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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 %
RAM
2651
Roanoke Asset Management
New Jersey
$602K – – –
MAM
2652
Marotta Asset Management
Virginia
$602K +$602K +5,613 New
NP
2653
Ninepoint Partners
Ontario, Canada
$601K – – –
CWM
2654
Cordatus Wealth Management
Pennsylvania
$600K +$600K +5,593 New
KFA
2655
Kelleher Financial Advisors
New York
$598K +$5.47K +51 +0.9%
JLBC
2656
J.L. Bainbridge & Co
Florida
$598K +$322 +3 +0.1%
PWAC
2657
Private Wealth Advisors (California)
California
$598K +$1.61K +15 +0.3%
IFS
2658
Ifrah Financial Services
Arkansas
$598K -$10.7K -100 -2%
JJBC
2659
James J. Burns & Company
New York
$596K +$104K +973 +21%
RFN
2660
RDA Financial Network
Iowa
$595K +$128K +1,197 +28%
LGA
2661
Lebenthal Global Advisors
New York
$593K -$24.2K -226 -4%
OSNBOA
2662
Old Second National Bank of Aurora
Illinois
$593K – – –
AM
2663
Atwater Malick
Pennsylvania
$592K – – –
AWM
2664
Aprio Wealth Management
Georgia
$591K +$186K +1,734 +46%
WBCM
2665
Wilson & Boucher Capital Management
California
$590K -$16.1K -150 -3%
NMG
2666
New Millennium Group
Utah
$590K +$107 +1 +0%
GAM
2667
Grandview Asset Management
Pennsylvania
$590K +$80K +746 +16%
OPOWM
2668
One Plus One Wealth Management
Florida
$590K -$11.8K -110 -2%
AAM
2669
Austin Asset Management
Texas
$589K -$158K -1,475 -21%
PCFFS
2670
Pacific Center for Financial Services
California
$589K -$7.51K -70 -1%
SWM
2671
Seaside Wealth Management
California
$588K +$5.36K +50 +0.9%
LNWTC
2672
Laird Norton Wetherby Trust Company
Washington
$587K -$14.6K -136 -2%
LAM
2673
Lingohr Asset Management
Germany
$586K – – –
GC
2674
Garde Capital
Washington
$585K – – –
LA
2675
Lane & Associates
New Jersey
$585K +$858 +8 +0.1%
105 106
107
108 109