holders, $3.9bn | 32 holders, $34.1bn |
| Q3 2023 | 24 holders, $5.3bn | 31 holders, $33.6bn |
| Q4 2023 | 22 holders, $5.1bn | 29 holders, $32.3bn |
| Q1 2024 | 20 holders, $5.6bn | 24 holders, $31.7bn |
| Q2 2024 | 17 holders, $4.6bn | 30 holders, $31.2bn |
| Q3 2024 | 12 holders, $3.6bn | 28 holders, $28.5bn |
| Q4 2024 | 13 holders, $3.2bn | 28 holders, $28.4bn |
| Q1 2025 | 13 holders, $3.6bn | 26 holders, $32.6bn |
| Q2 2025 | 11 holders, $4.6bn | 27 holders, $28.7bn |
| Q3 2025 | 16 holders, $5.5bn | 33 holders, $34.2bn |
| Q4 2025 | 19 holders, $3.8bn | 33 holders, $34.8bn |
| Q1 2026 | 18 holders, $5.5bn | 40 holders, $40.1bn |
| Q2 2026 | 18 holders, $4.6bn | 37 holders, $32.6bn |
Marathon Pete Corp
- Holders
- 22
- Reported value
- $5.1bn
- Buyers
- 12
- Sellers
- 9
Breadth +3 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 (15)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Citadel Advisors LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Millennium Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only MPC (7)
Arrowstreet Capital LP, Caxton Associates LLP, Elliott Investment Management LP, Holocene Advisors LP, Man Group PLC, Maverick Capital Ltd, Renaissance Technologies LLC
Only CVX (14)
Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, GAMCO Investors Inc, Harris Associates LP, MFS Investment Management, Neuberger Berman Group LLC, Point72 Asset Management LP, Susquehanna International Group LLP, Voloridge Investment Management LLC
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.