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
- 14
- Reported value
- $18.1bn
- Buyers
- 9
- Sellers
- 6
Breadth +3 among 94 comparable managers.
Chevron Corporation
- Holders
- 28
- Reported value
- $28.5bn
- Buyers
- 14
- Sellers
- 15
Breadth -1 among 94 comparable managers.
Who holds both, Q3 2024
Both (9)
AllianceBernstein LP, Berkshire Hathaway Inc, Caxton Associates LLP, Dodge & Cox, Eisler Capital Management Ltd, GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Squarepoint Ops LLC
Only OXY (5)
Marshall Wace LLP, Susquehanna International Group LLP, Tudor Investment Corp, Walleye Capital LLC, Winton Group Ltd
Only CVX (19)
Acadian Asset Management LLC, AQR Capital Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Harris Associates LP, Hudson Bay Capital Management LP, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Voloridge Investment 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.