L3VLUP
ProSign in

ATO · CVX 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.

ATOCVX
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.
  • ATO
  • CVX
010203040202120222023202420252026
Holders and value by quarter
QuarterATOCVX
Q3 20208 holders, $1.1bn18 holders, $9.3bn
Q4 202010 holders, $520m27 holders, $12.0bn
Q1 20216 holders, $217m22 holders, $12.8bn
Q2 20216 holders, $435m25 holders, $12.5bn
Q3 20214 holders, $408m25 holders, $12.4bn
Q4 20217 holders, $726m24 holders, $14.6bn
Q1 20225 holders, $543m25 holders, $39.6bn
Q2 202213 holders, $686m25 holders, $35.6bn
Q3 202214 holders, $1.5bn33 holders, $37.1bn
Q4 202213 holders, $1.6bn33 holders, $45.2bn
Q1 202312 holders, $1.6bn32 holders, $36.7bn
Q2 202310 holders, $1.6bn32 holders, $34.1bn
Q3 202310 holders, $1.5bn31 holders, $33.6bn
Q4 202311 holders, $1.9bn29 holders, $32.3bn
Q1 20248 holders, $2.0bn24 holders, $31.7bn
Q2 202411 holders, $2.7bn30 holders, $31.2bn
Q3 20246 holders, $3.9bn28 holders, $28.5bn
Q4 20249 holders, $3.8bn28 holders, $28.4bn
Q1 20259 holders, $4.0bn26 holders, $32.6bn
Q2 20259 holders, $4.0bn27 holders, $28.7bn
Q3 20258 holders, $4.3bn33 holders, $34.2bn
Q4 20257 holders, $3.7bn33 holders, $34.8bn
Q1 202611 holders, $4.3bn40 holders, $40.1bn
Q2 202616 holders, $4.4bn37 holders, $32.6bn
ATO

Atmos Energy Corp

Holders
9
Reported value
$3.8bn
Buyers
3
Sellers
5

Breadth -2 among 94 comparable managers.

UtilitiesEnergy and power infrastructure · L3VLUP
CVX

Chevron Corporation

Holders
28
Reported value
$28.4bn
Buyers
19
Sellers
10

Breadth +9 among 94 comparable managers.

EnergyEnergy and power infrastructure · L3VLUPOil and gas

Who holds both, Q4 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 ATO (3)

Freestone Grove Partners LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC

Only CVX (22)

AllianceBernstein LP, Berkshire Hathaway Inc, 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, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Marshall Wace LLP, Moore Capital Management LP, Squarepoint Ops LLC, Susquehanna International Group LLP, Verition Fund Management LLC, Winton Group Ltd, Woodline Partners LP

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.

Back to the 13F Explorer →