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PSX · CVX in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

PSXCVX
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • PSX
  • CVX
010203040202120222023202420252026
Holders and value by quarter
QuarterPSXCVX
Q3 202010 holders, $747m18 holders, $9.3bn
Q4 20206 holders, $1.4bn27 holders, $12.0bn
Q1 20219 holders, $2.0bn22 holders, $12.8bn
Q2 202110 holders, $2.1bn25 holders, $12.5bn
Q3 202115 holders, $1.4bn25 holders, $12.4bn
Q4 202117 holders, $1.7bn24 holders, $14.6bn
Q1 202221 holders, $2.9bn25 holders, $39.6bn
Q2 202219 holders, $2.7bn25 holders, $35.6bn
Q3 202219 holders, $2.6bn33 holders, $37.1bn
Q4 202218 holders, $3.1bn33 holders, $45.2bn
Q1 202320 holders, $3.2bn32 holders, $36.7bn
Q2 202316 holders, $2.6bn32 holders, $34.1bn
Q3 202320 holders, $3.4bn31 holders, $33.6bn
Q4 202318 holders, $4.9bn29 holders, $32.3bn
Q1 202415 holders, $6.7bn24 holders, $31.7bn
Q2 202415 holders, $5.4bn30 holders, $31.2bn
Q3 202420 holders, $3.5bn28 holders, $28.5bn
Q4 202415 holders, $3.1bn28 holders, $28.4bn
Q1 202512 holders, $6.0bn26 holders, $32.6bn
Q2 202510 holders, $6.0bn27 holders, $28.7bn
Q3 202518 holders, $7.3bn33 holders, $34.2bn
Q4 202518 holders, $7.1bn33 holders, $34.8bn
Q1 202624 holders, $9.7bn40 holders, $40.1bn
Q2 202628 holders, $8.0bn37 holders, $32.6bn
PSX

Phillips 66

Holders
18
Reported value
$7.1bn
Buyers
21
Sellers
16

Breadth +5 among 92 comparable managers.

EnergyEnergy and power infrastructure · L3VLUPOil and gas
CVX

Chevron Corporation

Holders
33
Reported value
$34.8bn
Buyers
21
Sellers
22

Breadth -1 among 92 comparable managers.

EnergyEnergy and power infrastructure · L3VLUPOil and gas

Who holds both, Q4 2025

Among the 38 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only PSX (5)

Bridgewater Associates LP, Caxton Associates LLP, Elliott Investment Management LP, ExodusPoint Capital Management LP, Freestone Grove Partners LP

Only CVX (20)

Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, GAMCO Investors Inc, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, PDT Partners LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, Tudor Investment Corp, Verition Fund Management LLC, Walleye Capital 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.

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