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PSX · 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.

PSXCVX
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.
  • PSX
  • CVX
010203040202120222023202420252026
Holders and value by quarter
QuarterPSXCVX
Q3 202010 holders, $747m18 holders, $9.3bn
Q4 20206 holders, $1.4bn27 holders, $12.0bn
Q1 20219 holders, $2.0bn22 holders, $12.8bn
Q2 202110 holders, $2.1bn25 holders, $12.5bn
Q3 202115 holders, $1.4bn25 holders, $12.4bn
Q4 202117 holders, $1.7bn24 holders, $14.6bn
Q1 202221 holders, $2.9bn25 holders, $39.6bn
Q2 202219 holders, $2.7bn25 holders, $35.6bn
Q3 202219 holders, $2.6bn33 holders, $37.1bn
Q4 202218 holders, $3.1bn33 holders, $45.2bn
Q1 202320 holders, $3.2bn32 holders, $36.7bn
Q2 202316 holders, $2.6bn32 holders, $34.1bn
Q3 202320 holders, $3.4bn31 holders, $33.6bn
Q4 202318 holders, $4.9bn29 holders, $32.3bn
Q1 202415 holders, $6.7bn24 holders, $31.7bn
Q2 202415 holders, $5.4bn30 holders, $31.2bn
Q3 202420 holders, $3.5bn28 holders, $28.5bn
Q4 202415 holders, $3.1bn28 holders, $28.4bn
Q1 202512 holders, $6.0bn26 holders, $32.6bn
Q2 202510 holders, $6.0bn27 holders, $28.7bn
Q3 202518 holders, $7.3bn33 holders, $34.2bn
Q4 202518 holders, $7.1bn33 holders, $34.8bn
Q1 202624 holders, $9.7bn40 holders, $40.1bn
Q2 202628 holders, $8.0bn37 holders, $32.6bn
PSX

Phillips 66

Holders
15
Reported value
$3.1bn
Buyers
11
Sellers
2

Breadth +9 among 94 comparable managers.

EnergyEnergy and power infrastructure · L3VLUPOil and gas
CVX

Chevron Corporation

Holders
28
Reported value
$28.4bn
Buyers
19
Sellers
10

Breadth +9 among 94 comparable managers.

EnergyEnergy and power infrastructure · L3VLUPOil and gas

Who holds both, Q4 2024

Among the 33 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only PSX (5)

Balyasny Asset Management LLC, Elliott Investment Management LP, Tudor Investment Corp, Voloridge Investment Management LLC, Walleye Capital LLC

Only CVX (18)

AQR Capital Management LLC, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Jane Street Group LLC, Marshall Wace LLP, Moore Capital Management LP, Neuberger Berman Group LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Verition Fund Management LLC, Wellington Management Group LLP, Winton Group Ltd, 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.

Back to the 13F Explorer →