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Bridgewater Advisors’s ExxonMobil XOM Stock Holding History

Bridgewater Advisors’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.29M Sell
54,700
-2,892
-5% -$422K 0.49% 37
2025
Q4 		$7.69M Sell
57,592
-591
-1% -$68.5K 0.5% 37
2025
Q3 		$6.66M Sell
58,183
-3,064
-5% -$341K 0.46% 42
2025
Q2 		$6.91M Buy
61,247
+8,631
+16% +$923K 0.53% 38
2025
Q1 		$5.7M Buy
52,616
+6,013
+13% +$665K 0.49% 40
2024
Q4 		$5.11M Buy
46,603
+684
+1% +$80K 0.53% 37
2024
Q3 		$5.39M Buy
45,919
+291
+0.6% +$33.6K 0.56% 36
2024
Q2 		$5.36M Buy
45,628
+13,693
+43% +$1.59M 0.66% 32
2024
Q1 		$3.71M Sell
31,935
-498
-2% -$52.1K 0.56% 32
2023
Q4 		$3.24M Buy
32,433
+133
+0.4% +$14K 0.49% 35
2023
Q3 		$3.8M Sell
32,300
-944
-3% -$104K 0.61% 33
2023
Q2 		$3.57M Buy
33,244
+291
+0.9% +$31.8K 0.71% 27
2023
Q1 		$3.61M Sell
32,953
-466
-1% -$51.5K 0.79% 28
2022
Q4 		$3.69M Sell
33,419
-3,443
-9% -$369K 0.89% 24
2022
Q3 		$3.22M Buy
36,862
+4,675
+15% +$427K 0.89% 24
2022
Q2 		$2.76M Buy
32,187
+20
+0.1% +$1.8K 0.57% 31
2022
Q1 		$2.66M Buy
32,167
+9
+0% +$700 0.65% 33
2021
Q4 		$1.97M Sell
32,158
-1,646
-5% -$103K 0.43% 47
2021
Q3 		$1.99M Sell
33,804
-275
-0.8% -$15.7K 0.55% 42
2021
Q2 		$2.15M Buy
34,079
+2,640
+8% +$158K 0.68% 38
2021
Q1 		$1.89M Buy
+31,439
New +$1.65M 0.96% 28
2014
Q2 		$4.3M Sell
42,736
-77
-0.2% -$7.77K 3.6% 5
2014
Q1 		$4.18M Sell
42,813
-131
-0.3% -$12.5K 4.21% 2
2013
Q4 		$4.35M Buy
+42,944
New +$3.97M 4.47% 2

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bridgewater Advisors's XOM Position: Q1 2026 in Review

Bridgewater Advisors reduced its ExxonMobil (XOM) stake by 5% in Q1 2026, selling an estimated $422K and leaving 54,700 shares worth $8.29M. The position accounts for 0.49% of the portfolio, ranked #37.

Bridgewater Advisors first reported a position in XOM in Q4 2013 and has held it in 24 quarters since. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Bridgewater Advisors held 54,700 shares of ExxonMobil worth $8.29M as of Q1 2026.
  • Bridgewater Advisors sold 2,892 ExxonMobil shares in Q1 2026, an estimated $422K.
  • ExxonMobil made up 0.49% of Bridgewater Advisors's portfolio in Q1 2026, its #37 holding.
  • Bridgewater Advisors first reported a position in ExxonMobil in Q4 2013 and has held it in 24 quarters since.
  • 4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Bridgewater Advisors's 13F filing for Q1 2026, filed 14 May 2026.