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SRE · 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.

SRECVX
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.
  • SRE
  • CVX
010203040202120222023202420252026
Holders and value by quarter
QuarterSRECVX
Q3 202018 holders, $6.1bn18 holders, $9.3bn
Q4 202022 holders, $6.4bn27 holders, $12.0bn
Q1 202121 holders, $7.1bn22 holders, $12.8bn
Q2 202112 holders, $6.9bn25 holders, $12.5bn
Q3 202115 holders, $6.7bn25 holders, $12.4bn
Q4 202122 holders, $6.0bn24 holders, $14.6bn
Q1 202212 holders, $8.6bn25 holders, $39.6bn
Q2 202215 holders, $7.5bn25 holders, $35.6bn
Q3 202219 holders, $6.9bn33 holders, $37.1bn
Q4 202215 holders, $6.2bn33 holders, $45.2bn
Q1 202317 holders, $6.1bn32 holders, $36.7bn
Q2 202320 holders, $5.4bn32 holders, $34.1bn
Q3 202319 holders, $5.2bn31 holders, $33.6bn
Q4 202317 holders, $6.3bn29 holders, $32.3bn
Q1 202416 holders, $5.8bn24 holders, $31.7bn
Q2 202414 holders, $6.2bn30 holders, $31.2bn
Q3 202413 holders, $6.6bn28 holders, $28.5bn
Q4 202414 holders, $7.9bn28 holders, $28.4bn
Q1 202518 holders, $6.7bn26 holders, $32.6bn
Q2 202512 holders, $7.6bn27 holders, $28.7bn
Q3 202516 holders, $9.5bn33 holders, $34.2bn
Q4 202514 holders, $8.6bn33 holders, $34.8bn
Q1 202620 holders, $10.4bn40 holders, $40.1bn
Q2 202621 holders, $9.8bn37 holders, $32.6bn
SRE

Sempra

Holders
21
Reported value
$9.8bn
Buyers
15
Sellers
21

Breadth -6 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 42 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SRE (5)

Balyasny Asset Management LLC, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Soros Fund Management LLC, Verition Fund Management LLC

Only CVX (21)

AllianceBernstein LP, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, ExodusPoint Capital Management LP, GAMCO Investors Inc, Harris Associates LP, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, PDT Partners LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Tudor Investment Corp, Voloridge Investment Management LLC, Walleye Capital LLC

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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