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AWR · XOM in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

AWRXOM
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • AWR
  • XOM
010203040202120222023202420252026
Holders and value by quarter
QuarterAWRXOM
Q3 20201 holders, $2.6m21 holders, $7.1bn
Q4 20202 holders, $4.8m28 holders, $8.0bn
Q1 20212 holders, $2.1m27 holders, $11.5bn
Q2 20212 holders, $2.7m28 holders, $13.4bn
Q3 20212 holders, $3.3m30 holders, $13.0bn
Q4 20213 holders, $6.3m29 holders, $14.2bn
Q1 20222 holders, $2.4m37 holders, $20.3bn
Q2 20223 holders, $5.6m30 holders, $23.2bn
Q3 20223 holders, $6.0m27 holders, $25.6bn
Q4 20221 holders, $1.6m32 holders, $62.9bn
Q1 20231 holders, $1.1m29 holders, $32.9bn
Q2 20232 holders, $4.7m30 holders, $32.1bn
Q3 20231 holders, $824k30 holders, $35.1bn
Q4 20232 holders, $3.9m38 holders, $30.7bn
Q1 20241 holders, $401k32 holders, $36.5bn
Q2 20242 holders, $4.6m33 holders, $42.7bn
Q3 20241 holders, $71m28 holders, $42.3bn
Q4 20241 holders, $96m33 holders, $37.4bn
Q1 20252 holders, $108m32 holders, $39.3bn
Q2 20251 holders, $137m28 holders, $32.5bn
Q3 20253 holders, $180m29 holders, $33.1bn
Q4 20252 holders, $188m33 holders, $36.0bn
Q1 20261 holders, $191m32 holders, $54.7bn
Q2 20261 holders, $211m31 holders, $44.7bn
AWR

American States Water

Holders
2
Reported value
$188m
Buyers
13
Sellers
15

Breadth -2 among 92 comparable managers.

UtilitiesEnergy and power infrastructure · L3VLUP
XOM

Exxon Mobil Corp

Holders
33
Reported value
$36.0bn
Buyers
22
Sellers
18

Breadth +4 among 92 comparable managers.

EnergyEnergy and power infrastructure · L3VLUPOil and gas

Who holds both, Q4 2025

Among the 33 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only AWR (0)

None.

Only XOM (31)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Point72 Asset Management LP, Squarepoint Ops LLC, and 6 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.

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