Holders over time
- CVX
- XOM
| Quarter | CVX | XOM |
|---|---|---|
| Q3 2020 | 18 holders, $9.3bn | 21 holders, $7.1bn |
| Q4 2020 | 27 holders, $12.0bn | 28 holders, $8.0bn |
| Q1 2021 | 22 holders, $12.8bn | 27 holders, $11.5bn |
| Q2 2021 | 25 holders, $12.5bn | 28 holders, $13.4bn |
| Q3 2021 | 25 holders, $12.4bn | 30 holders, $13.0bn |
| Q4 2021 | 24 holders, $14.6bn | 29 holders, $14.2bn |
| Q1 2022 | 25 holders, $39.6bn | 37 holders, $20.3bn |
| Q2 2022 | 25 holders, $35.6bn | 30 holders, $23.2bn |
| Q3 2022 | 33 holders, $37.1bn | 27 holders, $25.6bn |
| Q4 2022 | 33 holders, $45.2bn | 32 holders, $62.9bn |
| Q1 2023 | 32 holders, $36.7bn | 29 holders, $32.9bn |
| Q2 2023 | 32 holders, $34.1bn | 30 holders, $32.1bn |
| Q3 2023 | 31 holders, $33.6bn | 30 holders, $35.1bn |
| Q4 2023 | 29 holders, $32.3bn | 38 holders, $30.7bn |
| Q1 2024 | 24 holders, $31.7bn | 32 holders, $36.5bn |
| Q2 2024 | 30 holders, $31.2bn | 33 holders, $42.7bn |
| Q3 2024 | 28 holders, $28.5bn | 28 holders, $42.3bn |
| Q4 2024 | 28 holders, $28.4bn | 33 holders, $37.4bn |
| Q1 2025 | 26 holders, $32.6bn | 32 holders, $39.3bn |
| Q2 2025 | 27 holders, $28.7bn | 28 holders, $32.5bn |
| Q3 2025 | 33 holders, $34.2bn | 29 holders, $33.1bn |
| Q4 2025 | 33 holders, $34.8bn | 33 holders, $36.0bn |
| Q1 2026 | 40 holders, $40.1bn | 32 holders, $54.7bn |
| Q2 2026 | 37 holders, $32.6bn | 31 holders, $44.7bn |
Chevron Corporation
- Holders
- 28
- Reported value
- $28.4bn
- Buyers
- 19
- Sellers
- 10
Breadth +9 among 94 comparable managers.
Exxon Mobil Corp
- Holders
- 33
- Reported value
- $37.4bn
- Buyers
- 17
- Sellers
- 14
Breadth +3 among 94 comparable managers.
Who holds both, Q4 2024
Both (22)
AllianceBernstein LP, AQR Capital Management LLC, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only CVX (6)
Berkshire Hathaway Inc, ExodusPoint Capital Management LP, Harris Associates LP, Holocene Advisors LP, Marshall Wace LLP, Moore Capital Management LP
Only XOM (11)
Acadian Asset Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, D. E. Shaw & Co., Discovery Capital Management LLC, First Eagle Investment Management LLC, Freestone Grove Partners LP, Man Group PLC, Millennium Management LLC, Tudor Investment Corp
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.