Holders over time
- KMI
- CVX
| Quarter | KMI | CVX |
|---|---|---|
| Q3 2020 | 10 holders, $753m | 18 holders, $9.3bn |
| Q4 2020 | 13 holders, $691m | 27 holders, $12.0bn |
| Q1 2021 | 8 holders, $532m | 22 holders, $12.8bn |
| Q2 2021 | 4 holders, $363m | 25 holders, $12.5bn |
| Q3 2021 | 11 holders, $436m | 25 holders, $12.4bn |
| Q4 2021 | 9 holders, $542m | 24 holders, $14.6bn |
| Q1 2022 | 10 holders, $658m | 25 holders, $39.6bn |
| Q2 2022 | 7 holders, $459m | 25 holders, $35.6bn |
| Q3 2022 | 7 holders, $404m | 33 holders, $37.1bn |
| Q4 2022 | 5 holders, $1.0bn | 33 holders, $45.2bn |
| Q1 2023 | 9 holders, $1.1bn | 32 holders, $36.7bn |
| Q2 2023 | 8 holders, $1.1bn | 32 holders, $34.1bn |
| Q3 2023 | 9 holders, $1.1bn | 31 holders, $33.6bn |
| Q4 2023 | 12 holders, $1.3bn | 29 holders, $32.3bn |
| Q1 2024 | 11 holders, $1.2bn | 24 holders, $31.7bn |
| Q2 2024 | 8 holders, $1.3bn | 30 holders, $31.2bn |
| Q3 2024 | 8 holders, $1.2bn | 28 holders, $28.5bn |
| Q4 2024 | 10 holders, $1.4bn | 28 holders, $28.4bn |
| Q1 2025 | 17 holders, $1.2bn | 26 holders, $32.6bn |
| Q2 2025 | 12 holders, $1.1bn | 27 holders, $28.7bn |
| Q3 2025 | 13 holders, $1.5bn | 33 holders, $34.2bn |
| Q4 2025 | 15 holders, $1.4bn | 33 holders, $34.8bn |
| Q1 2026 | 13 holders, $2.6bn | 40 holders, $40.1bn |
| Q2 2026 | 9 holders, $1.6bn | 37 holders, $32.6bn |
Kinder Morgan Inc Del
- Holders
- 12
- Reported value
- $1.1bn
- Buyers
- 9
- Sellers
- 4
Breadth +5 among 95 comparable managers.
Chevron Corporation
- Holders
- 27
- Reported value
- $28.7bn
- Buyers
- 17
- Sellers
- 11
Breadth +6 among 95 comparable managers.
Who holds both, Q2 2025
Both (7)
Balyasny Asset Management LLC, Brevan Howard Capital Management LP, ExodusPoint Capital Management LP, Invesco Ltd, Marshall Wace LLP, T. Rowe Price Associates Inc, Verition Fund Management LLC
Only KMI (5)
Acadian Asset Management LLC, Artisan Partners LP, PDT Partners LLC, Quantbot Technologies LP, Walleye Capital LLC
Only CVX (20)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Wellington Management Group LLP, 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.