Holders over time
- EQT
- CVX
| Quarter | EQT | CVX |
|---|---|---|
| Q3 2020 | 6 holders, $481m | 18 holders, $9.3bn |
| Q4 2020 | 7 holders, $511m | 27 holders, $12.0bn |
| Q1 2021 | 6 holders, $771m | 22 holders, $12.8bn |
| Q2 2021 | 4 holders, $743m | 25 holders, $12.5bn |
| Q3 2021 | 11 holders, $734m | 25 holders, $12.4bn |
| Q4 2021 | 10 holders, $1.1bn | 24 holders, $14.6bn |
| Q1 2022 | 16 holders, $2.8bn | 25 holders, $39.6bn |
| Q2 2022 | 20 holders, $3.2bn | 25 holders, $35.6bn |
| Q3 2022 | 24 holders, $3.9bn | 33 holders, $37.1bn |
| Q4 2022 | 22 holders, $2.8bn | 33 holders, $45.2bn |
| Q1 2023 | 19 holders, $2.1bn | 32 holders, $36.7bn |
| Q2 2023 | 18 holders, $3.9bn | 32 holders, $34.1bn |
| Q3 2023 | 17 holders, $4.9bn | 31 holders, $33.6bn |
| Q4 2023 | 13 holders, $4.8bn | 29 holders, $32.3bn |
| Q1 2024 | 12 holders, $5.4bn | 24 holders, $31.7bn |
| Q2 2024 | 15 holders, $5.8bn | 30 holders, $31.2bn |
| Q3 2024 | 16 holders, $6.4bn | 28 holders, $28.5bn |
| Q4 2024 | 21 holders, $6.5bn | 28 holders, $28.4bn |
| Q1 2025 | 22 holders, $6.6bn | 26 holders, $32.6bn |
| Q2 2025 | 21 holders, $5.9bn | 27 holders, $28.7bn |
| Q3 2025 | 18 holders, $5.6bn | 33 holders, $34.2bn |
| Q4 2025 | 16 holders, $4.1bn | 33 holders, $34.8bn |
| Q1 2026 | 17 holders, $4.5bn | 40 holders, $40.1bn |
| Q2 2026 | 15 holders, $3.7bn | 37 holders, $32.6bn |
Eqt Corp
- Holders
- 21
- Reported value
- $6.5bn
- Buyers
- 10
- Sellers
- 12
Breadth -2 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 (12)
Capital World Investors, ExodusPoint Capital Management LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Marshall Wace LLP, Moore Capital Management LP, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only EQT (9)
Appaloosa LP, Balyasny Asset Management LLC, D. E. Shaw & Co., Freestone Grove Partners LP, Millennium Management LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Third Point LLC, Tudor Investment Corp
Only CVX (16)
AllianceBernstein LP, AQR Capital Management LLC, Berkshire Hathaway Inc, Capital Research Global Investors, Caxton Associates LLP, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, MFS Investment Management, Squarepoint Ops LLC, Susquehanna International Group LLP, Winton Group Ltd
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.