Holders over time
- KMI
- CVX
| Quarter | KMI | CVX |
|---|---|---|
| Q3 2020 | 10 holders, $753m | 18 holders, $9.3bn |
| Q4 2020 | 13 holders, $691m | 27 holders, $12.0bn |
| Q1 2021 | 8 holders, $532m | 22 holders, $12.8bn |
| Q2 2021 | 4 holders, $363m | 25 holders, $12.5bn |
| Q3 2021 | 11 holders, $436m | 25 holders, $12.4bn |
| Q4 2021 | 9 holders, $542m | 24 holders, $14.6bn |
| Q1 2022 | 10 holders, $658m | 25 holders, $39.6bn |
| Q2 2022 | 7 holders, $459m | 25 holders, $35.6bn |
| Q3 2022 | 7 holders, $404m | 33 holders, $37.1bn |
| Q4 2022 | 5 holders, $1.0bn | 33 holders, $45.2bn |
| Q1 2023 | 9 holders, $1.1bn | 32 holders, $36.7bn |
| Q2 2023 | 8 holders, $1.1bn | 32 holders, $34.1bn |
| Q3 2023 | 9 holders, $1.1bn | 31 holders, $33.6bn |
| Q4 2023 | 12 holders, $1.3bn | 29 holders, $32.3bn |
| Q1 2024 | 11 holders, $1.2bn | 24 holders, $31.7bn |
| Q2 2024 | 8 holders, $1.3bn | 30 holders, $31.2bn |
| Q3 2024 | 8 holders, $1.2bn | 28 holders, $28.5bn |
| Q4 2024 | 10 holders, $1.4bn | 28 holders, $28.4bn |
| Q1 2025 | 17 holders, $1.2bn | 26 holders, $32.6bn |
| Q2 2025 | 12 holders, $1.1bn | 27 holders, $28.7bn |
| Q3 2025 | 13 holders, $1.5bn | 33 holders, $34.2bn |
| Q4 2025 | 15 holders, $1.4bn | 33 holders, $34.8bn |
| Q1 2026 | 13 holders, $2.6bn | 40 holders, $40.1bn |
| Q2 2026 | 9 holders, $1.6bn | 37 holders, $32.6bn |
Kinder Morgan Inc Del
- Holders
- 8
- Reported value
- $1.2bn
- Buyers
- 5
- Sellers
- 4
Breadth +1 among 94 comparable managers.
Chevron Corporation
- Holders
- 28
- Reported value
- $28.5bn
- Buyers
- 14
- Sellers
- 15
Breadth -1 among 94 comparable managers.
Who holds both, Q3 2024
Both (4)
Hudson Bay Capital Management LP, Invesco Ltd, Renaissance Technologies LLC, T. Rowe Price Associates Inc
Only KMI (4)
Arrowstreet Capital LP, Marshall Wace LLP, PDT Partners LLC, Verition Fund Management LLC
Only CVX (24)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Janus Henderson Group Ltd, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Two Sigma Advisers LP, Voloridge Investment Management LLC, Wellington Management Group LLP
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.