Holders over time
- BC
- CVX
| Quarter | BC | CVX |
|---|---|---|
| Q3 2020 | 11 holders, $412m | 18 holders, $9.3bn |
| Q4 2020 | 10 holders, $455m | 27 holders, $12.0bn |
| Q1 2021 | 8 holders, $519m | 22 holders, $12.8bn |
| Q2 2021 | 8 holders, $525m | 25 holders, $12.5bn |
| Q3 2021 | 5 holders, $499m | 25 holders, $12.4bn |
| Q4 2021 | 5 holders, $432m | 24 holders, $14.6bn |
| Q1 2022 | 6 holders, $304m | 25 holders, $39.6bn |
| Q2 2022 | 10 holders, $314m | 25 holders, $35.6bn |
| Q3 2022 | 8 holders, $294m | 33 holders, $37.1bn |
| Q4 2022 | 9 holders, $377m | 33 holders, $45.2bn |
| Q1 2023 | 7 holders, $368m | 32 holders, $36.7bn |
| Q2 2023 | 6 holders, $349m | 32 holders, $34.1bn |
| Q3 2023 | 7 holders, $401m | 31 holders, $33.6bn |
| Q4 2023 | 10 holders, $1.2bn | 29 holders, $32.3bn |
| Q1 2024 | 11 holders, $1.3bn | 24 holders, $31.7bn |
| Q2 2024 | 10 holders, $619m | 30 holders, $31.2bn |
| Q3 2024 | 10 holders, $809m | 28 holders, $28.5bn |
| Q4 2024 | 11 holders, $715m | 28 holders, $28.4bn |
| Q1 2025 | 9 holders, $606m | 26 holders, $32.6bn |
| Q2 2025 | 10 holders, $700m | 27 holders, $28.7bn |
| Q3 2025 | 10 holders, $778m | 33 holders, $34.2bn |
| Q4 2025 | 9 holders, $825m | 33 holders, $34.8bn |
| Q1 2026 | 11 holders, $951m | 40 holders, $40.1bn |
| Q2 2026 | 11 holders, $1.1bn | 37 holders, $32.6bn |
Brunswick Corp/de
- Holders
- 11
- Reported value
- $951m
- Buyers
- 21
- Sellers
- 12
Breadth +9 among 91 comparable managers.
Chevron Corporation
- Holders
- 40
- Reported value
- $40.1bn
- Buyers
- 21
- Sellers
- 22
Breadth -1 among 91 comparable managers.
Who holds both, Q1 2026
Both (8)
AQR Capital Management LLC, ExodusPoint Capital Management LP, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Marshall Wace LLP, MFS Investment Management, Woodline Partners LP
Only BC (3)
Baillie Gifford & Co, Markel Group Inc, Maverick Capital Ltd
Only CVX (32)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, and 7 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.