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You May Want to Follow How Institutions Invest in Energy Stocks



Institutional holdings in integrated energy stocks

Integrated energy stocks like ExxonMobil (XOM), Chevron (CVX), Royal Dutch Shell (RDS.A), and BP (BP) have varied institutional holdings that range from 14%–70%. The level of these holdings suggests the confidence level of sophisticated market participants such as institutions have in these stocks.

Chevron’s institutional holdings stand at 70%, higher than its peers ExxonMobil (XOM), BP, and Royal Dutch Shell (RDS.A). On the other hand, BP has the lowest holdings, standing at 14%.

Typically, higher institutional holdings indicate a favorable opinion about a stock among these sophisticated investors. XOM and RDS.A’s institutional holdings stand at 55% and 18%, respectively. The iShares Russell 1000 Value ETF (IWD) has an ~13% exposure to energy sector stocks.

In the next part, we’ll evaluate the short interest in XOM, CVX, RDS.A, and BP.

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