Holders over time
- BP
- CVX
| Quarter | BP | CVX |
|---|---|---|
| Q3 2020 | 14 holders, $928m | 18 holders, $9.3bn |
| Q4 2020 | 7 holders, $639m | 27 holders, $12.0bn |
| Q1 2021 | 10 holders, $751m | 22 holders, $12.8bn |
| Q2 2021 | 10 holders, $837m | 25 holders, $12.5bn |
| Q3 2021 | 10 holders, $890m | 25 holders, $12.4bn |
| Q4 2021 | 10 holders, $1.0bn | 24 holders, $14.6bn |
| Q1 2022 | 11 holders, $1.5bn | 25 holders, $39.6bn |
| Q2 2022 | 10 holders, $1.4bn | 25 holders, $35.6bn |
| Q3 2022 | 8 holders, $1.4bn | 33 holders, $37.1bn |
| Q4 2022 | 11 holders, $2.2bn | 33 holders, $45.2bn |
| Q1 2023 | 13 holders, $2.5bn | 32 holders, $36.7bn |
| Q2 2023 | 14 holders, $2.4bn | 32 holders, $34.1bn |
| Q3 2023 | 15 holders, $3.3bn | 31 holders, $33.6bn |
| Q4 2023 | 18 holders, $2.8bn | 29 holders, $32.3bn |
| Q1 2024 | 17 holders, $2.1bn | 24 holders, $31.7bn |
| Q2 2024 | 12 holders, $1.4bn | 30 holders, $31.2bn |
| Q3 2024 | 11 holders, $856m | 28 holders, $28.5bn |
| Q4 2024 | 11 holders, $969m | 28 holders, $28.4bn |
| Q1 2025 | 11 holders, $892m | 26 holders, $32.6bn |
| Q2 2025 | 7 holders, $578m | 27 holders, $28.7bn |
| Q3 2025 | 13 holders, $1.4bn | 33 holders, $34.2bn |
| Q4 2025 | 13 holders, $1.6bn | 33 holders, $34.8bn |
| Q1 2026 | 14 holders, $3.4bn | 40 holders, $40.1bn |
| Q2 2026 | 11 holders, $2.6bn | 37 holders, $32.6bn |
BP PLC
- Holders
- 18
- Reported value
- $2.8bn
- Buyers
- 9
- Sellers
- 10
Breadth -1 among 93 comparable managers.
Chevron Corporation
- Holders
- 29
- Reported value
- $32.3bn
- Buyers
- 17
- Sellers
- 14
Breadth +3 among 93 comparable managers.
Who holds both, Q4 2023
Both (9)
Acadian Asset Management LLC, Balyasny Asset Management LLC, Bridgewater Associates LP, Citadel Advisors LLC, Jane Street Group LLC, Millennium Management LLC, Point72 Asset Management LP, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only BP (9)
Arrowstreet Capital LP, Holocene Advisors LP, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC
Only CVX (20)
AllianceBernstein LP, AQR Capital Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Voloridge Investment Management 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.