Holders over time
- SHEL
- CVX
| Quarter | SHEL | CVX |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 18 holders, $9.3bn |
| Q4 2020 | none listed holders, n.a. | 27 holders, $12.0bn |
| Q1 2021 | none listed holders, n.a. | 22 holders, $12.8bn |
| Q2 2021 | none listed holders, n.a. | 25 holders, $12.5bn |
| Q3 2021 | none listed holders, n.a. | 25 holders, $12.4bn |
| Q4 2021 | none listed holders, n.a. | 24 holders, $14.6bn |
| Q1 2022 | 18 holders, $3.5bn | 25 holders, $39.6bn |
| Q2 2022 | 19 holders, $3.5bn | 25 holders, $35.6bn |
| Q3 2022 | 15 holders, $2.9bn | 33 holders, $37.1bn |
| Q4 2022 | 17 holders, $3.1bn | 33 holders, $45.2bn |
| Q1 2023 | 15 holders, $3.4bn | 32 holders, $36.7bn |
| Q2 2023 | 19 holders, $3.9bn | 32 holders, $34.1bn |
| Q3 2023 | 17 holders, $4.7bn | 31 holders, $33.6bn |
| Q4 2023 | 18 holders, $5.3bn | 29 holders, $32.3bn |
| Q1 2024 | 20 holders, $5.9bn | 24 holders, $31.7bn |
| Q2 2024 | 18 holders, $7.1bn | 30 holders, $31.2bn |
| Q3 2024 | 20 holders, $7.3bn | 28 holders, $28.5bn |
| Q4 2024 | 20 holders, $8.1bn | 28 holders, $28.4bn |
| Q1 2025 | 21 holders, $10.0bn | 26 holders, $32.6bn |
| Q2 2025 | 15 holders, $9.2bn | 27 holders, $28.7bn |
| Q3 2025 | 12 holders, $8.8bn | 33 holders, $34.2bn |
| Q4 2025 | 12 holders, $9.2bn | 33 holders, $34.8bn |
| Q1 2026 | 14 holders, $12.2bn | 40 holders, $40.1bn |
| Q2 2026 | 17 holders, $10.0bn | 37 holders, $32.6bn |
Shell PLC
- Holders
- 17
- Reported value
- $10.0bn
- Buyers
- 20
- Sellers
- 13
Breadth +7 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, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), Holocene Advisors LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Wellington Management Group LLP
Only SHEL (3)
Arrowstreet Capital LP, First Eagle Investment Management LLC, Verition Fund Management LLC
Only CVX (23)
Acadian Asset Management LLC, AQR Capital Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital World Investors, Discovery Capital Management LLC, ExodusPoint Capital Management LP, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, PDT Partners LLC, Quantbot Technologies 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.