Holders over time
- PSX
- XOM
| Quarter | PSX | XOM |
|---|---|---|
| Q3 2020 | 10 holders, $747m | 21 holders, $7.1bn |
| Q4 2020 | 6 holders, $1.4bn | 28 holders, $8.0bn |
| Q1 2021 | 9 holders, $2.0bn | 27 holders, $11.5bn |
| Q2 2021 | 10 holders, $2.1bn | 28 holders, $13.4bn |
| Q3 2021 | 15 holders, $1.4bn | 30 holders, $13.0bn |
| Q4 2021 | 17 holders, $1.7bn | 29 holders, $14.2bn |
| Q1 2022 | 21 holders, $2.9bn | 37 holders, $20.3bn |
| Q2 2022 | 19 holders, $2.7bn | 30 holders, $23.2bn |
| Q3 2022 | 19 holders, $2.6bn | 27 holders, $25.6bn |
| Q4 2022 | 18 holders, $3.1bn | 32 holders, $62.9bn |
| Q1 2023 | 20 holders, $3.2bn | 29 holders, $32.9bn |
| Q2 2023 | 16 holders, $2.6bn | 30 holders, $32.1bn |
| Q3 2023 | 20 holders, $3.4bn | 30 holders, $35.1bn |
| Q4 2023 | 18 holders, $4.9bn | 38 holders, $30.7bn |
| Q1 2024 | 15 holders, $6.7bn | 32 holders, $36.5bn |
| Q2 2024 | 15 holders, $5.4bn | 33 holders, $42.7bn |
| Q3 2024 | 20 holders, $3.5bn | 28 holders, $42.3bn |
| Q4 2024 | 15 holders, $3.1bn | 33 holders, $37.4bn |
| Q1 2025 | 12 holders, $6.0bn | 32 holders, $39.3bn |
| Q2 2025 | 10 holders, $6.0bn | 28 holders, $32.5bn |
| Q3 2025 | 18 holders, $7.3bn | 29 holders, $33.1bn |
| Q4 2025 | 18 holders, $7.1bn | 33 holders, $36.0bn |
| Q1 2026 | 24 holders, $9.7bn | 32 holders, $54.7bn |
| Q2 2026 | 28 holders, $8.0bn | 31 holders, $44.7bn |
Phillips 66
- Holders
- 12
- Reported value
- $6.0bn
- Buyers
- 8
- Sellers
- 4
Breadth +4 among 95 comparable managers.
Exxon Mobil Corp
- Holders
- 32
- Reported value
- $39.3bn
- Buyers
- 13
- Sellers
- 20
Breadth -7 among 95 comparable managers.
Who holds both, Q1 2025
Both (11)
AllianceBernstein LP, Brevan Howard Capital Management LP, Dodge & Cox, Fidelity (FMR LLC), Harris Associates LP, Holocene Advisors LP, Invesco Ltd, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC
Only PSX (1)
Only XOM (21)
Acadian Asset Management LLC, AQR Capital Management LLC, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Renaissance Technologies LLC, Squarepoint Ops 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.