Holders over time
- MPC
- XOM
| Quarter | MPC | XOM |
|---|---|---|
| Q3 2020 | 11 holders, $1.0bn | 21 holders, $7.1bn |
| Q4 2020 | 10 holders, $1.8bn | 28 holders, $8.0bn |
| Q1 2021 | 15 holders, $1.9bn | 27 holders, $11.5bn |
| Q2 2021 | 19 holders, $2.7bn | 28 holders, $13.4bn |
| Q3 2021 | 11 holders, $2.7bn | 30 holders, $13.0bn |
| Q4 2021 | 10 holders, $2.3bn | 29 holders, $14.2bn |
| Q1 2022 | 17 holders, $3.3bn | 37 holders, $20.3bn |
| Q2 2022 | 27 holders, $3.9bn | 30 holders, $23.2bn |
| Q3 2022 | 24 holders, $4.3bn | 27 holders, $25.6bn |
| Q4 2022 | 27 holders, $5.2bn | 32 holders, $62.9bn |
| Q1 2023 | 22 holders, $4.9bn | 29 holders, $32.9bn |
| Q2 2023 | 16 holders, $3.9bn | 30 holders, $32.1bn |
| Q3 2023 | 24 holders, $5.3bn | 30 holders, $35.1bn |
| Q4 2023 | 22 holders, $5.1bn | 38 holders, $30.7bn |
| Q1 2024 | 20 holders, $5.6bn | 32 holders, $36.5bn |
| Q2 2024 | 17 holders, $4.6bn | 33 holders, $42.7bn |
| Q3 2024 | 12 holders, $3.6bn | 28 holders, $42.3bn |
| Q4 2024 | 13 holders, $3.2bn | 33 holders, $37.4bn |
| Q1 2025 | 13 holders, $3.6bn | 32 holders, $39.3bn |
| Q2 2025 | 11 holders, $4.6bn | 28 holders, $32.5bn |
| Q3 2025 | 16 holders, $5.5bn | 29 holders, $33.1bn |
| Q4 2025 | 19 holders, $3.8bn | 33 holders, $36.0bn |
| Q1 2026 | 18 holders, $5.5bn | 32 holders, $54.7bn |
| Q2 2026 | 18 holders, $4.6bn | 31 holders, $44.7bn |
Marathon Pete Corp
- Holders
- 19
- Reported value
- $3.8bn
- Buyers
- 23
- Sellers
- 15
Breadth +8 among 92 comparable managers.
Exxon Mobil Corp
- Holders
- 33
- Reported value
- $36.0bn
- Buyers
- 22
- Sellers
- 18
Breadth +4 among 92 comparable managers.
Who holds both, Q4 2025
Both (9)
Acadian Asset Management LLC, Brevan Howard Capital Management LP, Fidelity (FMR LLC), Harris Associates LP, Invesco Ltd, Marshall Wace LLP, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP
Only MPC (10)
Bridgewater Associates LP, Caxton Associates LLP, Man Group PLC, Moore Capital Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC
Only XOM (24)
AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Squarepoint Ops LLC, Tudor Investment Corp, Winton Group Ltd, 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.