Holders over time
- BE
- CVX
| Quarter | BE | CVX |
|---|---|---|
| Q3 2020 | 7 holders, $129m | 18 holders, $9.3bn |
| Q4 2020 | 5 holders, $43m | 27 holders, $12.0bn |
| Q1 2021 | 3 holders, $25m | 22 holders, $12.8bn |
| Q2 2021 | 3 holders, $6.7m | 25 holders, $12.5bn |
| Q3 2021 | 1 holders, $19m | 25 holders, $12.4bn |
| Q4 2021 | 4 holders, $89m | 24 holders, $14.6bn |
| Q1 2022 | 4 holders, $81m | 25 holders, $39.6bn |
| Q2 2022 | 3 holders, $14m | 25 holders, $35.6bn |
| Q3 2022 | 4 holders, $111m | 33 holders, $37.1bn |
| Q4 2022 | 2 holders, $72m | 33 holders, $45.2bn |
| Q1 2023 | 4 holders, $110m | 32 holders, $36.7bn |
| Q2 2023 | 5 holders, $170m | 32 holders, $34.1bn |
| Q3 2023 | 6 holders, $128m | 31 holders, $33.6bn |
| Q4 2023 | 4 holders, $96m | 29 holders, $32.3bn |
| Q1 2024 | 3 holders, $51m | 24 holders, $31.7bn |
| Q2 2024 | 6 holders, $136m | 30 holders, $31.2bn |
| Q3 2024 | 4 holders, $53m | 28 holders, $28.5bn |
| Q4 2024 | 9 holders, $227m | 28 holders, $28.4bn |
| Q1 2025 | 8 holders, $408m | 26 holders, $32.6bn |
| Q2 2025 | 11 holders, $604m | 27 holders, $28.7bn |
| Q3 2025 | 15 holders, $2.7bn | 33 holders, $34.2bn |
| Q4 2025 | 22 holders, $2.5bn | 33 holders, $34.8bn |
| Q1 2026 | 27 holders, $3.8bn | 40 holders, $40.1bn |
| Q2 2026 | 39 holders, $9.2bn | 37 holders, $32.6bn |
Bloom Energy Corp
- Holders
- 9
- Reported value
- $227m
- Buyers
- 7
- Sellers
- 2
Breadth +5 among 94 comparable managers.
Chevron Corporation
- Holders
- 28
- Reported value
- $28.4bn
- Buyers
- 19
- Sellers
- 10
Breadth +9 among 94 comparable managers.
Who holds both, Q4 2024
Both (1)
Only BE (8)
Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Freestone Grove Partners LP, Point72 Asset Management LP, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC
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, Neuberger Berman Group LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, 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.