Holders over time
- PWR
- CVX
| Quarter | PWR | CVX |
|---|---|---|
| Q3 2020 | 11 holders, $494m | 18 holders, $9.3bn |
| Q4 2020 | 9 holders, $1.1bn | 27 holders, $12.0bn |
| Q1 2021 | 11 holders, $1.4bn | 22 holders, $12.8bn |
| Q2 2021 | 7 holders, $1.4bn | 25 holders, $12.5bn |
| Q3 2021 | 9 holders, $1.7bn | 25 holders, $12.4bn |
| Q4 2021 | 7 holders, $1.5bn | 24 holders, $14.6bn |
| Q1 2022 | 8 holders, $1.6bn | 25 holders, $39.6bn |
| Q2 2022 | 9 holders, $1.8bn | 25 holders, $35.6bn |
| Q3 2022 | 13 holders, $1.7bn | 33 holders, $37.1bn |
| Q4 2022 | 8 holders, $1.6bn | 33 holders, $45.2bn |
| Q1 2023 | 11 holders, $2.7bn | 32 holders, $36.7bn |
| Q2 2023 | 10 holders, $3.1bn | 32 holders, $34.1bn |
| Q3 2023 | 11 holders, $2.8bn | 31 holders, $33.6bn |
| Q4 2023 | 9 holders, $3.8bn | 29 holders, $32.3bn |
| Q1 2024 | 14 holders, $5.0bn | 24 holders, $31.7bn |
| Q2 2024 | 15 holders, $4.7bn | 30 holders, $31.2bn |
| Q3 2024 | 12 holders, $5.4bn | 28 holders, $28.5bn |
| Q4 2024 | 11 holders, $6.0bn | 28 holders, $28.4bn |
| Q1 2025 | 8 holders, $4.3bn | 26 holders, $32.6bn |
| Q2 2025 | 9 holders, $6.7bn | 27 holders, $28.7bn |
| Q3 2025 | 12 holders, $7.1bn | 33 holders, $34.2bn |
| Q4 2025 | 13 holders, $6.6bn | 33 holders, $34.8bn |
| Q1 2026 | 13 holders, $5.9bn | 40 holders, $40.1bn |
| Q2 2026 | 24 holders, $8.6bn | 37 holders, $32.6bn |
Quanta SVCS Inc
- Holders
- 12
- Reported value
- $7.1bn
- Buyers
- 10
- Sellers
- 2
Breadth +8 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 (11)
AllianceBernstein LP, Brevan Howard Capital Management LP, Capital World Investors, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Woodline Partners LP
Only PWR (1)
Only CVX (22)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital Research Global Investors, Citadel Advisors LLC, Dodge & Cox, ExodusPoint Capital Management LP, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Jane Street Group LLC, Janus Henderson Group Ltd, Marshall Wace LLP, Millennium Management LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Tudor Investment Corp, Verition Fund Management LLC, Wellington Management Group LLP
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.