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Exxon Mobil
XOM

Overview Fund Activity

2,686 hedge funds and large institutions have $124B invested in Exxon Mobil in 2021 Q1 according to their latest regulatory filings, with 274 funds opening new positions, 1,062 increasing their positions, 1,118 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,686
Holders Change
+143
Holders Change %
+5.62%
% of All Funds
47.3%
Holding in Top 10
95
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+41.79%
% of All Funds
1.67%
New
274
Increased
1,062
Reduced
1,118
Closed
105
Calls
$3.04B
Puts
$3.48B
Net Calls
-$437M
Net Calls Change
-$334M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$814M
2
State Street
State Street
Massachusetts
+$337M
3
BlackRock
BlackRock
New York
+$298M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$282M
5
Deutsche Bank
Deutsche Bank
Germany
+$273M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$826M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$473M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$353M
4
HL
Harding Loevner
New Jersey
-$311M
5
Franklin Resources
Franklin Resources
California
-$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAG
2476
Winthrop Advisory Group
Massachusetts
$213K +$213K +3,821 New
MFW
2477
Mosaic Family Wealth
Missouri
$212K +$212K +3,790 New
NED
2478
Nancy E. Dempze
$212K +$212K +3,800 New
RWRC
2479
R.W. Roge & Company
New York
$212K +$212K +3,802 New
HP
2480
HT Partners
Connecticut
$210K -$81.5K -1,457 -28%
CFA
2481
Cahill Financial Advisors
Minnesota
$210K +$210K +3,760 New
ACM
2482
Argent Capital Management
Missouri
$210K +$210K +3,762 New
EWM
2483
EPG Wealth Management
Georgia
$209K +$209K +3,739 New
SCM
2484
Salem Capital Management
Massachusetts
$209K +$209K +3,752 New
CIA
2485
Cascade Investment Advisors
Oregon
$209K -$285K -5,110 -58%
LWM
2486
Liberty Wealth Management
California
$208K – – –
AC
2487
Apella Capital
Connecticut
$208K +$208K +3,729 New
SW
2488
SkyOak Wealth
Michigan
$207K +$207K +3,569 New
RCP
2489
Rothschild Capital Partners
New York
$207K +$207K +3,700 New
TIA
2490
Traphagen Investment Advisors
New Jersey
$206K – – –
FC
2491
Financial Consulate
Maryland
$204K -$79.1K -1,415 -28%
HWM
2492
HighMark Wealth Management
Minnesota
$204K -$28.5K -510 -12%
PAI
2493
Pittenger & Anderson Inc
Nebraska
$204K -$23.3K -418 -10%
BLAM
2494
Bourne Lent Asset Management
New York
$204K +$204K +3,655 New
SWM
2495
Salvus Wealth Management
New Jersey
$203K -$56K -1,000 -22%
22CM
2496
20/20 Capital Management
California
$203K +$203K +3,638 New
ADBIC
2497
A.D. Beadell Investment Counsel
Wisconsin
$203K +$203K +3,650 New
SFO
2498
Standard Family Office
South Dakota
$202K -$88.1K -1,578 -30%
ICP
2499
Interchange Capital Partners
Pennsylvania
$202K – – –
MCA
2500
Morris Capital Advisors
Pennsylvania
$202K +$202K +3,622 New
98 99
100
101 102