Holders over time
- PSX
- XOM
| Quarter | PSX | XOM |
|---|---|---|
| Q3 2020 | 10 holders, $747m | 21 holders, $7.1bn |
| Q4 2020 | 6 holders, $1.4bn | 28 holders, $8.0bn |
| Q1 2021 | 9 holders, $2.0bn | 27 holders, $11.5bn |
| Q2 2021 | 10 holders, $2.1bn | 28 holders, $13.4bn |
| Q3 2021 | 15 holders, $1.4bn | 30 holders, $13.0bn |
| Q4 2021 | 17 holders, $1.7bn | 29 holders, $14.2bn |
| Q1 2022 | 21 holders, $2.9bn | 37 holders, $20.3bn |
| Q2 2022 | 19 holders, $2.7bn | 30 holders, $23.2bn |
| Q3 2022 | 19 holders, $2.6bn | 27 holders, $25.6bn |
| Q4 2022 | 18 holders, $3.1bn | 32 holders, $62.9bn |
| Q1 2023 | 20 holders, $3.2bn | 29 holders, $32.9bn |
| Q2 2023 | 16 holders, $2.6bn | 30 holders, $32.1bn |
| Q3 2023 | 20 holders, $3.4bn | 30 holders, $35.1bn |
| Q4 2023 | 18 holders, $4.9bn | 38 holders, $30.7bn |
| Q1 2024 | 15 holders, $6.7bn | 32 holders, $36.5bn |
| Q2 2024 | 15 holders, $5.4bn | 33 holders, $42.7bn |
| Q3 2024 | 20 holders, $3.5bn | 28 holders, $42.3bn |
| Q4 2024 | 15 holders, $3.1bn | 33 holders, $37.4bn |
| Q1 2025 | 12 holders, $6.0bn | 32 holders, $39.3bn |
| Q2 2025 | 10 holders, $6.0bn | 28 holders, $32.5bn |
| Q3 2025 | 18 holders, $7.3bn | 29 holders, $33.1bn |
| Q4 2025 | 18 holders, $7.1bn | 33 holders, $36.0bn |
| Q1 2026 | 24 holders, $9.7bn | 32 holders, $54.7bn |
| Q2 2026 | 28 holders, $8.0bn | 31 holders, $44.7bn |
Phillips 66
- Holders
- 28
- Reported value
- $8.0bn
- Buyers
- 19
- Sellers
- 19
Breadth 0 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 (19)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Citadel Advisors LLC, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Marshall Wace LLP, Neuberger Berman Group LLC, Point72 Asset Management LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only PSX (9)
Arrowstreet Capital LP, Elliott Investment Management LP, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Harris Associates LP, Hudson Bay Capital Management LP, Quantbot Technologies LP, Tudor Investment Corp, Two Sigma Investments LP
Only XOM (12)
Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., First Eagle Investment Management LLC, Holocene Advisors LP, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Schonfeld Strategic Advisors LLC
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.