Holders over time
- CVX
- CNQ
| Quarter | CVX | CNQ |
|---|---|---|
| Q3 2020 | 18 holders, $9.3bn | 10 holders, $3.6bn |
| Q4 2020 | 27 holders, $12.0bn | 12 holders, $6.6bn |
| Q1 2021 | 22 holders, $12.8bn | 16 holders, $9.4bn |
| Q2 2021 | 25 holders, $12.5bn | 15 holders, $11.4bn |
| Q3 2021 | 25 holders, $12.4bn | 16 holders, $11.6bn |
| Q4 2021 | 24 holders, $14.6bn | 15 holders, $14.1bn |
| Q1 2022 | 25 holders, $39.6bn | 17 holders, $23.2bn |
| Q2 2022 | 25 holders, $35.6bn | 18 holders, $19.8bn |
| Q3 2022 | 33 holders, $37.1bn | 20 holders, $15.6bn |
| Q4 2022 | 33 holders, $45.2bn | 16 holders, $19.0bn |
| Q1 2023 | 32 holders, $36.7bn | 14 holders, $18.3bn |
| Q2 2023 | 32 holders, $34.1bn | 14 holders, $17.5bn |
| Q3 2023 | 31 holders, $33.6bn | 15 holders, $20.0bn |
| Q4 2023 | 29 holders, $32.3bn | 13 holders, $19.1bn |
| Q1 2024 | 24 holders, $31.7bn | 19 holders, $22.3bn |
| Q2 2024 | 30 holders, $31.2bn | 17 holders, $19.1bn |
| Q3 2024 | 28 holders, $28.5bn | 20 holders, $17.1bn |
| Q4 2024 | 28 holders, $28.4bn | 19 holders, $15.5bn |
| Q1 2025 | 26 holders, $32.6bn | 22 holders, $13.9bn |
| Q2 2025 | 27 holders, $28.7bn | 17 holders, $13.9bn |
| Q3 2025 | 33 holders, $34.2bn | 13 holders, $13.9bn |
| Q4 2025 | 33 holders, $34.8bn | 14 holders, $16.3bn |
| Q1 2026 | 40 holders, $40.1bn | 13 holders, $25.7bn |
| Q2 2026 | 37 holders, $32.6bn | 16 holders, $19.1bn |
Chevron Corporation
- Holders
- 33
- Reported value
- $34.2bn
- Buyers
- 22
- Sellers
- 10
Breadth +12 among 95 comparable managers.
Canadian Nat Res LTD Med Ter
- Holders
- 13
- Reported value
- $13.9bn
- Buyers
- 5
- Sellers
- 8
Breadth -3 among 95 comparable managers.
Who holds both, Q3 2025
Both (8)
Arrowstreet Capital LP, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Janus Henderson Group Ltd, MFS Investment Management, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only CVX (25)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Citadel Advisors LLC, Dodge & Cox, ExodusPoint Capital Management LP, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Tudor Investment Corp, Verition Fund Management LLC, 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.