Holders over time
- SLB
- CVX
| Quarter | SLB | CVX |
|---|---|---|
| Q3 2020 | 23 holders, $3.6bn | 18 holders, $9.3bn |
| Q4 2020 | 19 holders, $4.0bn | 27 holders, $12.0bn |
| Q1 2021 | 16 holders, $3.7bn | 22 holders, $12.8bn |
| Q2 2021 | 13 holders, $4.6bn | 25 holders, $12.5bn |
| Q3 2021 | 14 holders, $4.2bn | 25 holders, $12.4bn |
| Q4 2021 | 11 holders, $3.5bn | 24 holders, $14.6bn |
| Q1 2022 | 25 holders, $6.2bn | 25 holders, $39.6bn |
| Q2 2022 | 25 holders, $6.2bn | 25 holders, $35.6bn |
| Q3 2022 | 23 holders, $6.2bn | 33 holders, $37.1bn |
| Q4 2022 | 26 holders, $9.2bn | 33 holders, $45.2bn |
| Q1 2023 | 26 holders, $9.3bn | 32 holders, $36.7bn |
| Q2 2023 | 29 holders, $10.3bn | 32 holders, $34.1bn |
| Q3 2023 | 25 holders, $15.0bn | 31 holders, $33.6bn |
| Q4 2023 | 29 holders, $13.5bn | 29 holders, $32.3bn |
| Q1 2024 | 32 holders, $15.5bn | 24 holders, $31.7bn |
| Q2 2024 | 29 holders, $12.5bn | 30 holders, $31.2bn |
| Q3 2024 | 23 holders, $9.4bn | 28 holders, $28.5bn |
| Q4 2024 | 25 holders, $8.4bn | 28 holders, $28.4bn |
| Q1 2025 | 25 holders, $8.6bn | 26 holders, $32.6bn |
| Q2 2025 | 20 holders, $6.2bn | 27 holders, $28.7bn |
| Q3 2025 | 25 holders, $6.1bn | 33 holders, $34.2bn |
| Q4 2025 | 25 holders, $7.5bn | 33 holders, $34.8bn |
| Q1 2026 | 22 holders, $10.6bn | 40 holders, $40.1bn |
| Q2 2026 | 17 holders, $9.6bn | 37 holders, $32.6bn |
SLB Limited
- Holders
- 25
- Reported value
- $8.4bn
- Buyers
- 19
- Sellers
- 7
Breadth +12 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 World Investors, Dodge & Cox, Eisler Capital Management Ltd, GAMCO Investors Inc, Invesco Ltd, Marshall Wace LLP, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP, Winton Group Ltd
Only SLB (11)
Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Davidson Kempner Capital Management LP, First Eagle Investment Management LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC
Only CVX (14)
Berkshire Hathaway Inc, Capital Research Global 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, 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.