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SRE · XOM 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.

SREXOM
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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.
  • SRE
  • XOM
010203040202120222023202420252026
Holders and value by quarter
QuarterSREXOM
Q3 202018 holders, $6.1bn21 holders, $7.1bn
Q4 202022 holders, $6.4bn28 holders, $8.0bn
Q1 202121 holders, $7.1bn27 holders, $11.5bn
Q2 202112 holders, $6.9bn28 holders, $13.4bn
Q3 202115 holders, $6.7bn30 holders, $13.0bn
Q4 202122 holders, $6.0bn29 holders, $14.2bn
Q1 202212 holders, $8.6bn37 holders, $20.3bn
Q2 202215 holders, $7.5bn30 holders, $23.2bn
Q3 202219 holders, $6.9bn27 holders, $25.6bn
Q4 202215 holders, $6.2bn32 holders, $62.9bn
Q1 202317 holders, $6.1bn29 holders, $32.9bn
Q2 202320 holders, $5.4bn30 holders, $32.1bn
Q3 202319 holders, $5.2bn30 holders, $35.1bn
Q4 202317 holders, $6.3bn38 holders, $30.7bn
Q1 202416 holders, $5.8bn32 holders, $36.5bn
Q2 202414 holders, $6.2bn33 holders, $42.7bn
Q3 202413 holders, $6.6bn28 holders, $42.3bn
Q4 202414 holders, $7.9bn33 holders, $37.4bn
Q1 202518 holders, $6.7bn32 holders, $39.3bn
Q2 202512 holders, $7.6bn28 holders, $32.5bn
Q3 202516 holders, $9.5bn29 holders, $33.1bn
Q4 202514 holders, $8.6bn33 holders, $36.0bn
Q1 202620 holders, $10.4bn32 holders, $54.7bn
Q2 202621 holders, $9.8bn31 holders, $44.7bn
SRE

Sempra

Holders
13
Reported value
$6.6bn
Buyers
9
Sellers
5

Breadth +4 among 94 comparable managers.

UtilitiesEnergy and power infrastructure · L3VLUP
XOM

Exxon Mobil Corp

Holders
28
Reported value
$42.3bn
Buyers
14
Sellers
14

Breadth 0 among 94 comparable managers.

EnergyEnergy and power infrastructure · L3VLUPOil and gas

Who holds both, Q3 2024

Among the 31 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SRE (3)

Balyasny Asset Management LLC, Hudson Bay Capital Management LP, Point72 Asset Management LP

Only XOM (18)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, First Eagle Investment Management LLC, GAMCO Investors Inc, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Renaissance Technologies LLC, Squarepoint Ops LLC

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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