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
- 28
- Reported value
- $42.3bn
- Buyers
- 14
- Sellers
- 14
Breadth 0 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 (19)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops 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.