Holders over time
- BP
- CVX
| Quarter | BP | CVX |
|---|---|---|
| Q3 2020 | 14 holders, $928m | 18 holders, $9.3bn |
| Q4 2020 | 7 holders, $639m | 27 holders, $12.0bn |
| Q1 2021 | 10 holders, $751m | 22 holders, $12.8bn |
| Q2 2021 | 10 holders, $837m | 25 holders, $12.5bn |
| Q3 2021 | 10 holders, $890m | 25 holders, $12.4bn |
| Q4 2021 | 10 holders, $1.0bn | 24 holders, $14.6bn |
| Q1 2022 | 11 holders, $1.5bn | 25 holders, $39.6bn |
| Q2 2022 | 10 holders, $1.4bn | 25 holders, $35.6bn |
| Q3 2022 | 8 holders, $1.4bn | 33 holders, $37.1bn |
| Q4 2022 | 11 holders, $2.2bn | 33 holders, $45.2bn |
| Q1 2023 | 13 holders, $2.5bn | 32 holders, $36.7bn |
| Q2 2023 | 14 holders, $2.4bn | 32 holders, $34.1bn |
| Q3 2023 | 15 holders, $3.3bn | 31 holders, $33.6bn |
| Q4 2023 | 18 holders, $2.8bn | 29 holders, $32.3bn |
| Q1 2024 | 17 holders, $2.1bn | 24 holders, $31.7bn |
| Q2 2024 | 12 holders, $1.4bn | 30 holders, $31.2bn |
| Q3 2024 | 11 holders, $856m | 28 holders, $28.5bn |
| Q4 2024 | 11 holders, $969m | 28 holders, $28.4bn |
| Q1 2025 | 11 holders, $892m | 26 holders, $32.6bn |
| Q2 2025 | 7 holders, $578m | 27 holders, $28.7bn |
| Q3 2025 | 13 holders, $1.4bn | 33 holders, $34.2bn |
| Q4 2025 | 13 holders, $1.6bn | 33 holders, $34.8bn |
| Q1 2026 | 14 holders, $3.4bn | 40 holders, $40.1bn |
| Q2 2026 | 11 holders, $2.6bn | 37 holders, $32.6bn |
BP PLC
- Holders
- 11
- Reported value
- $892m
- Buyers
- 6
- Sellers
- 6
Breadth 0 among 95 comparable managers.
Chevron Corporation
- Holders
- 26
- Reported value
- $32.6bn
- Buyers
- 14
- Sellers
- 14
Breadth 0 among 95 comparable managers.
Who holds both, Q1 2025
Both (6)
Arrowstreet Capital LP, Bridgewater Associates LP, Hudson Bay Capital Management LP, Marshall Wace LLP, Schonfeld Strategic Advisors LLC, Verition Fund Management LLC
Only BP (5)
Balyasny Asset Management LLC, Citadel Advisors LLC, Freestone Grove Partners LP, Holocene Advisors LP, Two Sigma Advisers LP
Only CVX (20)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, 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.