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WTRG · 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.

WTRGCVX
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.
  • WTRG
  • CVX
010203040202120222023202420252026
Holders and value by quarter
QuarterWTRGCVX
Q3 20207 holders, $31m18 holders, $9.3bn
Q4 20202 holders, $10m27 holders, $12.0bn
Q1 20211 holders, $2.8m22 holders, $12.8bn
Q2 2021none listed holders, n.a.25 holders, $12.5bn
Q3 20212 holders, $33m25 holders, $12.4bn
Q4 20212 holders, $50m24 holders, $14.6bn
Q1 20227 holders, $148m25 holders, $39.6bn
Q2 20228 holders, $355m25 holders, $35.6bn
Q3 20224 holders, $60m33 holders, $37.1bn
Q4 20223 holders, $218m33 holders, $45.2bn
Q1 20235 holders, $48m32 holders, $36.7bn
Q2 20234 holders, $42m32 holders, $34.1bn
Q3 20235 holders, $72m31 holders, $33.6bn
Q4 20232 holders, $44m29 holders, $32.3bn
Q1 2024none listed holders, n.a.24 holders, $31.7bn
Q2 20241 holders, $5.8m30 holders, $31.2bn
Q3 20244 holders, $49m28 holders, $28.5bn
Q4 20242 holders, $19m28 holders, $28.4bn
Q1 20254 holders, $77m26 holders, $32.6bn
Q2 20254 holders, $119m27 holders, $28.7bn
Q3 20252 holders, $6.6m33 holders, $34.2bn
Q4 20251 holders, $4.8m33 holders, $34.8bn
Q1 20265 holders, $398m40 holders, $40.1bn
Q2 20267 holders, $412m37 holders, $32.6bn
WTRG

Essential Utils Inc

Holders
5
Reported value
$398m
Buyers
21
Sellers
7

Breadth +14 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 41 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only WTRG (1)

Balyasny Asset Management LLC

Only CVX (36)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, 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, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, PDT Partners LLC, Point72 Asset Management LP, Quantbot Technologies LP, and 11 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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