🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Ray Dalio’s XOM Holdings & Trades

First Buy
Q2 2013
Duration Held
47 Quarters
Largest Add
Q1 2022
+1.14 M Shares
Current Position
216,225 Shares
$29.56 M Value

Ray Dalio's XOM Position Overview

Ray Dalio (via Bridgewater Associates, Lp) currently holds 216,225 shares of ExxonMobil Holdings Corporation (XOM) worth $29.56 M, representing 0.12% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 47 quarters.

Based on 13F filings since 2013, Ray Dalio has maintained a long-term strategic position in XOM, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2022, adding 1.14 M shares. Largest reduction occurred in Q3 2025, reducing 946,089 shares.

Analysis based on 13F filings available since 2013 Q2

Ray Dalio's ExxonMobil Holdings Corporation (XOM) Holding Value Over Time

Track share changes against reported price movement

Quarterly ExxonMobil Holdings Corporation (XOM) Trades by Ray Dalio

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2026 +216,225 New Buy 216,225 $136.72
Q4 2025 -22,199 Sold Out 0 $0.00
Q3 2025 -946,089 Reduce 97.71% 22,199 $112.75
Q2 2025 +755,424 Add 354.89% 968,288 $107.80
Q1 2025 -263,617 Reduce 55.33% 212,864 $118.93
Q4 2024 -435,046 Reduce 47.73% 476,481 $107.57
Q3 2024 -29,651 Reduce 3.15% 911,527 $117.22
Q2 2024 +789,716 Add 521.40% 941,178 $115.12
Q1 2024 -62,664 Reduce 29.27% 151,462 $116.24
Q4 2023 +210,608 Add 5986.58% 214,126 $99.98
Q3 2023 -114,806 Reduce 97.03% 3,518 $117.58
Q2 2023 -79,903 Reduce 40.31% 118,324 $107.25
Q1 2023 -372,327 Reduce 65.26% 198,227 $109.66
Q4 2022 -566,912 Reduce 49.84% 570,554 $110.30
Q3 2022 -771,464 Reduce 40.41% 1.14 M $87.31
Q2 2022 +761,933 Add 66.43% 1.91 M $85.64
Q1 2022 +1.14 M Add 17497.38% 1.15 M $82.59
Q4 2021 +6,518 New Buy 6,518 $61.22
Q2 2020 -28,334 Sold Out 0 $0.00
Q1 2020 -6,492 Reduce 18.64% 28,334 $37.98
Q4 2019 +1,671 Add 5.04% 34,826 $69.78
Q3 2019 +964 Add 2.99% 33,155 $70.61
Q2 2019 -1,564 Reduce 4.63% 32,191 $76.64
Q1 2019 -382 Reduce 1.12% 33,755 $80.79
Q4 2018 +3,403 Add 11.07% 34,137 $68.20
Q3 2018 -42,675 Reduce 58.13% 30,734 $85.02
Q2 2018 -50,159 Reduce 40.59% 73,409 $82.73
Q1 2018 +83,694 Add 209.90% 123,568 $74.61
Q4 2017 -2,971 Reduce 6.93% 39,874 $83.64
Q3 2017 -421 Reduce 0.97% 42,845 $81.97
Q2 2017 -137,738 Reduce 76.10% 43,266 $80.73
Q1 2017 -28,196 Reduce 13.48% 181,004 $82.01
Q4 2016 +20,200 Add 10.69% 209,200 $90.26
Q3 2016 +25,800 Add 15.81% 189,000 $87.28
Q2 2016 -5,600 Reduce 3.32% 163,200 $93.74
Q1 2016 +30,200 Add 21.79% 168,800 $83.59
Q4 2015 -13,500 Reduce 8.88% 138,600 $77.95
Q3 2015 -79,668 Reduce 34.37% 152,100 $74.35
Q2 2015 +62,900 Add 37.25% 231,768 $83.20
Q1 2015 +24,768 Add 17.19% 168,868 $85.00
Q4 2014 +12,700 Add 9.67% 144,100 $92.45
Q3 2014 -41,771 Reduce 24.12% 131,400 $94.05
Q2 2014 +50,171 Add 40.79% 173,171 $100.68
Q1 2014 -9,671 Reduce 7.29% 123,000 $97.68
Q4 2013 +14,000 Add 11.80% 132,671 $101.20
Q3 2013 -30,800 Reduce 20.61% 118,671 $86.04
Q2 2013 +149,471 Add 0.00% 149,471 $90.35

Ray Dalio's ExxonMobil Holdings Corporation Investment FAQs

Ray Dalio first purchased ExxonMobil Holdings Corporation (XOM) in Q2 2013, acquiring 149,471 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ray Dalio has held ExxonMobil Holdings Corporation (XOM) for 47 quarters since Q2 2013.

Ray Dalio's largest addition to ExxonMobil Holdings Corporation (XOM) was in Q1 2022, adding 1,146,997 shares worth $94.73 M.

According to the latest 13F filing for Q2 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 216,225 shares of ExxonMobil Holdings Corporation (XOM), valued at approximately $29.56 M.

As of the Q2 2026 filing, ExxonMobil Holdings Corporation (XOM) represents approximately 0.12% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.

Ray Dalio's peak holding in ExxonMobil Holdings Corporation (XOM) was 1,908,930 shares, as reported at the end of Q2 2022.