Holders over time
- OVV
- CVX
| Quarter | OVV | CVX |
|---|---|---|
| Q3 2020 | 5 holders, $380m | 18 holders, $9.3bn |
| Q4 2020 | 9 holders, $649m | 27 holders, $12.0bn |
| Q1 2021 | 8 holders, $1.0bn | 22 holders, $12.8bn |
| Q2 2021 | 13 holders, $1.2bn | 25 holders, $12.5bn |
| Q3 2021 | 14 holders, $1.1bn | 25 holders, $12.4bn |
| Q4 2021 | 12 holders, $1.2bn | 24 holders, $14.6bn |
| Q1 2022 | 17 holders, $2.9bn | 25 holders, $39.6bn |
| Q2 2022 | 19 holders, $3.1bn | 25 holders, $35.6bn |
| Q3 2022 | 19 holders, $2.8bn | 33 holders, $37.1bn |
| Q4 2022 | 17 holders, $3.1bn | 33 holders, $45.2bn |
| Q1 2023 | 12 holders, $2.1bn | 32 holders, $36.7bn |
| Q2 2023 | 7 holders, $2.2bn | 32 holders, $34.1bn |
| Q3 2023 | 9 holders, $3.0bn | 31 holders, $33.6bn |
| Q4 2023 | 12 holders, $2.8bn | 29 holders, $32.3bn |
| Q1 2024 | 16 holders, $2.8bn | 24 holders, $31.7bn |
| Q2 2024 | 17 holders, $2.2bn | 30 holders, $31.2bn |
| Q3 2024 | 15 holders, $1.5bn | 28 holders, $28.5bn |
| Q4 2024 | 15 holders, $1.4bn | 28 holders, $28.4bn |
| Q1 2025 | 15 holders, $1.8bn | 26 holders, $32.6bn |
| Q2 2025 | 15 holders, $1.7bn | 27 holders, $28.7bn |
| Q3 2025 | 14 holders, $2.1bn | 33 holders, $34.2bn |
| Q4 2025 | 15 holders, $2.3bn | 33 holders, $34.8bn |
| Q1 2026 | 21 holders, $4.4bn | 40 holders, $40.1bn |
| Q2 2026 | 15 holders, $4.2bn | 37 holders, $32.6bn |
Ovintiv Inc
- Holders
- 21
- Reported value
- $4.4bn
- Buyers
- 20
- Sellers
- 17
Breadth +3 among 91 comparable managers.
Chevron Corporation
- Holders
- 40
- Reported value
- $40.1bn
- Buyers
- 21
- Sellers
- 22
Breadth -1 among 91 comparable managers.
Who holds both, Q1 2026
Both (17)
AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Citadel Advisors LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Holocene Advisors LP, Invesco Ltd, MFS Investment Management, Millennium Management LLC, PDT Partners LLC, Point72 Asset Management LP, T. Rowe Price Associates Inc, Two Sigma Investments LP, Walleye Capital LLC
Only OVV (4)
Bridgewater Associates LP, Moore Capital Management LP, Voloridge Investment Management LLC, Winton Group Ltd
Only CVX (23)
Acadian Asset Management LLC, AllianceBernstein LP, Berkshire Hathaway Inc, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Tudor Investment Corp, Verition Fund Management LLC, 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.