Current position

Ray Dalio’s Exxon Mobil (XOM) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Bridgewater Associates, LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ2 2006Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares1.91MHighest verified quarter-end share count
Quarters reported57Verified quarters with shares above zero
What happened?

Bridgewater Associates, LP first reported Exxon Mobil in Q2 2006. After an earlier exit, the position later appeared again in a verified filing. The reported position was increased and reduced across later filings. Bridgewater Associates, LP currently reports 216.23K shares. The latest verified filing showed: New position.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
New position+216.23K shares · 216.23K shares reported
Filing context

Quarter-end price $136.72 · Estimated holding basis $136.72

Q4 2025
Sold the entire position−22.20K shares · No shares reported at quarter-end
Q3 2025
Sold 97.7% of the position−946.09K shares · 22.20K shares remained
Filing context

Quarter-end price $112.75 · Estimated holding basis $108.86

Q2 2025
Bought 354.9% more+755.42K shares · 968.29K shares reported after the change
Filing context

Quarter-end price $107.80 · Estimated holding basis $108.86

Q1 2025
Sold 55.3% of the position−263.62K shares · 212.86K shares remained
Filing context

Quarter-end price $118.93 · Estimated holding basis $112.64

Q4 2024
Sold 47.7% of the position−435.05K shares · 476.48K shares remained
Filing context

Quarter-end price $107.57 · Estimated holding basis $112.64

Portfolio importance

How important is Exxon Mobil in Bridgewater Associates, LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight0.1%Q2 2026
Current rank#138of 997 reported positions
Peak portfolio weight2.1%Q2 2006
Best historical rank#5Q1 2007
At peak importanceQ2 2006
XOM
2.1%
Largest holding
6.6%
Cross-investor discovery

Who else owns Exxon Mobil?

Also reported by 2 other tracked investors in their latest verified filings.

Christopher BloomstranSemper Augustus Investments Group LLC
XOM0.9% of reported portfolio
Joel GreenblattGotham Asset Management
XOM0.1% of reported portfolio
Explore Exxon Mobil across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$163.542026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$136.72Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$136.72Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

View Exxon Mobil stock page →

This tracker follows Bridgewater Associates, LP’s Form 13F disclosures, not Ray Dalio’s personal brokerage account. Form 13F reports quarter-end positions later and does not reveal exact trade dates or execution prices.