Bridgewater Associates’ Top Energy Investments Revealed

Wall St. Watchdog reveals information about Bridgewater Associates’ top holdings in the Energy sector.

  • Valero Energy Corp. (NYSE:VLO): On 3/31/11 Bridgewater Associates reported holding 277,069 shares with a market value of $8,262,197. This comprised 0.14% of the total portfolio. On 6/30/11, Bridgewater Associates held 737,237 shares with a market value of $18,851,150. This comprised 0.27% of the total portfolio. The net change in shares for this position over the two quarters is 460,168. About the company: Valero Energy Corporation is an independent petroleum refining and marketing company that owns and operates refineries in the United States, Canada, and Aruba.  The Company produces conventional gasolines, distillates, jet fuel, asphalt, petrochemicals, lubricants, and other refined products as well as diesel fuel, low-sulfur and ultra-low-sulfur diesel fuel, and oxygenates.
  • Exxon Mobil Corp. (NYSE:XOM): On 3/31/11 Bridgewater Associates reported holding 247,300 shares with a market value of $20,805,348. This comprised 0.35% of the total portfolio. On 6/30/11, Bridgewater Associates held 228,200 shares with a market value of $18,570,915. This comprised 0.26% of the total portfolio. The net change in shares for this position over the two quarters is -19,100. About the company: Exxon Mobil Corporation operates petroleum and petrochemicals businesses on a worldwide basis. The Company’s operations include exploration and production of oil and gas, electric power generation, and coal and minerals operations. Exxon Mobil also manufactures and markets fuels, lubricants, and chemicals.
  • Tesoro Corporation (NYSE:TSO): On 3/31/11 Bridgewater Associates reported holding 0,000 shares with a market value of $0. This comprised 0.00% of the total portfolio. On 6/30/11, Bridgewater Associates held 701,404 shares with a market value of $16,069,166. This comprised 0.23% of the total portfolio. The net change in shares for this position over the two quarters is 701,404. About the company: Tesoro Corporation refines and markets petroleum products, and provides transporting services. The Company operates refineries, as well as a network of retail and refueling stations in the western United States. Tesoro also markets gasoline and diesel fuel to independent marketers and commercial end users.
  • Chevron Corp. (NYSE:CVX): On 3/31/11 Bridgewater Associates reported holding 118,435 shares with a market value of $12,730,578. This comprised 0.21% of the total portfolio. On 6/30/11, Bridgewater Associates held 121,835 shares with a market value of $12,529,511. This comprised 0.18% of the total portfolio. The net change in shares for this position over the two quarters is 3,400. About the company: Chevron Corporation is an integrated energy company with operations in countries located around the world. The Company produces and transports crude oil and natural gas. Chevron also refines, markets, and distributes fuels as well as is involved in chemical operations, mining operations, power generation and energy services.

(N0te: Data about Bridgewater Associates’ holdings are sourced from whalewisdom.com.  All data are assumed to be accurate.)

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