Holders over time
- CVX
- CNQ
| Quarter | CVX | CNQ |
|---|---|---|
| Q3 2020 | 18 holders, $9.3bn | 10 holders, $3.6bn |
| Q4 2020 | 27 holders, $12.0bn | 12 holders, $6.6bn |
| Q1 2021 | 22 holders, $12.8bn | 16 holders, $9.4bn |
| Q2 2021 | 25 holders, $12.5bn | 15 holders, $11.4bn |
| Q3 2021 | 25 holders, $12.4bn | 16 holders, $11.6bn |
| Q4 2021 | 24 holders, $14.6bn | 15 holders, $14.1bn |
| Q1 2022 | 25 holders, $39.6bn | 17 holders, $23.2bn |
| Q2 2022 | 25 holders, $35.6bn | 18 holders, $19.8bn |
| Q3 2022 | 33 holders, $37.1bn | 20 holders, $15.6bn |
| Q4 2022 | 33 holders, $45.2bn | 16 holders, $19.0bn |
| Q1 2023 | 32 holders, $36.7bn | 14 holders, $18.3bn |
| Q2 2023 | 32 holders, $34.1bn | 14 holders, $17.5bn |
| Q3 2023 | 31 holders, $33.6bn | 15 holders, $20.0bn |
| Q4 2023 | 29 holders, $32.3bn | 13 holders, $19.1bn |
| Q1 2024 | 24 holders, $31.7bn | 19 holders, $22.3bn |
| Q2 2024 | 30 holders, $31.2bn | 17 holders, $19.1bn |
| Q3 2024 | 28 holders, $28.5bn | 20 holders, $17.1bn |
| Q4 2024 | 28 holders, $28.4bn | 19 holders, $15.5bn |
| Q1 2025 | 26 holders, $32.6bn | 22 holders, $13.9bn |
| Q2 2025 | 27 holders, $28.7bn | 17 holders, $13.9bn |
| Q3 2025 | 33 holders, $34.2bn | 13 holders, $13.9bn |
| Q4 2025 | 33 holders, $34.8bn | 14 holders, $16.3bn |
| Q1 2026 | 40 holders, $40.1bn | 13 holders, $25.7bn |
| Q2 2026 | 37 holders, $32.6bn | 16 holders, $19.1bn |
Chevron Corporation
- Holders
- 37
- Reported value
- $32.6bn
- Buyers
- 23
- Sellers
- 20
Breadth +3 among 91 comparable managers.
Canadian Nat Res LTD Med Ter
- Holders
- 16
- Reported value
- $19.1bn
- Buyers
- 24
- Sellers
- 10
Breadth +14 among 91 comparable managers.
Who holds both, Q2 2026
Both (13)
AQR Capital Management LLC, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Jane Street Group LLC, Janus Henderson Group Ltd, MFS Investment Management, PDT Partners LLC, Quantbot Technologies LP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Wellington Management Group LLP
Only CVX (24)
Acadian Asset Management LLC, AllianceBernstein LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, ExodusPoint Capital Management LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Tudor Investment Corp, Walleye Capital LLC, 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.