Holders over time
- OXY
- XOM
| Quarter | OXY | XOM |
|---|---|---|
| Q3 2020 | 6 holders, $2.1bn | 21 holders, $7.1bn |
| Q4 2020 | 10 holders, $4.1bn | 28 holders, $8.0bn |
| Q1 2021 | 11 holders, $6.1bn | 27 holders, $11.5bn |
| Q2 2021 | 16 holders, $6.3bn | 28 holders, $13.4bn |
| Q3 2021 | 17 holders, $5.7bn | 30 holders, $13.0bn |
| Q4 2021 | 17 holders, $5.6bn | 29 holders, $14.2bn |
| Q1 2022 | 27 holders, $16.7bn | 37 holders, $20.3bn |
| Q2 2022 | 23 holders, $18.3bn | 30 holders, $23.2bn |
| Q3 2022 | 23 holders, $20.7bn | 27 holders, $25.6bn |
| Q4 2022 | 18 holders, $21.7bn | 32 holders, $62.9bn |
| Q1 2023 | 22 holders, $22.0bn | 29 holders, $32.9bn |
| Q2 2023 | 20 holders, $20.8bn | 30 holders, $32.1bn |
| Q3 2023 | 20 holders, $23.4bn | 30 holders, $35.1bn |
| Q4 2023 | 14 holders, $21.5bn | 38 holders, $30.7bn |
| Q1 2024 | 18 holders, $23.7bn | 32 holders, $36.5bn |
| Q2 2024 | 18 holders, $23.3bn | 33 holders, $42.7bn |
| Q3 2024 | 14 holders, $18.1bn | 28 holders, $42.3bn |
| Q4 2024 | 10 holders, $17.3bn | 33 holders, $37.4bn |
| Q1 2025 | 12 holders, $17.9bn | 32 holders, $39.3bn |
| Q2 2025 | 6 holders, $14.6bn | 28 holders, $32.5bn |
| Q3 2025 | 12 holders, $16.8bn | 29 holders, $33.1bn |
| Q4 2025 | 12 holders, $14.5bn | 33 holders, $36.0bn |
| Q1 2026 | 19 holders, $24.1bn | 32 holders, $54.7bn |
| Q2 2026 | 15 holders, $18.4bn | 31 holders, $44.7bn |
Occidental Pete Corp
- Holders
- 18
- Reported value
- $23.3bn
- Buyers
- 8
- Sellers
- 9
Breadth -1 among 94 comparable managers.
Exxon Mobil Corp
- Holders
- 33
- Reported value
- $42.7bn
- Buyers
- 22
- Sellers
- 14
Breadth +8 among 94 comparable managers.
Who holds both, Q2 2024
Both (15)
AllianceBernstein LP, Caxton Associates LLP, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Neuberger Berman Group LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Two Sigma Advisers LP, Two Sigma Investments LP, Winton Group Ltd
Only XOM (18)
Acadian Asset Management LLC, AQR Capital Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Hudson Bay Capital Management LP, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, 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.