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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 %
WAM
2751
Worth Asset Management
Texas
$599K +$255K +2,165 +74%
TAM
2752
Townsend Asset Management
North Carolina
$597K -$24.1K -205 -4%
HVP
2753
Hudson Value Partners
Florida
$597K +$5.88K +50 +1%
AWM
2754
Austin Wealth Management
Texas
$597K +$597K +5,705 New
HWM
2755
Horizon Wealth Management
Illinois
$594K +$235 +2 +0%
SCA
2756
Sandy Cove Advisors
Massachusetts
$594K +$3.76K +32 +0.6%
SSWG
2757
Seven Springs Wealth Group
Tennessee
$592K – – –
SC
2758
Sepio Capital
Utah
$592K -$3.07M -26,133 -84%
CFS
2759
Cannon Financial Strategists
Georgia
$590K +$6.11K +52 +1%
FAM
2760
Family Asset Management
South Carolina
$590K -$43.4K -369 -7%
ETIA
2761
Epic Trust Investment Advisors
Washington
$590K -$47.5K -404 -7%
DJYG
2762
David J. Yvars Group
Florida
$588K -$7.64K -65 -1%
MIM
2763
Moseley Investment Management
Florida
$587K +$14.2K +121 +2%
PFA
2764
Pathway Financial Advisors
Vermont
$586K – – –
LWA
2765
Lowe Wealth Advisors
Maryland
$586K -$16.2K -138 -3%
RFO
2766
RiverGlades Family Offices
Florida
$585K – – –
MAM
2767
McLean Asset Management
Virginia
$584K +$50.9K +461 +10%
KIA
2768
KLR Investment Advisors
Rhode Island
$583K +$42.2K +385 +8%
T
2769
TCWP
Ohio
$582K -$1.27M -10,774 -69%
SSC
2770
Syverson Strege & Co
Iowa
$581K -$1.53K -13 -0.3%
IA
2771
IAM Advisory
Pennsylvania
$581K +$34.9K +297 +6%
PCM
2772
Pennsylvania Capital Management
Pennsylvania
$580K +$11.5K +98 +2%
RIM
2773
Rockbridge Investment Management
New York
$580K +$117K +999 +25%
C
2774
CEDRUS
Colorado
$580K -$26.7K -227 -4%
WP
2775
Wealthspan Partners
Iowa
$578K – – –
109 110
111
112 113