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SR · 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.

SRCVX
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.
  • SR
  • CVX
010203040202120222023202420252026
Holders and value by quarter
QuarterSRCVX
Q3 20202 holders, $2.7m18 holders, $9.3bn
Q4 20201 holders, $3.6m27 holders, $12.0bn
Q1 2021none listed holders, n.a.22 holders, $12.8bn
Q2 2021none listed holders, n.a.25 holders, $12.5bn
Q3 20211 holders, $1.2m25 holders, $12.4bn
Q4 20211 holders, $3.5m24 holders, $14.6bn
Q1 20226 holders, $32m25 holders, $39.6bn
Q2 20223 holders, $21m25 holders, $35.6bn
Q3 20221 holders, $4.2m33 holders, $37.1bn
Q4 2022none listed holders, n.a.33 holders, $45.2bn
Q1 20232 holders, $5.6m32 holders, $36.7bn
Q2 20236 holders, $19m32 holders, $34.1bn
Q3 20232 holders, $2.7m31 holders, $33.6bn
Q4 20232 holders, $18m29 holders, $32.3bn
Q1 20241 holders, $13m24 holders, $31.7bn
Q2 20241 holders, $12m30 holders, $31.2bn
Q3 20241 holders, $6.3m28 holders, $28.5bn
Q4 20241 holders, $5.2m28 holders, $28.4bn
Q1 20252 holders, $34m26 holders, $32.6bn
Q2 20252 holders, $35m27 holders, $28.7bn
Q3 20252 holders, $60m33 holders, $34.2bn
Q4 20253 holders, $79m33 holders, $34.8bn
Q1 20262 holders, $99m40 holders, $40.1bn
Q2 20264 holders, $94m37 holders, $32.6bn
SR

Spire Inc

Holders
4
Reported value
$94m
Buyers
15
Sellers
12

Breadth +3 among 91 comparable managers.

UtilitiesEnergy and power infrastructure · 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 37 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SR (0)

None.

Only CVX (33)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, Point72 Asset Management LP, Renaissance Technologies 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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