Tuesday, March 24, 2015

Who Owns the Most Oil Shares? Investors in These Mutual Funds

Individual investors own 65% of oil and gas company shares in U.S. publicly traded companies, mostly through mutual funds and retirement products. Of the 3,400 mutual funds The Muffey Report currently covers, the following own the largest number of equity shares in BP, Exxon Mobil, ConocoPhillips, and Royal Dutch Shell. 
Mutual Fund
American Funds Capital Income Builder
American Funds Investment Co of America
Federated Strategic Value Dividend
Franklin Mutual Shares
Vanguard Windsor
American Funds Global Balanced
Invesco Comstock
American Funds Growth Fund of America

Vanguard Total Stock Market 
Vanguard 500 Index
Vanguard Index
Vanguard Value Index
Vanguard Dividend Appreciation Index
MFS Value
Vanguard Institutional Total Stock Market Index
Vanguard High Dividend Yield Index

American Funds Capital Income Builder
American Funds Washington Mutual
American Funds Investment Co of America
American Funds American Balanced
Federated Strategic Value Dividend
Franklin Mutual Shares
Thornburg Investment Income Builder
American Funds Capital Income Builder

Vanguard Total Stock Market Index
American Funds Washington Mutual
Vanguard 500 Index
Vanguard Index
Vanguard Windsor
American Funds Fundamental
American Funds American Balanced
American Funds Investment Co of America
Company
BP
BP
BP
BP
BP
BP
BP
BP

Exxon Mobil
Exxon Mobil
Exxon Mobil
Exxon Mobil
Exxon Mobil
Exxon Mobil
Exxon Mobil
Exxon Mobil

Royal Dutch Shell
Royal Dutch Shell
Royal Dutch Shell
Royal Dutch Shell
Royal Dutch Shell
Royal Dutch Shell
Royal Dutch Shell
Royal Dutch Shell

ConocoPhillips
ConocoPhillips
ConocoPhillips
ConocoPhillips
ConocoPhillips
ConocoPhillips
ConocoPhillips
ConocoPhillips
Shares
153 million
108 million
32 million
15.9 million
15.5 million
10.6 million
5.2 million
3.8 million

70 million
44.3 million
43.2 million
14 million
9.6 million
 7.7 million
 7.7 million
6.3 million

29.7 million
29.2 million
9.3 million
8 million
8 million
7.3 million
5.9 million
5.7 million

20.1 million
14.6 million
12.8 million
12.5 million
11.9 million
8.9 million
6.8 million
6.3 million
To find more mutual fund energy holdings , search our database

Thursday, November 6, 2014

40 Mutual Funds to Avoid if You Care About the Environment

   
Fund Name
Top Holdings in Energy
Energy Sector Weight %
Link to
SEC Form N-Q Filing (All Holdings)

1

Steward Intl Enhanced Index Indv
Royal Dutch Shell, BP PLC

19.53 %


2

Invesco Endeavor 
Ultra Petroleum, Cenovus Energy
18.57 %

3

Invesco Comstock 
Weatherfield, Suncor Energy, Royal Dutch Shell
18.04 %

4

Guggenheim Large Cap Value
Chevron
17.09 %

5

Schwab Dividend Equity
ExxonMobil, Chevron, Occidental Petroleum
15.68 %

6

BlackRock Basic Value 
Marathon Oil, Apache
15.30 %

7

Guggenheim World Equity Income 
ConocoPhillips, SSE PLC
15.24 %

8

Invesco Charter 
Weatherfield
14.72 %

9

TIAA-CREF Large-Cap Value Idx Retire
ExxonMobil, Chevron
13.79 %

10

City National Rochdale Div & Inc 
Lorillard, PhillipMorris, Chevron
13.61 %

11

City National Rochdale Socly Rspnb Eq N
Southwestern Energy
13.15 %

12

Invesco Growth and Income 
Royal Dutch Shell
12.66 %

13

Invesco Equity and Income R
Royal Dutch Shell
12.32 %
14
Schwab Hedged Equity
ConocoPhillips, Occidental Petroleum, EOG Resources
11.93 %

15

Schwab Core Equity
Occidental Petroleum, ConocoPhillips
11.82 %

16

Putnam Equity Income
Marathon Oil, ExxonMobil, Royal Dutch Shell
11.70 %

17

Glenmede Large Cap Core Port
Tesoro, Baker Hughes
11.69 %

18

Steward Large Cap Enhanced Index Indv
ExxonMobil, Chevron
11.55 %

19

Steward Global Equity Income Ind
China Petroleum & Chemical
11.05 %

20

Victory Balanced 
Occidental Petroleum
11.00 %

21

QS Batterymarch S&P 500 Index 
ExxonMobil, Chevron
10.79 %

22

RidgeWorth Large Cap Value Equity 
Chevron, ExxonMobil
10.61 %

23

Schwab S&P 500 Index
ExxonMobil, Chevron
10.57 %

24

BlackRock Balanced Capital 
Underlying funds
10.46 %

25

TIAA-CREF Social Choice Eq Retire
0
9.91 %

26

Schwab Total Stock Market Index
ExxonMobil, Chevron
9.83 %

27

TIAA-CREF Mid-Cap Value Retire
Sempra Energy, Anadarko Petroleum
9.54 %

28

Delaware US Growth 
EOG Resources
8.50 %

29

TIAA-CREF Growth & Income Retire
Chevron
8.46 %

30

Saratoga Mid Capitalization 
0
8.24 %

31

Delaware Dividend Income 
Marathon Oil
7.51 %

32

Putnam Growth Opportunities 
0
7.39 %

33

AllianzGI Focused Growth 
0
7.37 %

34

AllianceBern Global Risk Alloc 
0
7.00 %

35


RidgeWorth Mid-Cap Value Equity 
0
6.79 %

36

Putnam Multi-Cap Growth 
0
6.73 %

37

Glenmede Large Cap Growth
Halliburton
6.59 %

38

AllianceBern Core Opportunities 
0
6.44 %

39

TIAA-CREF Large-Cap Gr Idx Retire
Schlumberger
6.15 %

40

Neuberger Berman Guardian Trust
0
6.08 %

For more mutual fund holdings data, visit muffey.com.