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SHEL · CVX in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

SHELCVX
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • SHEL
  • CVX
010203040202120222023202420252026
Holders and value by quarter
QuarterSHELCVX
Q3 2020none listed holders, n.a.18 holders, $9.3bn
Q4 2020none listed holders, n.a.27 holders, $12.0bn
Q1 2021none listed holders, n.a.22 holders, $12.8bn
Q2 2021none listed holders, n.a.25 holders, $12.5bn
Q3 2021none listed holders, n.a.25 holders, $12.4bn
Q4 2021none listed holders, n.a.24 holders, $14.6bn
Q1 202218 holders, $3.5bn25 holders, $39.6bn
Q2 202219 holders, $3.5bn25 holders, $35.6bn
Q3 202215 holders, $2.9bn33 holders, $37.1bn
Q4 202217 holders, $3.1bn33 holders, $45.2bn
Q1 202315 holders, $3.4bn32 holders, $36.7bn
Q2 202319 holders, $3.9bn32 holders, $34.1bn
Q3 202317 holders, $4.7bn31 holders, $33.6bn
Q4 202318 holders, $5.3bn29 holders, $32.3bn
Q1 202420 holders, $5.9bn24 holders, $31.7bn
Q2 202418 holders, $7.1bn30 holders, $31.2bn
Q3 202420 holders, $7.3bn28 holders, $28.5bn
Q4 202420 holders, $8.1bn28 holders, $28.4bn
Q1 202521 holders, $10.0bn26 holders, $32.6bn
Q2 202515 holders, $9.2bn27 holders, $28.7bn
Q3 202512 holders, $8.8bn33 holders, $34.2bn
Q4 202512 holders, $9.2bn33 holders, $34.8bn
Q1 202614 holders, $12.2bn40 holders, $40.1bn
Q2 202617 holders, $10.0bn37 holders, $32.6bn
SHEL

Shell PLC

Holders
20
Reported value
$7.3bn
Buyers
13
Sellers
7

Breadth +6 among 94 comparable managers.

EnergyEnergy and power infrastructure · L3VLUPOil and gas
CVX

Chevron Corporation

Holders
28
Reported value
$28.5bn
Buyers
14
Sellers
15

Breadth -1 among 94 comparable managers.

EnergyEnergy and power infrastructure · L3VLUPOil and gas

Who holds both, Q3 2024

Among the 38 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SHEL (10)

Balyasny Asset Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, First Eagle Investment Management LLC, Holocene Advisors LP, Marshall Wace LLP, Millennium Management LLC, Point72 Asset Management LP, Two Sigma Investments LP, Verition Fund Management LLC

Only CVX (18)

Acadian Asset Management LLC, AQR Capital Management LLC, Berkshire Hathaway Inc, Capital World Investors, Caxton Associates LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops 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.

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