Holders over time
- XOM
- CVX
| Quarter | XOM | CVX |
|---|---|---|
| Q3 2020 | 21 holders, $7.1bn | 18 holders, $9.3bn |
| Q4 2020 | 28 holders, $8.0bn | 27 holders, $12.0bn |
| Q1 2021 | 27 holders, $11.5bn | 22 holders, $12.8bn |
| Q2 2021 | 28 holders, $13.4bn | 25 holders, $12.5bn |
| Q3 2021 | 30 holders, $13.0bn | 25 holders, $12.4bn |
| Q4 2021 | 29 holders, $14.2bn | 24 holders, $14.6bn |
| Q1 2022 | 37 holders, $20.3bn | 25 holders, $39.6bn |
| Q2 2022 | 30 holders, $23.2bn | 25 holders, $35.6bn |
| Q3 2022 | 27 holders, $25.6bn | 33 holders, $37.1bn |
| Q4 2022 | 32 holders, $62.9bn | 33 holders, $45.2bn |
| Q1 2023 | 29 holders, $32.9bn | 32 holders, $36.7bn |
| Q2 2023 | 30 holders, $32.1bn | 32 holders, $34.1bn |
| Q3 2023 | 30 holders, $35.1bn | 31 holders, $33.6bn |
| Q4 2023 | 38 holders, $30.7bn | 29 holders, $32.3bn |
| Q1 2024 | 32 holders, $36.5bn | 24 holders, $31.7bn |
| Q2 2024 | 33 holders, $42.7bn | 30 holders, $31.2bn |
| Q3 2024 | 28 holders, $42.3bn | 28 holders, $28.5bn |
| Q4 2024 | 33 holders, $37.4bn | 28 holders, $28.4bn |
| Q1 2025 | 32 holders, $39.3bn | 26 holders, $32.6bn |
| Q2 2025 | 28 holders, $32.5bn | 27 holders, $28.7bn |
| Q3 2025 | 29 holders, $33.1bn | 33 holders, $34.2bn |
| Q4 2025 | 33 holders, $36.0bn | 33 holders, $34.8bn |
| Q1 2026 | 32 holders, $54.7bn | 40 holders, $40.1bn |
| Q2 2026 | 31 holders, $44.7bn | 37 holders, $32.6bn |
Exxon Mobil Corp
- Holders
- 32
- Reported value
- $36.5bn
- Buyers
- 15
- Sellers
- 21
Breadth -6 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 (18)
AllianceBernstein LP, AQR Capital Management LLC, Capital Research Global Investors, Capital World Investors, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Winton Group Ltd
Only XOM (14)
Acadian Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Point72 Asset Management LP, Susquehanna International Group LLP, Verition Fund 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.