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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 %
SAM
2626
S.A. Mason
Michigan
$696K -$3.06K -26 -0.4%
LFA
2627
LifeGuide Financial Advisors
Pennsylvania
$694K +$2.12K +18 +0.3%
MUMSS
2628
Mitsubishi UFJ Morgan Stanley Securities
Japan
$694K +$694K +5,901 New
DWM
2629
Dorchester Wealth Management
Quebec, Canada
$694K -$235K -2,000 -25%
HPM
2630
Hoxton Planning & Management
West Virginia
$693K -$33.5K -285 -5%
PCFFS
2631
Pacific Center for Financial Services
California
$692K +$47.3K +402 +7%
CNAM
2632
Campbell Newman Asset Management
Wisconsin
$692K – – –
WFMPM
2633
Woodley Farra Manion Portfolio Management
Indiana
$692K -$182K -1,547 -21%
SC
2634
Steph & Co
Wisconsin
$690K – – –
SWA
2635
Strata Wealth Advisors
Texas
$688K +$688K +5,852 New
BWM
2636
Benchmark Wealth Management
Connecticut
$687K – – –
SAM
2637
Strategy Asset Managers
California
$685K -$1.23M -10,439 -64%
SHFP
2638
Second Half Financial Partners
Florida
$683K -$4M -34,031 -85%
BWM
2639
Blossom Wealth Management
California
$682K +$3.76K +32 +0.6%
KIG
2640
Kennedy Investment Group
New Jersey
$682K +$3.17K +27 +0.5%
SHGA
2641
Sand Hill Global Advisors
California
$681K -$79.2K -674 -10%
CFO
2642
Callan Family Office
Pennsylvania
$681K +$17.6K +150 +3%
GCM
2643
Gables Capital Management
Florida
$680K – – –
FSC
2644
Full Sail Capital
Oklahoma
$677K +$93.9K +799 +16%
FZCM
2645
Flynn Zito Capital Management
New York
$675K +$13.5K +115 +2%
RCI
2646
RS Crum Inc
California
$672K +$1.06K +9 +0.2%
SPWM
2647
Schrum Private Wealth Management
Florida
$671K +$40.6K +345 +6%
FNWM
2648
Financial Network Wealth Management
Utah
$670K -$20.3K -176 -3%
EDRIA
2649
Edmonds Duncan Registered Investment Advisors
Kansas
$669K +$118 +1 +0%
MA
2650
MKT Advisors
California
$669K – – –
104 105
106
107 108