CHKR · Chesapeake Granite Wash Trust · Holdings
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Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Institutional Ownership Trend
Holder Concentration
Across 2 13F filers with any position, options includedWho Holds CHKR
Last 8 quarters through Sep 30, 2026 (filing window open)Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.
Jun 30, 2026, the newest closed quarter: 2 filers, like-for-like change 0.0%; actively managed books 0.0%.
| Holder type | Share | Filers | Change |
|---|---|---|---|
| Registered adviser | 99.9% | 1 | — |
| Unknown | 0.1% | 1 | 0.0% |
| Style | Share | Filers | Change |
|---|---|---|---|
| Concentrated | 99.9% | 1 | — |
| Diversified active | 0.1% | 1 | 0.0% |
| Turnover | Share | Filers | Change |
|---|---|---|---|
| Low turnover | 0.1% | 1 | 0.0% |
| Unknown | 99.9% | 1 | — |
| Holding horizon | Share | Filers | Change |
|---|---|---|---|
| Short horizon | 99.9% | 1 | — |
| Long horizon | 0.1% | 1 | 0.0% |
| Medium horizon | 0.0% | 0 | — |
| 13F book size | Share | Filers | Change |
|---|---|---|---|
| Under $1B | 99.9% | 1 | — |
| $10B to $100B | 0.1% | 1 | 0.0% |
| $1B to $10B | 0.0% | 0 | — |
| Client base | Share | Filers | Change |
|---|---|---|---|
| Individuals and high net worth | 99.9% | 1 | — |
| Other investment advisers | 0.0% | 0 | — |
| Unknown | 0.1% | 1 | 0.0% |
| Private funds | Share | Filers | Change |
|---|---|---|---|
| No private funds | 99.9% | 1 | — |
| Unknown | 0.1% | 1 | 0.0% |
| Location | Share | Filers | Change |
|---|---|---|---|
| United States | 100.0% | 2 | 0.0% |
The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.
How the mix is measured
Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.
Excluded 1 holder with no observed 2026-03-31 13F.
Conviction and Crowding
2 13F filers, quarter ended Jun 30, 2026Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.
Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).
Shareholder Targets
13F filers that own its peers but not CHKR, quarter ended Jun 30, 2026CHKR has no holder-overlap peers, so these filers hold the largest Energy stocks: XOM, CVX, COP, WMB, TTE, EOG, VLO, SLB, CNQ, ENB, MPC, TRGP, PSX, BKR, KMI, TRP, OKE, LNG, SU, DVN. 5,698 filers in all.
| # | Filer | In peers | Largest peers |
|---|---|---|---|
| 1 | BlackRock, Inc. Holding company, Index-like | $151,352,790,382 20 held | XOM, CVX, COP |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC Registered adviser, Index-like | $129,537,308,237 20 held | XOM, CVX, COP |
| 3 | STATE STREET CORP Bank, Index-like | $107,633,122,108 18 held | XOM, CVX, COP |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC Registered adviser, Diversified active | $61,434,449,412 16 held | XOM, CVX, MPC |
| 5 | GEODE CAPITAL MANAGEMENT, LLC Registered adviser, Index-like | $47,670,337,763 19 held | XOM, CVX, COP |
| 6 | FMR LLC Holding company, Diversified active | $38,578,282,548 20 held | XOM, COP, CNQ |
| 7 | MORGAN STANLEY Holding company, Index-like | $36,374,588,473 20 held | XOM, CVX, WMB |
| 8 | JPMORGAN CHASE & CO Bank, Diversified active | $35,350,206,197 20 held | XOM, COP, BKR |
| 9 | Capital World Investors Adviser, Diversified active | $29,914,315,622 11 held | CNQ, EOG, TTE |
| 10 | ROYAL BANK OF CANADA Bank, Diversified active | $29,832,873,785 20 held | ENB, CNQ, TRP |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small Markowski Investments Registered adviser | $646 | 100.00% | 1,700 | Shares | 2026-10-30 |