Holders over time
- OGS
- CVX
| Quarter | OGS | CVX |
|---|---|---|
| Q3 2020 | 2 holders, $263m | 18 holders, $9.3bn |
| Q4 2020 | 2 holders, $292m | 27 holders, $12.0bn |
| Q1 2021 | 3 holders, $291m | 22 holders, $12.8bn |
| Q2 2021 | 4 holders, $284m | 25 holders, $12.5bn |
| Q3 2021 | 2 holders, $4.1m | 25 holders, $12.4bn |
| Q4 2021 | 5 holders, $20m | 24 holders, $14.6bn |
| Q1 2022 | 7 holders, $350m | 25 holders, $39.6bn |
| Q2 2022 | 8 holders, $317m | 25 holders, $35.6bn |
| Q3 2022 | 8 holders, $109m | 33 holders, $37.1bn |
| Q4 2022 | 4 holders, $58m | 33 holders, $45.2bn |
| Q1 2023 | 5 holders, $87m | 32 holders, $36.7bn |
| Q2 2023 | 7 holders, $94m | 32 holders, $34.1bn |
| Q3 2023 | 8 holders, $114m | 31 holders, $33.6bn |
| Q4 2023 | 8 holders, $92m | 29 holders, $32.3bn |
| Q1 2024 | 9 holders, $250m | 24 holders, $31.7bn |
| Q2 2024 | 6 holders, $231m | 30 holders, $31.2bn |
| Q3 2024 | 8 holders, $354m | 28 holders, $28.5bn |
| Q4 2024 | 5 holders, $249m | 28 holders, $28.4bn |
| Q1 2025 | 8 holders, $320m | 26 holders, $32.6bn |
| Q2 2025 | 10 holders, $493m | 27 holders, $28.7bn |
| Q3 2025 | 9 holders, $558m | 33 holders, $34.2bn |
| Q4 2025 | 7 holders, $409m | 33 holders, $34.8bn |
| Q1 2026 | 8 holders, $380m | 40 holders, $40.1bn |
| Q2 2026 | 9 holders, $215m | 37 holders, $32.6bn |
One Gas Inc
- Holders
- 9
- Reported value
- $558m
- Buyers
- 6
- Sellers
- 2
Breadth +4 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 (6)
AllianceBernstein LP, ExodusPoint Capital Management LP, GAMCO Investors Inc, Squarepoint Ops LLC, Verition Fund Management LLC, Wellington Management Group LLP
Only CVX (27)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Dodge & Cox, Fidelity (FMR LLC), Freestone Grove Partners LP, 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, Neuberger Berman Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, 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.