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UGI · 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.

UGICVX
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.
  • UGI
  • CVX
010203040202120222023202420252026
Holders and value by quarter
QuarterUGICVX
Q3 20203 holders, $745m18 holders, $9.3bn
Q4 20203 holders, $812m27 holders, $12.0bn
Q1 20215 holders, $1.0bn22 holders, $12.8bn
Q2 20216 holders, $1.2bn25 holders, $12.5bn
Q3 20214 holders, $986m25 holders, $12.4bn
Q4 20216 holders, $1.0bn24 holders, $14.6bn
Q1 202211 holders, $788m25 holders, $39.6bn
Q2 20227 holders, $672m25 holders, $35.6bn
Q3 20226 holders, $480m33 holders, $37.1bn
Q4 20224 holders, $394m33 holders, $45.2bn
Q1 20236 holders, $296m32 holders, $36.7bn
Q2 20237 holders, $204m32 holders, $34.1bn
Q3 20237 holders, $258m31 holders, $33.6bn
Q4 20234 holders, $174m29 holders, $32.3bn
Q1 20245 holders, $149m24 holders, $31.7bn
Q2 20244 holders, $171m30 holders, $31.2bn
Q3 20244 holders, $112m28 holders, $28.5bn
Q4 20249 holders, $239m28 holders, $28.4bn
Q1 202510 holders, $267m26 holders, $32.6bn
Q2 20257 holders, $264m27 holders, $28.7bn
Q3 20258 holders, $259m33 holders, $34.2bn
Q4 20258 holders, $469m33 holders, $34.8bn
Q1 20269 holders, $512m40 holders, $40.1bn
Q2 20265 holders, $322m37 holders, $32.6bn
UGI

Ugi Corp New

Holders
9
Reported value
$512m
Buyers
21
Sellers
15

Breadth +6 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 UGI (2)

Artisan Partners LP, First Eagle Investment Management LLC

Only CVX (33)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, 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), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Millennium Management LLC, PDT Partners LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, and 8 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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