Holders over time
- WMB
- CVX
| Quarter | WMB | CVX |
|---|---|---|
| Q3 2020 | 12 holders, $2.7bn | 18 holders, $9.3bn |
| Q4 2020 | 12 holders, $2.3bn | 27 holders, $12.0bn |
| Q1 2021 | 7 holders, $2.4bn | 22 holders, $12.8bn |
| Q2 2021 | 12 holders, $2.9bn | 25 holders, $12.5bn |
| Q3 2021 | 12 holders, $2.9bn | 25 holders, $12.4bn |
| Q4 2021 | 12 holders, $2.8bn | 24 holders, $14.6bn |
| Q1 2022 | 13 holders, $3.4bn | 25 holders, $39.6bn |
| Q2 2022 | 16 holders, $3.0bn | 25 holders, $35.6bn |
| Q3 2022 | 15 holders, $2.5bn | 33 holders, $37.1bn |
| Q4 2022 | 9 holders, $2.4bn | 33 holders, $45.2bn |
| Q1 2023 | 12 holders, $2.4bn | 32 holders, $36.7bn |
| Q2 2023 | 9 holders, $3.2bn | 32 holders, $34.1bn |
| Q3 2023 | 9 holders, $3.6bn | 31 holders, $33.6bn |
| Q4 2023 | 12 holders, $4.0bn | 29 holders, $32.3bn |
| Q1 2024 | 13 holders, $4.8bn | 24 holders, $31.7bn |
| Q2 2024 | 10 holders, $5.2bn | 30 holders, $31.2bn |
| Q3 2024 | 9 holders, $5.7bn | 28 holders, $28.5bn |
| Q4 2024 | 23 holders, $6.8bn | 28 holders, $28.4bn |
| Q1 2025 | 23 holders, $6.9bn | 26 holders, $32.6bn |
| Q2 2025 | 27 holders, $7.1bn | 27 holders, $28.7bn |
| Q3 2025 | 27 holders, $7.4bn | 33 holders, $34.2bn |
| Q4 2025 | 24 holders, $6.4bn | 33 holders, $34.8bn |
| Q1 2026 | 24 holders, $6.6bn | 40 holders, $40.1bn |
| Q2 2026 | 19 holders, $7.4bn | 37 holders, $32.6bn |
Williams Cos Inc
- Holders
- 13
- Reported value
- $4.8bn
- Buyers
- 8
- Sellers
- 7
Breadth +1 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 (8)
Arrowstreet Capital LP, Dodge & Cox, Invesco Ltd, Janus Henderson Group Ltd, Neuberger Berman Group LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only WMB (5)
Balyasny Asset Management LLC, Citadel Advisors LLC, First Eagle Investment Management LLC, Holocene Advisors LP, Marshall Wace LLP
Only CVX (16)
AllianceBernstein LP, AQR Capital Management LLC, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Jane Street Group LLC, MFS Investment Management, Moore Capital Management LP, 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.