Holders over time
- CVX
- CNQ
| Quarter | CVX | CNQ |
|---|---|---|
| Q3 2020 | 18 holders, $9.3bn | 10 holders, $3.6bn |
| Q4 2020 | 27 holders, $12.0bn | 12 holders, $6.6bn |
| Q1 2021 | 22 holders, $12.8bn | 16 holders, $9.4bn |
| Q2 2021 | 25 holders, $12.5bn | 15 holders, $11.4bn |
| Q3 2021 | 25 holders, $12.4bn | 16 holders, $11.6bn |
| Q4 2021 | 24 holders, $14.6bn | 15 holders, $14.1bn |
| Q1 2022 | 25 holders, $39.6bn | 17 holders, $23.2bn |
| Q2 2022 | 25 holders, $35.6bn | 18 holders, $19.8bn |
| Q3 2022 | 33 holders, $37.1bn | 20 holders, $15.6bn |
| Q4 2022 | 33 holders, $45.2bn | 16 holders, $19.0bn |
| Q1 2023 | 32 holders, $36.7bn | 14 holders, $18.3bn |
| Q2 2023 | 32 holders, $34.1bn | 14 holders, $17.5bn |
| Q3 2023 | 31 holders, $33.6bn | 15 holders, $20.0bn |
| Q4 2023 | 29 holders, $32.3bn | 13 holders, $19.1bn |
| Q1 2024 | 24 holders, $31.7bn | 19 holders, $22.3bn |
| Q2 2024 | 30 holders, $31.2bn | 17 holders, $19.1bn |
| Q3 2024 | 28 holders, $28.5bn | 20 holders, $17.1bn |
| Q4 2024 | 28 holders, $28.4bn | 19 holders, $15.5bn |
| Q1 2025 | 26 holders, $32.6bn | 22 holders, $13.9bn |
| Q2 2025 | 27 holders, $28.7bn | 17 holders, $13.9bn |
| Q3 2025 | 33 holders, $34.2bn | 13 holders, $13.9bn |
| Q4 2025 | 33 holders, $34.8bn | 14 holders, $16.3bn |
| Q1 2026 | 40 holders, $40.1bn | 13 holders, $25.7bn |
| Q2 2026 | 37 holders, $32.6bn | 16 holders, $19.1bn |
Chevron Corporation
- Holders
- 29
- Reported value
- $32.3bn
- Buyers
- 17
- Sellers
- 14
Breadth +3 among 93 comparable managers.
Canadian Nat Res LTD Med Ter
- Holders
- 13
- Reported value
- $19.1bn
- Buyers
- 7
- Sellers
- 9
Breadth -2 among 93 comparable managers.
Who holds both, Q4 2023
Both (11)
Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Janus Henderson Group Ltd, MFS Investment Management, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Wellington Management Group LLP
Only CVX (18)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Squarepoint Ops LLC, Susquehanna International Group LLP
Only CNQ (2)
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.