Holders over time
- BP
- XOM
| Quarter | BP | XOM |
|---|---|---|
| Q3 2020 | 14 holders, $928m | 21 holders, $7.1bn |
| Q4 2020 | 7 holders, $639m | 28 holders, $8.0bn |
| Q1 2021 | 10 holders, $751m | 27 holders, $11.5bn |
| Q2 2021 | 10 holders, $837m | 28 holders, $13.4bn |
| Q3 2021 | 10 holders, $890m | 30 holders, $13.0bn |
| Q4 2021 | 10 holders, $1.0bn | 29 holders, $14.2bn |
| Q1 2022 | 11 holders, $1.5bn | 37 holders, $20.3bn |
| Q2 2022 | 10 holders, $1.4bn | 30 holders, $23.2bn |
| Q3 2022 | 8 holders, $1.4bn | 27 holders, $25.6bn |
| Q4 2022 | 11 holders, $2.2bn | 32 holders, $62.9bn |
| Q1 2023 | 13 holders, $2.5bn | 29 holders, $32.9bn |
| Q2 2023 | 14 holders, $2.4bn | 30 holders, $32.1bn |
| Q3 2023 | 15 holders, $3.3bn | 30 holders, $35.1bn |
| Q4 2023 | 18 holders, $2.8bn | 38 holders, $30.7bn |
| Q1 2024 | 17 holders, $2.1bn | 32 holders, $36.5bn |
| Q2 2024 | 12 holders, $1.4bn | 33 holders, $42.7bn |
| Q3 2024 | 11 holders, $856m | 28 holders, $42.3bn |
| Q4 2024 | 11 holders, $969m | 33 holders, $37.4bn |
| Q1 2025 | 11 holders, $892m | 32 holders, $39.3bn |
| Q2 2025 | 7 holders, $578m | 28 holders, $32.5bn |
| Q3 2025 | 13 holders, $1.4bn | 29 holders, $33.1bn |
| Q4 2025 | 13 holders, $1.6bn | 33 holders, $36.0bn |
| Q1 2026 | 14 holders, $3.4bn | 32 holders, $54.7bn |
| Q2 2026 | 11 holders, $2.6bn | 31 holders, $44.7bn |
BP PLC
- Holders
- 11
- Reported value
- $2.6bn
- Buyers
- 15
- Sellers
- 18
Breadth -3 among 91 comparable managers.
Exxon Mobil Corp
- Holders
- 31
- Reported value
- $44.7bn
- Buyers
- 20
- Sellers
- 18
Breadth +2 among 91 comparable managers.
Who holds both, Q2 2026
Both (4)
Acadian Asset Management LLC, Balyasny Asset Management LLC, Capital World Investors, Point72 Asset Management LP
Only BP (7)
Arrowstreet Capital LP, Caxton Associates LLP, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Renaissance Technologies LLC, Verition Fund Management LLC, Voloridge Investment Management LLC
Only XOM (27)
AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP, and 2 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.