Holders over time
- DTM
- CVX
| Quarter | DTM | CVX |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 18 holders, $9.3bn |
| Q4 2020 | none listed holders, n.a. | 27 holders, $12.0bn |
| Q1 2021 | none listed holders, n.a. | 22 holders, $12.8bn |
| Q2 2021 | none listed holders, n.a. | 25 holders, $12.5bn |
| Q3 2021 | 7 holders, $432m | 25 holders, $12.4bn |
| Q4 2021 | 4 holders, $262m | 24 holders, $14.6bn |
| Q1 2022 | 7 holders, $186m | 25 holders, $39.6bn |
| Q2 2022 | 6 holders, $300m | 25 holders, $35.6bn |
| Q3 2022 | 7 holders, $376m | 33 holders, $37.1bn |
| Q4 2022 | 8 holders, $364m | 33 holders, $45.2bn |
| Q1 2023 | 3 holders, $115m | 32 holders, $36.7bn |
| Q2 2023 | 6 holders, $114m | 32 holders, $34.1bn |
| Q3 2023 | 4 holders, $99m | 31 holders, $33.6bn |
| Q4 2023 | 2 holders, $89m | 29 holders, $32.3bn |
| Q1 2024 | 7 holders, $220m | 24 holders, $31.7bn |
| Q2 2024 | 4 holders, $252m | 30 holders, $31.2bn |
| Q3 2024 | 6 holders, $283m | 28 holders, $28.5bn |
| Q4 2024 | 11 holders, $498m | 28 holders, $28.4bn |
| Q1 2025 | 14 holders, $698m | 26 holders, $32.6bn |
| Q2 2025 | 12 holders, $743m | 27 holders, $28.7bn |
| Q3 2025 | 11 holders, $760m | 33 holders, $34.2bn |
| Q4 2025 | 12 holders, $860m | 33 holders, $34.8bn |
| Q1 2026 | 10 holders, $933m | 40 holders, $40.1bn |
| Q2 2026 | 8 holders, $950m | 37 holders, $32.6bn |
DT Midstream Inc
- Holders
- 11
- Reported value
- $760m
- Buyers
- 9
- Sellers
- 2
Breadth +7 among 95 comparable managers.
Chevron Corporation
- Holders
- 33
- Reported value
- $34.2bn
- Buyers
- 22
- Sellers
- 10
Breadth +12 among 95 comparable managers.
Who holds both, Q3 2025
Both (4)
Capital Research Global Investors, Freestone Grove Partners LP, Neuberger Berman Group LLC, Verition Fund Management LLC
Only DTM (7)
Bridgewater Associates LP, Holocene Advisors LP, PDT Partners LLC, Point72 Asset Management LP, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC
Only CVX (29)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital World Investors, Citadel Advisors LLC, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, and 4 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.