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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 %
GWM
2626
GDS Wealth Management
Texas
$624K +$342K +3,187 +121%
SM
2627
Salzhauer Michael
$622K – – –
FNWM
2628
Financial Network Wealth Management
Utah
$622K – – –
GCM
2629
Gables Capital Management
Florida
$620K +$24.1K +225 +4%
AC
2630
Addison Capital
Pennsylvania
$619K +$5.36K +50 +0.9%
KIG
2631
Kennedy Investment Group
New Jersey
$619K +$1.29K +12 +0.2%
BWM
2632
Blossom Wealth Management
California
$618K +$7.51K +70 +1%
WFAG
2633
Worth Financial Advisory Group
North Carolina
$618K +$79.2K +738 +15%
BWM
2634
Birchcreek Wealth Management
Ohio
$617K -$68.1K -635 -10%
C
2635
Covestor
United Kingdom
$616K +$48.6K +453 +9%
PWP
2636
Phillips Wealth Planners
Mississippi
$615K +$12.4K +116 +2%
ERIC
2637
Eagle Rock Investment Company
Georgia
$613K +$9.63K +95 +2%
RCI
2638
RS Crum Inc
California
$612K – – –
TIM
2639
Total Investment Management
Arizona
$612K -$214 -2 -0%
DI
2640
Diligent Investors
California
$611K +$7.83K +73 +1%
EDRIA
2641
Edmonds Duncan Registered Investment Advisors
Kansas
$610K -$257K -2,399 -30%
PBC
2642
Pavion Blue Capital
California
$609K -$46.3K -432 -7%
CBNLCF
2643
Cognios Beta Neutral Large Cap Fund
Kansas
$607K – – –
AWM
2644
Avaii Wealth Management
Wisconsin
$606K -$8.69K -81 -1%
XSC
2645
X-Square Capital
Puerto Rico
$605K -$56.8K -530 -9%
CFO
2646
Callan Family Office
Pennsylvania
$605K -$16.6K -155 -3%
RA
2647
Ruggaard & Associates
Ohio
$604K – – –
FZCM
2648
Flynn Zito Capital Management
New York
$603K -$60.6K -565 -9%
MA
2649
MKT Advisors
California
$603K -$175K -1,678 -22%
AC
2650
Avant Capital
Louisiana
$602K -$77.8K -725 -11%
104 105
106
107 108