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
- 10
- Reported value
- $17.3bn
- Buyers
- 7
- Sellers
- 4
Breadth +3 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 (8)
Berkshire Hathaway Inc, Dodge & Cox, Eisler Capital Management Ltd, GAMCO Investors Inc, Invesco Ltd, Marshall Wace LLP, Squarepoint Ops LLC, Winton Group Ltd
Only OXY (2)
Only CVX (20)
AllianceBernstein LP, AQR Capital Management LLC, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management 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.