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Exxon Mobil
XOM

Overview Fund Activity

3,508 hedge funds and large institutions have $257B invested in Exxon Mobil in 2023 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 1,421 increasing their positions, 1,492 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,508
Holders Change
+11
Holders Change %
+0.31%
% of All Funds
55.32%
Holding in Top 10
303
Holding in Top 10 Change
-88
Holding in Top 10 Change %
-22.51%
% of All Funds
4.78%
New
147
Increased
1,421
Reduced
1,492
Closed
102
Calls
$5.65B
Puts
$4.81B
Net Calls
+$838M
Net Calls Change
-$348M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$570M
2
Capital International Investors
Capital International Investors
California
+$445M
3
Capital World Investors
Capital World Investors
California
+$385M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$384M
5
Bank of America
Bank of America
North Carolina
+$305M

Top Sellers

1
State Street
State Street
Massachusetts
-$1.32B
2
GQG Partners
GQG Partners
Florida
-$965M
3
BlackRock
BlackRock
New York
-$641M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$594M
5
First Trust Advisors
First Trust Advisors
Illinois
-$504M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
2601
Etesian Wealth Advisors
Oregon
$641K +$15.4K +144 +2%
QCIG
2602
Quad-Cities Investment Group
Iowa
$641K +$21.7K +202 +3%
SHWM
2603
Silicon Hills Wealth Management
Texas
$641K -$215 -2 -0%
EBWM
2604
Eagle Bluffs Wealth Management
Missouri
$639K +$5.47K +51 +0.9%
SCA
2605
Southern Capital Advisors
Tennessee
$639K +$3.65K +34 +0.6%
IAG
2606
Investmark Advisory Group
Connecticut
$639K +$23.9K +223 +4%
GC
2607
Guidance Capital
Kentucky
$638K +$638K +5,708 New
ECM
2608
Elgethun Capital Management
South Dakota
$638K +$10.7K +100 +2%
WCM
2609
Wallace Capital Management
Texas
$637K – – –
RFA
2610
Register Financial Advisors
Georgia
$636K +$281K +2,621 +79%
WC
2611
Weil Company
California
$636K +$322 +3 +0.1%
EWA
2612
Encompass Wealth Advisors
Oregon
$635K -$965 -9 -0.2%
CAL
2613
Capital Advisors Ltd
Ohio
$634K +$212K +1,976 +50%
UWPG
2614
Ullmann Wealth Partners Group
Florida
$632K -$78.6K -733 -11%
CMTU
2615
Capital Markets Trading (UK)
United Kingdom
$632K +$213K +1,988 +51%
LFA
2616
LifeGuide Financial Advisors
Pennsylvania
$631K -$9.76K -91 -2%
CNAM
2617
Campbell Newman Asset Management
Wisconsin
$631K – – –
CB
2618
Centennial Bank
Arkansas
$630K – – –
SC
2619
Steph & Co
Wisconsin
$630K – – –
MWM
2620
Marion Wealth Management
Pennsylvania
$628K – – –
IA
2621
Insight Advisors
Pennsylvania
$628K -$36.7K -342 -6%
BWM
2622
Benchmark Wealth Management
Connecticut
$627K – – –
FP
2623
Financial Perspectives
Minnesota
$626K +$536 +5 +0.1%
RW
2624
RVW Wealth
California
$625K +$24.3K +227 +4%
IWM
2625
Integris Wealth Management
California
$624K -$5.04K -47 -0.8%
103 104
105
106 107