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
- 9
- Reported value
- $5.7bn
- Buyers
- 4
- Sellers
- 5
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 (7)
Acadian Asset Management LLC, Dodge & Cox, Invesco Ltd, Janus Henderson Group Ltd, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only WMB (2)
Only CVX (21)
AllianceBernstein LP, AQR Capital Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, MFS Investment Management, Moore Capital Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Two Sigma Advisers LP, Voloridge Investment Management 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.