Holders over time
- OXY
- XOM
| Quarter | OXY | XOM |
|---|---|---|
| Q3 2020 | 6 holders, $2.1bn | 21 holders, $7.1bn |
| Q4 2020 | 10 holders, $4.1bn | 28 holders, $8.0bn |
| Q1 2021 | 11 holders, $6.1bn | 27 holders, $11.5bn |
| Q2 2021 | 16 holders, $6.3bn | 28 holders, $13.4bn |
| Q3 2021 | 17 holders, $5.7bn | 30 holders, $13.0bn |
| Q4 2021 | 17 holders, $5.6bn | 29 holders, $14.2bn |
| Q1 2022 | 27 holders, $16.7bn | 37 holders, $20.3bn |
| Q2 2022 | 23 holders, $18.3bn | 30 holders, $23.2bn |
| Q3 2022 | 23 holders, $20.7bn | 27 holders, $25.6bn |
| Q4 2022 | 18 holders, $21.7bn | 32 holders, $62.9bn |
| Q1 2023 | 22 holders, $22.0bn | 29 holders, $32.9bn |
| Q2 2023 | 20 holders, $20.8bn | 30 holders, $32.1bn |
| Q3 2023 | 20 holders, $23.4bn | 30 holders, $35.1bn |
| Q4 2023 | 14 holders, $21.5bn | 38 holders, $30.7bn |
| Q1 2024 | 18 holders, $23.7bn | 32 holders, $36.5bn |
| Q2 2024 | 18 holders, $23.3bn | 33 holders, $42.7bn |
| Q3 2024 | 14 holders, $18.1bn | 28 holders, $42.3bn |
| Q4 2024 | 10 holders, $17.3bn | 33 holders, $37.4bn |
| Q1 2025 | 12 holders, $17.9bn | 32 holders, $39.3bn |
| Q2 2025 | 6 holders, $14.6bn | 28 holders, $32.5bn |
| Q3 2025 | 12 holders, $16.8bn | 29 holders, $33.1bn |
| Q4 2025 | 12 holders, $14.5bn | 33 holders, $36.0bn |
| Q1 2026 | 19 holders, $24.1bn | 32 holders, $54.7bn |
| Q2 2026 | 15 holders, $18.4bn | 31 holders, $44.7bn |
Occidental Pete Corp
- Holders
- 12
- Reported value
- $16.8bn
- Buyers
- 9
- Sellers
- 3
Breadth +6 among 95 comparable managers.
Exxon Mobil Corp
- Holders
- 29
- Reported value
- $33.1bn
- Buyers
- 16
- Sellers
- 14
Breadth +2 among 95 comparable managers.
Who holds both, Q3 2025
Both (8)
AQR Capital Management LLC, Brevan Howard Capital Management LP, Dodge & Cox, Holocene Advisors LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Winton Group Ltd, Woodline Partners LP
Only OXY (4)
Balyasny Asset Management LLC, Berkshire Hathaway Inc, Renaissance Technologies LLC, Two Sigma Investments LP
Only XOM (21)
Acadian Asset Management LLC, AllianceBernstein LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Eisler Capital Management Ltd, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, 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.