Holders over time
- MPC
- XOM
| Quarter | MPC | XOM |
|---|---|---|
| Q3 2020 | 11 holders, $1.0bn | 21 holders, $7.1bn |
| Q4 2020 | 10 holders, $1.8bn | 28 holders, $8.0bn |
| Q1 2021 | 15 holders, $1.9bn | 27 holders, $11.5bn |
| Q2 2021 | 19 holders, $2.7bn | 28 holders, $13.4bn |
| Q3 2021 | 11 holders, $2.7bn | 30 holders, $13.0bn |
| Q4 2021 | 10 holders, $2.3bn | 29 holders, $14.2bn |
| Q1 2022 | 17 holders, $3.3bn | 37 holders, $20.3bn |
| Q2 2022 | 27 holders, $3.9bn | 30 holders, $23.2bn |
| Q3 2022 | 24 holders, $4.3bn | 27 holders, $25.6bn |
| Q4 2022 | 27 holders, $5.2bn | 32 holders, $62.9bn |
| Q1 2023 | 22 holders, $4.9bn | 29 holders, $32.9bn |
| Q2 2023 | 16 holders, $3.9bn | 30 holders, $32.1bn |
| Q3 2023 | 24 holders, $5.3bn | 30 holders, $35.1bn |
| Q4 2023 | 22 holders, $5.1bn | 38 holders, $30.7bn |
| Q1 2024 | 20 holders, $5.6bn | 32 holders, $36.5bn |
| Q2 2024 | 17 holders, $4.6bn | 33 holders, $42.7bn |
| Q3 2024 | 12 holders, $3.6bn | 28 holders, $42.3bn |
| Q4 2024 | 13 holders, $3.2bn | 33 holders, $37.4bn |
| Q1 2025 | 13 holders, $3.6bn | 32 holders, $39.3bn |
| Q2 2025 | 11 holders, $4.6bn | 28 holders, $32.5bn |
| Q3 2025 | 16 holders, $5.5bn | 29 holders, $33.1bn |
| Q4 2025 | 19 holders, $3.8bn | 33 holders, $36.0bn |
| Q1 2026 | 18 holders, $5.5bn | 32 holders, $54.7bn |
| Q2 2026 | 18 holders, $4.6bn | 31 holders, $44.7bn |
Marathon Pete Corp
- Holders
- 12
- Reported value
- $3.6bn
- Buyers
- 6
- Sellers
- 8
Breadth -2 among 94 comparable managers.
Exxon Mobil Corp
- Holders
- 28
- Reported value
- $42.3bn
- Buyers
- 14
- Sellers
- 14
Breadth 0 among 94 comparable managers.
Who holds both, Q3 2024
Both (12)
Acadian Asset Management LLC, AQR Capital Management LLC, Brevan Howard Capital Management LP, D. E. Shaw & Co., Fidelity (FMR LLC), Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Millennium Management LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only MPC (0)
None.
Only XOM (16)
AllianceBernstein LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Dodge & Cox, Eisler Capital Management Ltd, First Eagle Investment Management LLC, GAMCO Investors Inc, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Squarepoint Ops LLC, Verition Fund Management LLC, 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.