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UGI · XOM 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.

UGIXOM
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.
  • UGI
  • XOM
010203040202120222023202420252026
Holders and value by quarter
QuarterUGIXOM
Q3 20203 holders, $745m21 holders, $7.1bn
Q4 20203 holders, $812m28 holders, $8.0bn
Q1 20215 holders, $1.0bn27 holders, $11.5bn
Q2 20216 holders, $1.2bn28 holders, $13.4bn
Q3 20214 holders, $986m30 holders, $13.0bn
Q4 20216 holders, $1.0bn29 holders, $14.2bn
Q1 202211 holders, $788m37 holders, $20.3bn
Q2 20227 holders, $672m30 holders, $23.2bn
Q3 20226 holders, $480m27 holders, $25.6bn
Q4 20224 holders, $394m32 holders, $62.9bn
Q1 20236 holders, $296m29 holders, $32.9bn
Q2 20237 holders, $204m30 holders, $32.1bn
Q3 20237 holders, $258m30 holders, $35.1bn
Q4 20234 holders, $174m38 holders, $30.7bn
Q1 20245 holders, $149m32 holders, $36.5bn
Q2 20244 holders, $171m33 holders, $42.7bn
Q3 20244 holders, $112m28 holders, $42.3bn
Q4 20249 holders, $239m33 holders, $37.4bn
Q1 202510 holders, $267m32 holders, $39.3bn
Q2 20257 holders, $264m28 holders, $32.5bn
Q3 20258 holders, $259m29 holders, $33.1bn
Q4 20258 holders, $469m33 holders, $36.0bn
Q1 20269 holders, $512m32 holders, $54.7bn
Q2 20265 holders, $322m31 holders, $44.7bn
UGI

Ugi Corp New

Holders
5
Reported value
$322m
Buyers
13
Sellers
19

Breadth -6 among 91 comparable managers.

UtilitiesEnergy and power infrastructure · L3VLUP
XOM

Exxon Mobil Corp

Holders
31
Reported value
$44.7bn
Buyers
20
Sellers
18

Breadth +2 among 91 comparable managers.

EnergyEnergy and power infrastructure · L3VLUPOil and gas

Who holds both, Q2 2026

Among the 32 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only UGI (1)

Artisan Partners LP

Only XOM (27)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP, and 2 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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