Holders over time
- OXY
- CVX
| Quarter | OXY | CVX |
|---|---|---|
| Q3 2020 | 6 holders, $2.1bn | 18 holders, $9.3bn |
| Q4 2020 | 10 holders, $4.1bn | 27 holders, $12.0bn |
| Q1 2021 | 11 holders, $6.1bn | 22 holders, $12.8bn |
| Q2 2021 | 16 holders, $6.3bn | 25 holders, $12.5bn |
| Q3 2021 | 17 holders, $5.7bn | 25 holders, $12.4bn |
| Q4 2021 | 17 holders, $5.6bn | 24 holders, $14.6bn |
| Q1 2022 | 27 holders, $16.7bn | 25 holders, $39.6bn |
| Q2 2022 | 23 holders, $18.3bn | 25 holders, $35.6bn |
| Q3 2022 | 23 holders, $20.7bn | 33 holders, $37.1bn |
| Q4 2022 | 18 holders, $21.7bn | 33 holders, $45.2bn |
| Q1 2023 | 22 holders, $22.0bn | 32 holders, $36.7bn |
| Q2 2023 | 20 holders, $20.8bn | 32 holders, $34.1bn |
| Q3 2023 | 20 holders, $23.4bn | 31 holders, $33.6bn |
| Q4 2023 | 14 holders, $21.5bn | 29 holders, $32.3bn |
| Q1 2024 | 18 holders, $23.7bn | 24 holders, $31.7bn |
| Q2 2024 | 18 holders, $23.3bn | 30 holders, $31.2bn |
| Q3 2024 | 14 holders, $18.1bn | 28 holders, $28.5bn |
| Q4 2024 | 10 holders, $17.3bn | 28 holders, $28.4bn |
| Q1 2025 | 12 holders, $17.9bn | 26 holders, $32.6bn |
| Q2 2025 | 6 holders, $14.6bn | 27 holders, $28.7bn |
| Q3 2025 | 12 holders, $16.8bn | 33 holders, $34.2bn |
| Q4 2025 | 12 holders, $14.5bn | 33 holders, $34.8bn |
| Q1 2026 | 19 holders, $24.1bn | 40 holders, $40.1bn |
| Q2 2026 | 15 holders, $18.4bn | 37 holders, $32.6bn |
Occidental Pete Corp
- Holders
- 18
- Reported value
- $23.7bn
- Buyers
- 8
- Sellers
- 10
Breadth -2 among 93 comparable managers.
Chevron Corporation
- Holders
- 24
- Reported value
- $31.7bn
- Buyers
- 11
- Sellers
- 14
Breadth -3 among 93 comparable managers.
Who holds both, Q1 2024
Both (13)
AllianceBernstein LP, Berkshire Hathaway Inc, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Two Sigma Advisers LP, Winton Group Ltd
Only OXY (5)
Caxton Associates LLP, ExodusPoint Capital Management LP, Marshall Wace LLP, Tudor Investment Corp, Two Sigma Investments LP
Only CVX (11)
AQR Capital Management LLC, Arrowstreet Capital LP, Capital Research Global Investors, Capital World Investors, Harris Associates LP, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
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.