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
- 20
- Reported value
- $5.6bn
- Buyers
- 8
- Sellers
- 13
Breadth -5 among 93 comparable managers.
Chevron Corporation
- Holders
- 24
- Reported value
- $31.7bn
- Buyers
- 11
- Sellers
- 14
Breadth -3 among 93 comparable managers.
Who holds both, Q1 2024
Both (10)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Eisler Capital Management Ltd, Fidelity (FMR LLC), Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only MPC (10)
Acadian Asset Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, D. E. Shaw & Co., Elliott Investment Management LP, ExodusPoint Capital Management LP, Man Group PLC, Maverick Capital Ltd, Millennium Management LLC
Only CVX (14)
Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Dodge & Cox, GAMCO Investors Inc, Harris Associates LP, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Two Sigma Advisers LP, Winton Group Ltd
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.