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Exxon Mobil
XOM

Overview Fund Activity

3,556 hedge funds and large institutions have $281B invested in Exxon Mobil in 2023 Q3 according to their latest regulatory filings, with 180 funds opening new positions, 1,485 increasing their positions, 1,448 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,556
Holders Change
+48
Holders Change %
+1.37%
% of All Funds
56.7%
Holding in Top 10
392
Holding in Top 10 Change
+89
Holding in Top 10 Change %
+29.37%
% of All Funds
6.25%
New
180
Increased
1,485
Reduced
1,448
Closed
90
Calls
$6.92B
Puts
$6.2B
Net Calls
+$719M
Net Calls Change
-$119M

Top Buyers

1
State Street
State Street
Massachusetts
+$529M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$515M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$489M
4
Bank of America
Bank of America
North Carolina
+$367M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$296M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$3.42B
2
GQG Partners
GQG Partners
Florida
-$700M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$686M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$598M
5
BlackRock
BlackRock
New York
-$528M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCGC
2476
Legacy Capital Group California
California
$826K +$60K +510 +8%
JF
2477
JSF Financial
California
$826K -$40.3K -343 -5%
AIA
2478
Arbor Investment Advisors
North Carolina
$823K +$1.65K +14 +0.2%
WHAM
2479
Windmill Hill Asset Management
United Kingdom
$823K – – –
TFO
2480
Tarbox Family Office
California
$823K +$353 +3 +0%
AIM
2481
Alhambra Investment Management
Florida
$822K – – –
FVWA
2482
Foster Victor Wealth Advisors
South Carolina
$822K +$15.2K +142 +2%
MWM
2483
MBE Wealth Management
Wisconsin
$821K +$2.12K +18 +0.3%
SIAP
2484
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$818K +$14.7K +125 +2%
RFM
2485
Royal Fund Management
Florida
$817K -$17K -145 -2%
CL
2486
COWA LLC
Oklahoma
$815K -$76.4K -650 -9%
WFAG
2487
Worth Financial Advisory Group
North Carolina
$815K +$137K +1,167 +20%
MLA
2488
MB, Levis & Associates
Pennsylvania
$813K +$1.88K +16 +0.2%
LA
2489
Lifeworks Advisors
Michigan
$812K -$10.6K -90 -1%
LAM
2490
Lakewood Asset Management
Illinois
$806K +$11.8K +100 +1%
FFL
2491
Financial Freedom LLC
Ohio
$804K +$4.7K +40 +0.6%
CA
2492
Cambridge Advisors
Nebraska
$802K +$118 +1 +0%
RDFA
2493
Ritter Daniher Financial Advisory
Ohio
$802K +$23.5K +200 +3%
VC
2494
Vestor Capital
Illinois
$800K -$53.1K -452 -6%
HIM
2495
Hanlon Investment Management
New Jersey
$799K -$1.03M -8,723 -56%
SSW
2496
Stone Summit Wealth
Florida
$798K +$9.41K +80 +1%
WIC
2497
Whitegate Investment Counselors
New Hampshire
$797K +$10.8K +92 +1%
CCA
2498
Conestoga Capital Advisors
Pennsylvania
$797K – – –
HCA
2499
Horan Capital Advisors
Ohio
$797K -$46.9K -399 -6%
SWS
2500
SYSTM Wealth Solutions
Illinois
$796K -$441K -3,752 -36%
98 99
100
101 102