Holders over time
- DVN
- CVX
| Quarter | DVN | CVX |
|---|---|---|
| Q3 2020 | 11 holders, $565m | 18 holders, $9.3bn |
| Q4 2020 | 12 holders, $814m | 27 holders, $12.0bn |
| Q1 2021 | 18 holders, $1.8bn | 22 holders, $12.8bn |
| Q2 2021 | 10 holders, $2.2bn | 25 holders, $12.5bn |
| Q3 2021 | 10 holders, $2.6bn | 25 holders, $12.4bn |
| Q4 2021 | 12 holders, $3.0bn | 24 holders, $14.6bn |
| Q1 2022 | 13 holders, $4.0bn | 25 holders, $39.6bn |
| Q2 2022 | 16 holders, $3.0bn | 25 holders, $35.6bn |
| Q3 2022 | 15 holders, $2.6bn | 33 holders, $37.1bn |
| Q4 2022 | 13 holders, $6.3bn | 33 holders, $45.2bn |
| Q1 2023 | 12 holders, $1.6bn | 32 holders, $36.7bn |
| Q2 2023 | 10 holders, $905m | 32 holders, $34.1bn |
| Q3 2023 | 17 holders, $1.1bn | 31 holders, $33.6bn |
| Q4 2023 | 13 holders, $1.4bn | 29 holders, $32.3bn |
| Q1 2024 | 11 holders, $1.2bn | 24 holders, $31.7bn |
| Q2 2024 | 12 holders, $1.3bn | 30 holders, $31.2bn |
| Q3 2024 | 9 holders, $899m | 28 holders, $28.5bn |
| Q4 2024 | 14 holders, $1.3bn | 28 holders, $28.4bn |
| Q1 2025 | 13 holders, $1.0bn | 26 holders, $32.6bn |
| Q2 2025 | 13 holders, $746m | 27 holders, $28.7bn |
| Q3 2025 | 11 holders, $985m | 33 holders, $34.2bn |
| Q4 2025 | 7 holders, $569m | 33 holders, $34.8bn |
| Q1 2026 | 14 holders, $2.9bn | 40 holders, $40.1bn |
| Q2 2026 | 17 holders, $5.8bn | 37 holders, $32.6bn |
Devon Energy Corp New
- Holders
- 17
- Reported value
- $5.8bn
- Buyers
- 24
- Sellers
- 12
Breadth +12 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 (14)
AllianceBernstein LP, AQR Capital Management LLC, Bridgewater Associates LP, Citadel Advisors LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, Invesco Ltd, Man Group PLC, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Squarepoint Ops LLC, Walleye Capital LLC, Wellington Management Group LLP
Only CVX (23)
Acadian Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Discovery Capital Management LLC, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Jane Street Group LLC, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, PDT Partners LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Voloridge Investment Management 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.