XOM, CVX, BP, and RDS.A: What the Latest 13F Filings Reveal

Institutional ownership in integrated energy stocks

Now, we’ll review the changes in institutional ownership in Chevron (CVX), ExxonMobil (XOM), BP (BP), and Royal Dutch Shell (RDS.A) in the third quarter. The institutional ownership was the highest in Chevron at ~67%. The lowest institutional ownership was in Shell at ~11%. The institutional ownership in ExxonMobil and BP is at ~55% and ~13%, respectively.

XOM, CVX, BP, and RDS.A: What the Latest 13F Filings Reveal

ExxonMobil and Chevron

According to the latest 13F filings for the quarter ending September 30, the Vanguard Group and BlackRock Institutional Trust Company increased their holdings in ExxonMobil and Chevron. State Street Global Advisors increased its holding in ExxonMobil. Wellington Management raised its holdings in ExxonMobil, but lowered its holdings in Chevron. These institutions are the top four institutional holders in ExxonMobil and Chevron.

If we consider the past six months, Wellington Management was the highest buyer of ExxonMobil stock. Capital International Investors was the highest buyer of Chevron stock. During the same period, Mitsubishi UFJ Trust and Banking was the highest seller of ExxonMobil stock. Capital World Investors was the highest seller of Chevron stock.

Shell

In the third quarter, Franklin Advisers, Thornburg Investment Management, and Boston Partners decreased their holdings in Shell. However, Fidelity Management & Research Company raised its total holdings in Shell in the third quarter.

If we consider the past six months, Fisher Investments is the highest buyer of Shell stock. T. Rowe Price International UK is the highest seller of the stock.

BP

According to the latest 13F filing, Barrow, Hanley, Mewhinney & Strauss and Dimensional Fund Advisors lowered their holdings in BP stock in the third quarter. State Street Global Advisors increased its holdings in BP stock in the third quarter.

If we consider the past six months, Fisher Investments and Research was the highest buyer of BP stock. Barrow, Hanley, Mewhinney & Strauss was the highest seller of the stock.