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SR · 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.

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.
  • SR
  • CVX
010203040202120222023202420252026
Holders and value by quarter
QuarterSRCVX
Q3 20202 holders, $2.7m18 holders, $9.3bn
Q4 20201 holders, $3.6m27 holders, $12.0bn
Q1 2021none listed holders, n.a.22 holders, $12.8bn
Q2 2021none listed holders, n.a.25 holders, $12.5bn
Q3 20211 holders, $1.2m25 holders, $12.4bn
Q4 20211 holders, $3.5m24 holders, $14.6bn
Q1 20226 holders, $32m25 holders, $39.6bn
Q2 20223 holders, $21m25 holders, $35.6bn
Q3 20221 holders, $4.2m33 holders, $37.1bn
Q4 2022none listed holders, n.a.33 holders, $45.2bn
Q1 20232 holders, $5.6m32 holders, $36.7bn
Q2 20236 holders, $19m32 holders, $34.1bn
Q3 20232 holders, $2.7m31 holders, $33.6bn
Q4 20232 holders, $18m29 holders, $32.3bn
Q1 20241 holders, $13m24 holders, $31.7bn
Q2 20241 holders, $12m30 holders, $31.2bn
Q3 20241 holders, $6.3m28 holders, $28.5bn
Q4 20241 holders, $5.2m28 holders, $28.4bn
Q1 20252 holders, $34m26 holders, $32.6bn
Q2 20252 holders, $35m27 holders, $28.7bn
Q3 20252 holders, $60m33 holders, $34.2bn
Q4 20253 holders, $79m33 holders, $34.8bn
Q1 20262 holders, $99m40 holders, $40.1bn
Q2 20264 holders, $94m37 holders, $32.6bn
SR

Spire Inc

Holders
1
Reported value
$13m
Buyers
1
Sellers
0

Breadth +1 among 93 comparable managers.

CVX

Chevron Corporation

Holders
24
Reported value
$31.7bn
Buyers
11
Sellers
14

Breadth -3 among 93 comparable managers.

Who holds both, Q1 2024

Among the 25 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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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