Holders over time
- OXY
- CVX
| Quarter | OXY | CVX |
|---|---|---|
| Q3 2020 | 6 holders, $2.1bn | 18 holders, $9.3bn |
| Q4 2020 | 10 holders, $4.1bn | 27 holders, $12.0bn |
| Q1 2021 | 11 holders, $6.1bn | 22 holders, $12.8bn |
| Q2 2021 | 16 holders, $6.3bn | 25 holders, $12.5bn |
| Q3 2021 | 17 holders, $5.7bn | 25 holders, $12.4bn |
| Q4 2021 | 17 holders, $5.6bn | 24 holders, $14.6bn |
| Q1 2022 | 27 holders, $16.7bn | 25 holders, $39.6bn |
| Q2 2022 | 23 holders, $18.3bn | 25 holders, $35.6bn |
| Q3 2022 | 23 holders, $20.7bn | 33 holders, $37.1bn |
| Q4 2022 | 18 holders, $21.7bn | 33 holders, $45.2bn |
| Q1 2023 | 22 holders, $22.0bn | 32 holders, $36.7bn |
| Q2 2023 | 20 holders, $20.8bn | 32 holders, $34.1bn |
| Q3 2023 | 20 holders, $23.4bn | 31 holders, $33.6bn |
| Q4 2023 | 14 holders, $21.5bn | 29 holders, $32.3bn |
| Q1 2024 | 18 holders, $23.7bn | 24 holders, $31.7bn |
| Q2 2024 | 18 holders, $23.3bn | 30 holders, $31.2bn |
| Q3 2024 | 14 holders, $18.1bn | 28 holders, $28.5bn |
| Q4 2024 | 10 holders, $17.3bn | 28 holders, $28.4bn |
| Q1 2025 | 12 holders, $17.9bn | 26 holders, $32.6bn |
| Q2 2025 | 6 holders, $14.6bn | 27 holders, $28.7bn |
| Q3 2025 | 12 holders, $16.8bn | 33 holders, $34.2bn |
| Q4 2025 | 12 holders, $14.5bn | 33 holders, $34.8bn |
| Q1 2026 | 19 holders, $24.1bn | 40 holders, $40.1bn |
| Q2 2026 | 15 holders, $18.4bn | 37 holders, $32.6bn |
Occidental Pete Corp
- Holders
- 12
- Reported value
- $16.8bn
- Buyers
- 9
- Sellers
- 3
Breadth +6 among 95 comparable managers.
Chevron Corporation
- Holders
- 33
- Reported value
- $34.2bn
- Buyers
- 22
- Sellers
- 10
Breadth +12 among 95 comparable managers.
Who holds both, Q3 2025
Both (8)
AQR Capital Management LLC, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Dodge & Cox, Neuberger Berman Group LLC, Renaissance Technologies LLC, Woodline Partners LP
Only OXY (4)
Holocene Advisors LP, Point72 Asset Management LP, Two Sigma Investments LP, Winton Group Ltd
Only CVX (25)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Verition Fund Management LLC, Wellington Management Group LLP
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.