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
- 7
- Reported value
- $578m
- Buyers
- 3
- Sellers
- 4
Breadth -1 among 95 comparable managers.
Chevron Corporation
- Holders
- 27
- Reported value
- $28.7bn
- Buyers
- 17
- Sellers
- 11
Breadth +6 among 95 comparable managers.
Who holds both, Q2 2025
Both (6)
Arrowstreet Capital LP, Citadel Advisors LLC, Hudson Bay Capital Management LP, Marshall Wace LLP, Renaissance Technologies LLC, Verition Fund Management LLC
Only BP (1)
Only CVX (21)
AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, 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.