Holders over time
- BP
- CVX
| Quarter | BP | CVX |
|---|---|---|
| Q3 2020 | 14 holders, $928m | 18 holders, $9.3bn |
| Q4 2020 | 7 holders, $639m | 27 holders, $12.0bn |
| Q1 2021 | 10 holders, $751m | 22 holders, $12.8bn |
| Q2 2021 | 10 holders, $837m | 25 holders, $12.5bn |
| Q3 2021 | 10 holders, $890m | 25 holders, $12.4bn |
| Q4 2021 | 10 holders, $1.0bn | 24 holders, $14.6bn |
| Q1 2022 | 11 holders, $1.5bn | 25 holders, $39.6bn |
| Q2 2022 | 10 holders, $1.4bn | 25 holders, $35.6bn |
| Q3 2022 | 8 holders, $1.4bn | 33 holders, $37.1bn |
| Q4 2022 | 11 holders, $2.2bn | 33 holders, $45.2bn |
| Q1 2023 | 13 holders, $2.5bn | 32 holders, $36.7bn |
| Q2 2023 | 14 holders, $2.4bn | 32 holders, $34.1bn |
| Q3 2023 | 15 holders, $3.3bn | 31 holders, $33.6bn |
| Q4 2023 | 18 holders, $2.8bn | 29 holders, $32.3bn |
| Q1 2024 | 17 holders, $2.1bn | 24 holders, $31.7bn |
| Q2 2024 | 12 holders, $1.4bn | 30 holders, $31.2bn |
| Q3 2024 | 11 holders, $856m | 28 holders, $28.5bn |
| Q4 2024 | 11 holders, $969m | 28 holders, $28.4bn |
| Q1 2025 | 11 holders, $892m | 26 holders, $32.6bn |
| Q2 2025 | 7 holders, $578m | 27 holders, $28.7bn |
| Q3 2025 | 13 holders, $1.4bn | 33 holders, $34.2bn |
| Q4 2025 | 13 holders, $1.6bn | 33 holders, $34.8bn |
| Q1 2026 | 14 holders, $3.4bn | 40 holders, $40.1bn |
| Q2 2026 | 11 holders, $2.6bn | 37 holders, $32.6bn |
BP PLC
- Holders
- 11
- Reported value
- $2.6bn
- Buyers
- 15
- Sellers
- 18
Breadth -3 among 91 comparable managers.
Chevron Corporation
- Holders
- 37
- Reported value
- $32.6bn
- Buyers
- 23
- Sellers
- 20
Breadth +3 among 91 comparable managers.
Who holds both, Q2 2026
Both (5)
Acadian Asset Management LLC, Capital World Investors, Point72 Asset Management LP, Renaissance Technologies LLC, Voloridge Investment Management LLC
Only BP (6)
Arrowstreet Capital LP, Balyasny Asset Management LLC, Caxton Associates LLP, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Verition Fund Management LLC
Only CVX (32)
AllianceBernstein LP, AQR Capital Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, Quantbot Technologies LP, and 7 more
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.