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. 

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 %	SNTKX
2	Invesco Endeavor	Ultra Petroleum, Cenovus Energy	18.57 %	ATDRX
3	Invesco Comstock	Weatherfield, Suncor Energy, Royal Dutch Shell	18.04 %	ACSRX
4	Guggenheim Large Cap Value	Chevron	17.09 %	SECBX
5	Schwab Dividend Equity	ExxonMobil, Chevron, Occidental Petroleum	15.68 %	SWDSX
6	BlackRock Basic Value	Marathon Oil, Apache	15.30 %	MRBVX
7	Guggenheim World Equity Income	ConocoPhillips, SSE PLC	15.24 %	SGOBX
8	Invesco Charter	Weatherfield	14.72 %	CHRRX
9	TIAA-CREF Large-Cap Value Idx Retire	ExxonMobil, Chevron	13.79 %	TRCVX
10	City National Rochdale Div & Inc	Lorillard, PhillipMorris, Chevron	13.61 %	RIMHX
11	City National Rochdale Socly Rspnb Eq N	Southwestern Energy	13.15 %	AHRAX
12	Invesco Growth and Income	Royal Dutch Shell	12.66 %	ACGLX
13	Invesco Equity and Income R	Royal Dutch Shell	12.32 %	ACESX
14	Schwab Hedged Equity	ConocoPhillips, Occidental Petroleum, EOG Resources	11.93 %	SWHEX
15	Schwab Core Equity	Occidental Petroleum, ConocoPhillips	11.82 %	SWANX
16	Putnam Equity Income	Marathon Oil, ExxonMobil, Royal Dutch Shell	11.70 %	PEQCX
17	Glenmede Large Cap Core Port	Tesoro, Baker Hughes	11.69 %	GTLOX
18	Steward Large Cap Enhanced Index Indv	ExxonMobil, Chevron	11.55 %	SEEKX
19	Steward Global Equity Income Ind	China Petroleum & Chemical	11.05 %	SGIDX
20	Victory Balanced	Occidental Petroleum	11.00 %	VBFGX
21	QS Batterymarch S&P 500 Index	ExxonMobil, Chevron	10.79 %	SBSPX
22	RidgeWorth Large Cap Value Equity	Chevron, ExxonMobil	10.61 %	STVTX
23	Schwab S&P 500 Index	ExxonMobil, Chevron	10.57 %	SWPPX
24	BlackRock Balanced Capital	Underlying funds	10.46 %	MRBPX
25	TIAA-CREF Social Choice Eq Retire	0	9.91 %	TRSCX
26	Schwab Total Stock Market Index	ExxonMobil, Chevron	9.83 %	SWTSX
27	TIAA-CREF Mid-Cap Value Retire	Sempra Energy, Anadarko Petroleum	9.54 %	TRVRX
28	Delaware US Growth	EOG Resources	8.50 %	DEURX
29	TIAA-CREF Growth & Income Retire	Chevron	8.46 %	TRGIX
30	Saratoga Mid Capitalization	0	8.24 %	SMIPX
31	Delaware Dividend Income	Marathon Oil	7.51 %	DDDRX
32	Putnam Growth Opportunities	0	7.39 %	POGAX
33	AllianzGI Focused Growth	0	7.37 %	PPGRX
34	AllianceBern Global Risk Alloc	0	7.00 %	CBSRX
35	RidgeWorth Mid-Cap Value Equity	0	6.79 %	SMVTX
36	Putnam Multi-Cap Growth	0	6.73 %	PNOPX
37	Glenmede Large Cap Growth	Halliburton	6.59 %	GTLLX
38	AllianceBern Core Opportunities	0	6.44 %	ADGRX
39	TIAA-CREF Large-Cap Gr Idx Retire	Schlumberger	6.15 %	TRIRX
40	Neuberger Berman Guardian Trust	0	6.08 %	NBGTX

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