Holders over time
- MPC
- CVX
| Quarter | MPC | CVX |
|---|---|---|
| Q3 2020 | 11 holders, $1.0bn | 18 holders, $9.3bn |
| Q4 2020 | 10 holders, $1.8bn | 27 holders, $12.0bn |
| Q1 2021 | 15 holders, $1.9bn | 22 holders, $12.8bn |
| Q2 2021 | 19 holders, $2.7bn | 25 holders, $12.5bn |
| Q3 2021 | 11 holders, $2.7bn | 25 holders, $12.4bn |
| Q4 2021 | 10 holders, $2.3bn | 24 holders, $14.6bn |
| Q1 2022 | 17 holders, $3.3bn | 25 holders, $39.6bn |
| Q2 2022 | 27 holders, $3.9bn | 25 holders, $35.6bn |
| Q3 2022 | 24 holders, $4.3bn | 33 holders, $37.1bn |
| Q4 2022 | 27 holders, $5.2bn | 33 holders, $45.2bn |
| Q1 2023 | 22 holders, $4.9bn | 32 holders, $36.7bn |
| Q2 2023 | 16 holders, $3.9bn | 32 holders, $34.1bn |
| Q3 2023 | 24 holders, $5.3bn | 31 holders, $33.6bn |
| Q4 2023 | 22 holders, $5.1bn | 29 holders, $32.3bn |
| Q1 2024 | 20 holders, $5.6bn | 24 holders, $31.7bn |
| Q2 2024 | 17 holders, $4.6bn | 30 holders, $31.2bn |
| Q3 2024 | 12 holders, $3.6bn | 28 holders, $28.5bn |
| Q4 2024 | 13 holders, $3.2bn | 28 holders, $28.4bn |
| Q1 2025 | 13 holders, $3.6bn | 26 holders, $32.6bn |
| Q2 2025 | 11 holders, $4.6bn | 27 holders, $28.7bn |
| Q3 2025 | 16 holders, $5.5bn | 33 holders, $34.2bn |
| Q4 2025 | 19 holders, $3.8bn | 33 holders, $34.8bn |
| Q1 2026 | 18 holders, $5.5bn | 40 holders, $40.1bn |
| Q2 2026 | 18 holders, $4.6bn | 37 holders, $32.6bn |
Marathon Pete Corp
- Holders
- 13
- Reported value
- $3.2bn
- Buyers
- 8
- Sellers
- 4
Breadth +4 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 (9)
AQR Capital Management LLC, Caxton Associates LLP, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only MPC (4)
Brevan Howard Capital Management LP, Freestone Grove Partners LP, Two Sigma Advisers LP, Two Sigma Investments LP
Only CVX (19)
AllianceBernstein LP, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group 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.