Holders over time
- EOG
- CVX
| Quarter | EOG | CVX |
|---|---|---|
| Q3 2020 | 26 holders, $5.0bn | 18 holders, $9.3bn |
| Q4 2020 | 19 holders, $6.9bn | 27 holders, $12.0bn |
| Q1 2021 | 18 holders, $9.2bn | 22 holders, $12.8bn |
| Q2 2021 | 18 holders, $9.7bn | 25 holders, $12.5bn |
| Q3 2021 | 25 holders, $8.5bn | 25 holders, $12.4bn |
| Q4 2021 | 26 holders, $9.1bn | 24 holders, $14.6bn |
| Q1 2022 | 20 holders, $11.9bn | 25 holders, $39.6bn |
| Q2 2022 | 25 holders, $12.5bn | 25 holders, $35.6bn |
| Q3 2022 | 23 holders, $11.9bn | 33 holders, $37.1bn |
| Q4 2022 | 23 holders, $14.3bn | 33 holders, $45.2bn |
| Q1 2023 | 19 holders, $13.2bn | 32 holders, $36.7bn |
| Q2 2023 | 23 holders, $13.8bn | 32 holders, $34.1bn |
| Q3 2023 | 23 holders, $16.0bn | 31 holders, $33.6bn |
| Q4 2023 | 19 holders, $15.1bn | 29 holders, $32.3bn |
| Q1 2024 | 19 holders, $15.6bn | 24 holders, $31.7bn |
| Q2 2024 | 19 holders, $15.9bn | 30 holders, $31.2bn |
| Q3 2024 | 21 holders, $14.5bn | 28 holders, $28.5bn |
| Q4 2024 | 21 holders, $14.6bn | 28 holders, $28.4bn |
| Q1 2025 | 27 holders, $15.5bn | 26 holders, $32.6bn |
| Q2 2025 | 21 holders, $14.2bn | 27 holders, $28.7bn |
| Q3 2025 | 25 holders, $13.3bn | 33 holders, $34.2bn |
| Q4 2025 | 28 holders, $11.3bn | 33 holders, $34.8bn |
| Q1 2026 | 20 holders, $16.9bn | 40 holders, $40.1bn |
| Q2 2026 | 24 holders, $14.9bn | 37 holders, $32.6bn |
Eog Resources Inc
- Holders
- 21
- Reported value
- $14.6bn
- Buyers
- 15
- Sellers
- 6
Breadth +9 among 94 comparable managers.
Chevron Corporation
- Holders
- 28
- Reported value
- $28.4bn
- Buyers
- 19
- Sellers
- 10
Breadth +9 among 94 comparable managers.
Who holds both, Q4 2024
Both (14)
AllianceBernstein LP, AQR Capital Management LLC, Capital Research Global Investors, Capital World Investors, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP, Winton Group Ltd
Only EOG (7)
Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Bridgewater Associates LP, Renaissance Technologies LLC, Two Sigma Investments LP, Voloridge Investment Management LLC
Only CVX (14)
Berkshire Hathaway Inc, Caxton Associates LLP, Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Marshall Wace LLP, Squarepoint Ops LLC, Susquehanna International Group LLP, Woodline Partners LP
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.