Holders over time
- BE
- CVX
| Quarter | BE | CVX |
|---|---|---|
| Q3 2020 | 7 holders, $129m | 18 holders, $9.3bn |
| Q4 2020 | 5 holders, $43m | 27 holders, $12.0bn |
| Q1 2021 | 3 holders, $25m | 22 holders, $12.8bn |
| Q2 2021 | 3 holders, $6.7m | 25 holders, $12.5bn |
| Q3 2021 | 1 holders, $19m | 25 holders, $12.4bn |
| Q4 2021 | 4 holders, $89m | 24 holders, $14.6bn |
| Q1 2022 | 4 holders, $81m | 25 holders, $39.6bn |
| Q2 2022 | 3 holders, $14m | 25 holders, $35.6bn |
| Q3 2022 | 4 holders, $111m | 33 holders, $37.1bn |
| Q4 2022 | 2 holders, $72m | 33 holders, $45.2bn |
| Q1 2023 | 4 holders, $110m | 32 holders, $36.7bn |
| Q2 2023 | 5 holders, $170m | 32 holders, $34.1bn |
| Q3 2023 | 6 holders, $128m | 31 holders, $33.6bn |
| Q4 2023 | 4 holders, $96m | 29 holders, $32.3bn |
| Q1 2024 | 3 holders, $51m | 24 holders, $31.7bn |
| Q2 2024 | 6 holders, $136m | 30 holders, $31.2bn |
| Q3 2024 | 4 holders, $53m | 28 holders, $28.5bn |
| Q4 2024 | 9 holders, $227m | 28 holders, $28.4bn |
| Q1 2025 | 8 holders, $408m | 26 holders, $32.6bn |
| Q2 2025 | 11 holders, $604m | 27 holders, $28.7bn |
| Q3 2025 | 15 holders, $2.7bn | 33 holders, $34.2bn |
| Q4 2025 | 22 holders, $2.5bn | 33 holders, $34.8bn |
| Q1 2026 | 27 holders, $3.8bn | 40 holders, $40.1bn |
| Q2 2026 | 39 holders, $9.2bn | 37 holders, $32.6bn |
Bloom Energy Corp
- Holders
- 27
- Reported value
- $3.8bn
- Buyers
- 27
- Sellers
- 18
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 (18)
AllianceBernstein LP, Brevan Howard Capital Management LP, Capital World Investors, D. E. Shaw & Co., Freestone Grove Partners LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, PDT Partners LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Walleye Capital LLC, Wellington Management Group LLP
Only BE (9)
Artisan Partners LP, Bridgewater Associates LP, Caxton Associates LLP, Jane Street Group LLC, Light Street Capital Management LLC, Moore Capital Management LP, Polen Capital Management LLC, Voloridge Investment Management LLC, Whale Rock Capital Management LLC
Only CVX (22)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Berkshire Hathaway Inc, Capital Research Global Investors, Citadel Advisors LLC, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Rokos Capital Management LLP, Squarepoint Ops LLC, Susquehanna International Group LLP, Tudor Investment Corp, Verition Fund Management LLC, 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.