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BE · 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.

BECVX
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.
  • BE
  • CVX
010203040202120222023202420252026
Holders and value by quarter
QuarterBECVX
Q3 20207 holders, $129m18 holders, $9.3bn
Q4 20205 holders, $43m27 holders, $12.0bn
Q1 20213 holders, $25m22 holders, $12.8bn
Q2 20213 holders, $6.7m25 holders, $12.5bn
Q3 20211 holders, $19m25 holders, $12.4bn
Q4 20214 holders, $89m24 holders, $14.6bn
Q1 20224 holders, $81m25 holders, $39.6bn
Q2 20223 holders, $14m25 holders, $35.6bn
Q3 20224 holders, $111m33 holders, $37.1bn
Q4 20222 holders, $72m33 holders, $45.2bn
Q1 20234 holders, $110m32 holders, $36.7bn
Q2 20235 holders, $170m32 holders, $34.1bn
Q3 20236 holders, $128m31 holders, $33.6bn
Q4 20234 holders, $96m29 holders, $32.3bn
Q1 20243 holders, $51m24 holders, $31.7bn
Q2 20246 holders, $136m30 holders, $31.2bn
Q3 20244 holders, $53m28 holders, $28.5bn
Q4 20249 holders, $227m28 holders, $28.4bn
Q1 20258 holders, $408m26 holders, $32.6bn
Q2 202511 holders, $604m27 holders, $28.7bn
Q3 202515 holders, $2.7bn33 holders, $34.2bn
Q4 202522 holders, $2.5bn33 holders, $34.8bn
Q1 202627 holders, $3.8bn40 holders, $40.1bn
Q2 202639 holders, $9.2bn37 holders, $32.6bn
BE

Bloom Energy Corp

Holders
39
Reported value
$9.2bn
Buyers
24
Sellers
23

Breadth +1 among 91 comparable managers.

IndustrialsEnergy and power infrastructure · L3VLUPIndustrials and automation · L3VLUP
CVX

Chevron Corporation

Holders
37
Reported value
$32.6bn
Buyers
23
Sellers
20

Breadth +3 among 91 comparable managers.

EnergyEnergy and power infrastructure · L3VLUPOil and gas

Who holds both, Q2 2026

Among the 53 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only BE (16)

Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Caxton Associates LLP, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Light Street Capital Management LLC, Moore Capital Management LP, Polen Capital Management LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, Two Sigma Investments LP, Verition Fund Management LLC, Whale Rock Capital Management LLC, Winton Group Ltd

Only CVX (14)

Acadian Asset Management LLC, AllianceBernstein LP, Berkshire Hathaway Inc, Capital Research Global Investors, Citadel Advisors LLC, Discovery Capital Management LLC, Dodge & Cox, GAMCO Investors Inc, Harris Associates LP, Janus Henderson Group Ltd, PDT Partners LLC, Quantbot Technologies LP, Wellington Management Group LLP, Woodline Partners LP

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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