Ray Dalio’s XOM Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q1 2022
+1.14 M Shares
Current Position
22,199 Shares
$2.5 M Value

Ray Dalio's XOM Position Overview

Ray Dalio (via Bridgewater Associates, Lp) currently holds 22,199 shares of Exxon Mobil Corporation (XOM) worth $2.5 M, representing 0.01% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 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 Exxon Mobil Corporation (XOM) Holding Value Over Time

Track share changes against reported price movement

Quarterly Exxon Mobil Corporation (XOM) Trades by Ray Dalio

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +149,472 Add 0.00% 149,471 $90.35
Q3 2013 -30,800 Reduce 20.61% 118,671 $86.04
Q4 2013 +14,000 Add 11.80% 132,671 $101.20
Q1 2014 -9,671 Reduce 7.29% 123,000 $97.68
Q2 2014 +50,171 Add 40.79% 173,171 $100.68
Q3 2014 -41,771 Reduce 24.12% 131,400 $94.05
Q4 2014 +12,700 Add 9.67% 144,100 $92.45
Q1 2015 +24,768 Add 17.19% 168,868 $85.00
Q2 2015 +62,900 Add 37.25% 231,768 $83.20
Q3 2015 -79,668 Reduce 34.37% 152,100 $74.35
Q4 2015 -13,500 Reduce 8.88% 138,600 $77.95
Q1 2016 +30,200 Add 21.79% 168,800 $83.59
Q2 2016 -5,600 Reduce 3.32% 163,200 $93.74
Q3 2016 +25,800 Add 15.81% 189,000 $87.28
Q4 2016 +20,200 Add 10.69% 209,200 $90.26
Q1 2017 -28,196 Reduce 13.48% 181,004 $82.01
Q2 2017 -137,738 Reduce 76.10% 43,266 $80.73
Q3 2017 -421 Reduce 0.97% 42,845 $81.97
Q4 2017 -2,971 Reduce 6.93% 39,874 $83.64
Q1 2018 +83,694 Add 209.90% 123,568 $74.61
Q2 2018 -50,159 Reduce 40.59% 73,409 $82.73
Q3 2018 -42,675 Reduce 58.13% 30,734 $85.02
Q4 2018 +3,403 Add 11.07% 34,137 $68.20
Q1 2019 -382 Reduce 1.12% 33,755 $80.79
Q2 2019 -1,564 Reduce 4.63% 32,191 $76.64
Q3 2019 +964 Add 2.99% 33,155 $70.61
Q4 2019 +1,671 Add 5.04% 34,826 $69.78
Q1 2020 -6,492 Reduce 18.64% 28,334 $37.98
Q2 2020 -28,334 Sold Out 28,334 $0.00
Q4 2021 +6,518 New Buy 6,518 $61.22
Q1 2022 +1.14 M Add 17497.38% 1.15 M $82.59
Q2 2022 +761,933 Add 66.43% 1.91 M $85.64
Q3 2022 -771,464 Reduce 40.41% 1.14 M $87.31
Q4 2022 -566,912 Reduce 49.84% 570,554 $110.30
Q1 2023 -372,327 Reduce 65.26% 198,227 $109.66
Q2 2023 -79,903 Reduce 40.31% 118,324 $107.25
Q3 2023 -114,806 Reduce 97.03% 3,518 $117.58
Q4 2023 +210,608 Add 5986.58% 214,126 $99.98
Q1 2024 -62,664 Reduce 29.27% 151,462 $116.24
Q2 2024 +789,716 Add 521.40% 941,178 $115.12
Q3 2024 -29,651 Reduce 3.15% 911,527 $117.22
Q4 2024 -435,046 Reduce 47.73% 476,481 $107.57
Q1 2025 -263,617 Reduce 55.33% 212,864 $118.93
Q2 2025 +755,424 Add 354.89% 968,288 $107.80
Q3 2025 -946,089 Reduce 97.71% 22,199 $112.75

Ray Dalio's Exxon Mobil Corporation Investment FAQs

Ray Dalio first purchased Exxon Mobil 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 Exxon Mobil Corporation (XOM) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ray Dalio's largest addition to Exxon Mobil Corporation (XOM) was in Q1 2022, adding 1,146,997 shares worth $94.73 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 22,199 shares of Exxon Mobil Corporation (XOM), valued at approximately $2.5 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Exxon Mobil Corporation (XOM) represents approximately 0.01% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ray Dalio's peak holding in Exxon Mobil Corporation (XOM) was 1,908,930 shares, as reported at the end of Q2 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.