L3VLUP
Quarter end
31 Dec 2023
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 8 Feb 2024
Managers listing it
16
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 13 listed it in both
Shares listed
178,651,829
combined, among listed positions
Reported value
$5.7bn
combined, at the quarter end

Among the 93 comparable managers: 9 buyers (opened or added shares) and 9 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing SU in Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

16 of 16 holders

ActionFiling
Dodge & Cox43,816,554$1.4bn0.89%Trimmed-1,062,90022 Feb 2024 (the filing on sec.gov)
MFS Investment Management22,384,816$717m0.23%Added+1,725,9698 Feb 2024 (the filing on sec.gov)
Invesco Ltd21,207,303$679m0.16%Added+4,740,67913 Feb 2024 (the filing on sec.gov)
Artisan Partners LP20,530,994$658m1.01%Added+182,28912 Feb 2024 (the filing on sec.gov)
Arrowstreet Capital LP19,189,706$615m0.64%Trimmed-7,821,53414 Feb 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc17,497,711$561m0.08%Added+910,85816 Feb 2024 (the filing on sec.gov)
Fidelity (FMR LLC)13,131,847$421munder 0.1%Trimmed-4,117,0855 Nov 2026 (the filing on sec.gov)
Elliott Investment Management LP10,000,000$321m1.71%Held014 Feb 2024 (the filing on sec.gov)
Capital Research Global Investors4,862,514$156munder 0.1%Trimmed-1,15313 Feb 2024 (the filing on sec.gov)
Voloridge Investment Management LLC2,253,550$72m0.28%Added+161,42714 Feb 2024 (the filing on sec.gov)
Balyasny Asset Management LLC2,013,559$65m0.12%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Janus Henderson Group Ltd982,154$32munder 0.1%Trimmed-77,73714 Feb 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP413,889$13m0.09%Trimmed-36,11114 Feb 2024 (the filing on sec.gov)
Verition Fund Management LLC264,621$8.5m0.07%Added+58,06814 Feb 2024 (the filing on sec.gov)
Quantbot Technologies LP55,382$1.8m0.10%Newnew14 Feb 2024 (the filing on sec.gov)
Eisler Capital Management Ltd47,229$1.5munder 0.1%Newnew13 Feb 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
17 in Q3 2024 to 23 in Q2 2026

Tracked managers listing it, at least.

01020302014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SU by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20139$5.6bnn.a.n.a.
Q3 201311$7.6bnn.a.n.a.
Q4 201314$6.9bnn.a.n.a.
Q1 201416$6.6bnn.a.n.a.
Q2 201420$8.7bnn.a.n.a.
Q3 201416$7.7bnn.a.n.a.
Q4 201412$7.6bnn.a.n.a.
Q1 201515$7.6bnn.a.n.a.
Q2 201516$7.3bnn.a.n.a.
Q3 201515$7.8bnn.a.n.a.
Q4 201513$7.6bnn.a.n.a.
Q1 201615$9.4bnn.a.n.a.
Q2 201615$9.9bnn.a.n.a.
Q3 201615$10.5bnn.a.n.a.
Q4 201615$13.2bnn.a.n.a.
Q1 201714$12.2bnn.a.n.a.
Q2 201718$11.2bnn.a.n.a.
Q3 201720$14.0bnn.a.n.a.
Q4 201719$14.8bnn.a.n.a.
Q1 201822$14.0bnn.a.n.a.
Q2 201818$14.6bnn.a.n.a.
Q3 201820$11.8bnn.a.n.a.
Q4 201824$8.2bnn.a.n.a.
Q1 201924$8.9bnn.a.n.a.
Q2 201926$8.9bnn.a.n.a.
Q3 201923$9.0bnn.a.n.a.
Q4 201921$9.3bnn.a.n.a.
Q1 202021$3.9bnn.a.n.a.
Q2 202017$3.6bnn.a.n.a.
Q3 202014$2.4bnn.a.n.a.
Q4 202015$3.4bnn.a.n.a.
Q1 202119$4.4bnn.a.n.a.
Q2 202116$5.2bnn.a.n.a.
Q3 202119$3.9bnn.a.n.a.
Q4 202120$4.5bnn.a.n.a.
Q1 202219$5.9bnn.a.n.a.
Q2 202225$6.3bnn.a.n.a.
Q3 202223$4.7bnn.a.n.a.
Q4 202222$5.4bnn.a.n.a.
Q1 202321$4.6bnn.a.n.a.
Q2 202315$4.3bnn.a.n.a.
Q3 202318$6.4bnn.a.n.a.
Q4 202316$5.7bn99
Q1 202420$8.3bn174
Q2 202420$8.9bn129
Q3 202417$7.9bn106
Q4 202417$7.4bn108
Q1 202519$8.1bn126
Q2 202521$7.5bn910
Q3 202518$8.5bn108
Q4 202521$9.0bn1125
Q1 202623$13.6bn1820
Q2 202623$9.5bn2216

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

SU and GEV →SU and XOM →SU and CVX →Choose a stock to compare with SU →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own SU, latest filings →Back to the 13F Explorer →