Holders over time
- SOBO
- CVX
| Quarter | SOBO | CVX |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 18 holders, $9.3bn |
| Q4 2020 | none listed holders, n.a. | 27 holders, $12.0bn |
| Q1 2021 | none listed holders, n.a. | 22 holders, $12.8bn |
| Q2 2021 | none listed holders, n.a. | 25 holders, $12.5bn |
| Q3 2021 | none listed holders, n.a. | 25 holders, $12.4bn |
| Q4 2021 | none listed holders, n.a. | 24 holders, $14.6bn |
| Q1 2022 | none listed holders, n.a. | 25 holders, $39.6bn |
| Q2 2022 | none listed holders, n.a. | 25 holders, $35.6bn |
| Q3 2022 | none listed holders, n.a. | 33 holders, $37.1bn |
| Q4 2022 | none listed holders, n.a. | 33 holders, $45.2bn |
| Q1 2023 | none listed holders, n.a. | 32 holders, $36.7bn |
| Q2 2023 | none listed holders, n.a. | 32 holders, $34.1bn |
| Q3 2023 | none listed holders, n.a. | 31 holders, $33.6bn |
| Q4 2023 | none listed holders, n.a. | 29 holders, $32.3bn |
| Q1 2024 | none listed holders, n.a. | 24 holders, $31.7bn |
| Q2 2024 | none listed holders, n.a. | 30 holders, $31.2bn |
| Q3 2024 | none listed holders, n.a. | 28 holders, $28.5bn |
| Q4 2024 | 3 holders, $328m | 28 holders, $28.4bn |
| Q1 2025 | 3 holders, $820m | 26 holders, $32.6bn |
| Q2 2025 | 2 holders, $335m | 27 holders, $28.7bn |
| Q3 2025 | 3 holders, $273m | 33 holders, $34.2bn |
| Q4 2025 | 2 holders, $179m | 33 holders, $34.8bn |
| Q1 2026 | 3 holders, $520m | 40 holders, $40.1bn |
| Q2 2026 | 1 holders, $771m | 37 holders, $32.6bn |
South Bow Corp
- Holders
- 0
- Reported value
- $0
- Buyers
- n.a.
- Sellers
- n.a.
No cross-section for this quarter.
Chevron Corporation
- Holders
- 30
- Reported value
- $31.2bn
- Buyers
- 18
- Sellers
- 13
Breadth +5 among 94 comparable managers.
Who holds both, Q2 2024
Both (0)
No tracked manager lists every one of them.
Only SOBO (0)
None.
Only CVX (30)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Discovery Capital Management LLC, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, and 5 more
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.