Holders over time
- VVV
- CVX
| Quarter | VVV | CVX |
|---|---|---|
| Q3 2020 | 7 holders, $401m | 18 holders, $9.3bn |
| Q4 2020 | 3 holders, $412m | 27 holders, $12.0bn |
| Q1 2021 | 5 holders, $175m | 22 holders, $12.8bn |
| Q2 2021 | 5 holders, $199m | 25 holders, $12.5bn |
| Q3 2021 | 5 holders, $230m | 25 holders, $12.4bn |
| Q4 2021 | 11 holders, $826m | 24 holders, $14.6bn |
| Q1 2022 | 11 holders, $806m | 25 holders, $39.6bn |
| Q2 2022 | 12 holders, $776m | 25 holders, $35.6bn |
| Q3 2022 | 9 holders, $842m | 33 holders, $37.1bn |
| Q4 2022 | 13 holders, $1.0bn | 33 holders, $45.2bn |
| Q1 2023 | 11 holders, $1.0bn | 32 holders, $36.7bn |
| Q2 2023 | 9 holders, $671m | 32 holders, $34.1bn |
| Q3 2023 | 7 holders, $563m | 31 holders, $33.6bn |
| Q4 2023 | 7 holders, $418m | 29 holders, $32.3bn |
| Q1 2024 | 8 holders, $422m | 24 holders, $31.7bn |
| Q2 2024 | 8 holders, $315m | 30 holders, $31.2bn |
| Q3 2024 | 11 holders, $314m | 28 holders, $28.5bn |
| Q4 2024 | 13 holders, $202m | 28 holders, $28.4bn |
| Q1 2025 | 11 holders, $162m | 26 holders, $32.6bn |
| Q2 2025 | 10 holders, $361m | 27 holders, $28.7bn |
| Q3 2025 | 11 holders, $444m | 33 holders, $34.2bn |
| Q4 2025 | 6 holders, $334m | 33 holders, $34.8bn |
| Q1 2026 | 10 holders, $459m | 40 holders, $40.1bn |
| Q2 2026 | 9 holders, $547m | 37 holders, $32.6bn |
Valvoline Inc
- Holders
- 10
- Reported value
- $459m
- Buyers
- 15
- Sellers
- 13
Breadth +2 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)
ExodusPoint Capital Management LP, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Marshall Wace LLP, Neuberger Berman Group LLC, Verition Fund Management LLC, Wellington Management Group LLP
Only VVV (1)
Only CVX (31)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, 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), Freestone Grove Partners LP, Harris Associates LP, Invesco Ltd, Man Group PLC, MFS Investment Management, Millennium Management 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 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.