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