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AWR · 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.

AWRCVX
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.
  • AWR
  • CVX
010203040202120222023202420252026
Holders and value by quarter
QuarterAWRCVX
Q3 20201 holders, $2.6m18 holders, $9.3bn
Q4 20202 holders, $4.8m27 holders, $12.0bn
Q1 20212 holders, $2.1m22 holders, $12.8bn
Q2 20212 holders, $2.7m25 holders, $12.5bn
Q3 20212 holders, $3.3m25 holders, $12.4bn
Q4 20213 holders, $6.3m24 holders, $14.6bn
Q1 20222 holders, $2.4m25 holders, $39.6bn
Q2 20223 holders, $5.6m25 holders, $35.6bn
Q3 20223 holders, $6.0m33 holders, $37.1bn
Q4 20221 holders, $1.6m33 holders, $45.2bn
Q1 20231 holders, $1.1m32 holders, $36.7bn
Q2 20232 holders, $4.7m32 holders, $34.1bn
Q3 20231 holders, $824k31 holders, $33.6bn
Q4 20232 holders, $3.9m29 holders, $32.3bn
Q1 20241 holders, $401k24 holders, $31.7bn
Q2 20242 holders, $4.6m30 holders, $31.2bn
Q3 20241 holders, $71m28 holders, $28.5bn
Q4 20241 holders, $96m28 holders, $28.4bn
Q1 20252 holders, $108m26 holders, $32.6bn
Q2 20251 holders, $137m27 holders, $28.7bn
Q3 20253 holders, $180m33 holders, $34.2bn
Q4 20252 holders, $188m33 holders, $34.8bn
Q1 20261 holders, $191m40 holders, $40.1bn
Q2 20261 holders, $211m37 holders, $32.6bn
AWR

American States Water

Holders
1
Reported value
$96m
Buyers
1
Sellers
0

Breadth +1 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 28 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only AWR (0)

None.

Only CVX (27)

AllianceBernstein LP, AQR Capital Management LLC, 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, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP, and 2 more

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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