Holders over time
- BWXT
- CVX
| Quarter | BWXT | CVX |
|---|---|---|
| Q3 2020 | 7 holders, $1.5bn | 18 holders, $9.3bn |
| Q4 2020 | 9 holders, $1.5bn | 27 holders, $12.0bn |
| Q1 2021 | 6 holders, $1.5bn | 22 holders, $12.8bn |
| Q2 2021 | 6 holders, $1.2bn | 25 holders, $12.5bn |
| Q3 2021 | 6 holders, $1.1bn | 25 holders, $12.4bn |
| Q4 2021 | 8 holders, $981m | 24 holders, $14.6bn |
| Q1 2022 | 10 holders, $1.1bn | 25 holders, $39.6bn |
| Q2 2022 | 11 holders, $1.2bn | 25 holders, $35.6bn |
| Q3 2022 | 9 holders, $605m | 33 holders, $37.1bn |
| Q4 2022 | 9 holders, $707m | 33 holders, $45.2bn |
| Q1 2023 | 8 holders, $717m | 32 holders, $36.7bn |
| Q2 2023 | 6 holders, $660m | 32 holders, $34.1bn |
| Q3 2023 | 4 holders, $545m | 31 holders, $33.6bn |
| Q4 2023 | 5 holders, $441m | 29 holders, $32.3bn |
| Q1 2024 | 8 holders, $652m | 24 holders, $31.7bn |
| Q2 2024 | 7 holders, $533m | 30 holders, $31.2bn |
| Q3 2024 | 9 holders, $574m | 28 holders, $28.5bn |
| Q4 2024 | 12 holders, $668m | 28 holders, $28.4bn |
| Q1 2025 | 11 holders, $364m | 26 holders, $32.6bn |
| Q2 2025 | 11 holders, $733m | 27 holders, $28.7bn |
| Q3 2025 | 13 holders, $1.4bn | 33 holders, $34.2bn |
| Q4 2025 | 13 holders, $1.3bn | 33 holders, $34.8bn |
| Q1 2026 | 16 holders, $1.7bn | 40 holders, $40.1bn |
| Q2 2026 | 13 holders, $1.3bn | 37 holders, $32.6bn |
BWX Technologies Inc
- Holders
- 16
- Reported value
- $1.7bn
- Buyers
- 15
- Sellers
- 20
Breadth -5 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 (9)
AllianceBernstein LP, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Holocene Advisors LP, Invesco Ltd, MFS Investment Management, Two Sigma Investments LP
Only BWXT (7)
ARK Investment Management LLC, Artisan Partners LP, Bridgewater Associates LP, Caxton Associates LLP, Davidson Kempner Capital Management LP, Moore Capital Management LP, Polen Capital Management LLC
Only CVX (31)
Acadian Asset Management LLC, AQR Capital Management LLC, Berkshire Hathaway Inc, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, 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, Susquehanna International Group LLP, 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.