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SWX · CVX 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.

SWXCVX
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.
  • SWX
  • CVX
010203040202120222023202420252026
Holders and value by quarter
QuarterSWXCVX
Q3 20205 holders, $460m18 holders, $9.3bn
Q4 20205 holders, $210m27 holders, $12.0bn
Q1 20216 holders, $192m22 holders, $12.8bn
Q2 20214 holders, $158m25 holders, $12.5bn
Q3 20215 holders, $496m25 holders, $12.4bn
Q4 20213 holders, $363m24 holders, $14.6bn
Q1 20229 holders, $712m25 holders, $39.6bn
Q2 20229 holders, $946m25 holders, $35.6bn
Q3 20225 holders, $629m33 holders, $37.1bn
Q4 20225 holders, $550m33 holders, $45.2bn
Q1 20235 holders, $805m32 holders, $36.7bn
Q2 20235 holders, $806m32 holders, $34.1bn
Q3 20235 holders, $775m31 holders, $33.6bn
Q4 20235 holders, $870m29 holders, $32.3bn
Q1 20245 holders, $1.1bn24 holders, $31.7bn
Q2 20244 holders, $987m30 holders, $31.2bn
Q3 20245 holders, $1.1bn28 holders, $28.5bn
Q4 20244 holders, $885m28 holders, $28.4bn
Q1 20256 holders, $770m26 holders, $32.6bn
Q2 20254 holders, $795m27 holders, $28.7bn
Q3 20253 holders, $690m33 holders, $34.2bn
Q4 20254 holders, $723m33 holders, $34.8bn
Q1 202610 holders, $443m40 holders, $40.1bn
Q2 20265 holders, $300m37 holders, $32.6bn
SWX

Southwest Gas Corp

Holders
10
Reported value
$443m
Buyers
26
Sellers
7

Breadth +19 among 91 comparable managers.

UtilitiesEnergy and power infrastructure · L3VLUP
CVX

Chevron Corporation

Holders
40
Reported value
$40.1bn
Buyers
21
Sellers
22

Breadth -1 among 91 comparable managers.

EnergyEnergy and power infrastructure · L3VLUPOil and gas

Who holds both, Q1 2026

Among the 42 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SWX (2)

Balyasny Asset Management LLC, Maverick Capital Ltd

Only CVX (32)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, Quantbot Technologies LP, 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.

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