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Exxon Mobil
XOM

Overview Fund Activity

4,214 hedge funds and large institutions have $308B invested in Exxon Mobil in 2024 Q4 according to their latest regulatory filings, with 522 funds opening new positions, 1,652 increasing their positions, 1,665 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,214
Holders Change
+318
Holders Change %
+8.16%
% of All Funds
56.09%
Holding in Top 10
208
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-13.33%
% of All Funds
2.77%
New
522
Increased
1,652
Reduced
1,665
Closed
128
Calls
$5.57B
Puts
$4.62B
Net Calls
+$957M
Net Calls Change
+$99.4M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$596M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$550M
3
Franklin Resources
Franklin Resources
California
+$445M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$353M
5
Northern Trust
Northern Trust
Illinois
+$323M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$1.26B
2
Capital World Investors
Capital World Investors
California
-$1.04B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$619M
4
Barclays
Barclays
United Kingdom
-$590M
5
IAIM
International Assets Investment Management
Florida
-$500M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFP
2751
Root Financial Partners
California
$843K +$201K +1,865 +31%
PRI
2752
Prepared Retirement Institute
Pennsylvania
$842K +$3.01K +28 +0.4%
RI
2753
Rinkey Investments
California
$840K +$220K +2,049 +36%
JFGLC
2754
Johnson Financial Group LLC (Colorado)
Colorado
$839K – – –
VIA
2755
Victrix Investment Advisors
Florida
$837K +$837K +7,785 New
WCM
2756
Weik Capital Management
Pennsylvania
$836K +$3.77K +35 +0.5%
DWAM
2757
Duncan Williams Asset Management
Tennessee
$835K +$217K +2,020 +35%
SWM
2758
Shelton Wealth Management
Texas
$834K +$968 +9 +0.1%
FB
2759
Finward Bancorp
Indiana
$834K +$834K +7,753 New
WA
2760
Wambolt & Associates
Colorado
$832K -$334K -3,103 -29%
IP
2761
Isthmus Partners
Wisconsin
$831K – – –
PCTC
2762
Perkins Coie Trust Company
Washington
$830K -$28.7K -267 -3%
TC
2763
TFR Capital
Texas
$830K +$830K +7,712 New
LFA
2764
LGT Financial Advisors
Texas
$829K +$1.08K +10 +0.1%
APC
2765
Asset Planning Corporation
Tennessee
$829K +$323 +3 +0%
RFA
2766
RTD Financial Advisors
Pennsylvania
$829K -$18.9K -176 -2%
CSPIA
2767
Cary Street Partners Investment Advisory
Virginia
$829K -$13.5M -125,894 -94%
PAS
2768
Professional Advisory Services
Florida
$828K – – –
SFG
2769
Shum Financial Group
California
$828K -$23.5K -218 -3%
PW
2770
PUREfi Wealth
Massachusetts
$826K +$826K +7,683 New
LCWM
2771
Legacy Capital Wealth Management
Texas
$826K +$826K +7,680 New
NWMG
2772
Nicholson Wealth Management Group
South Carolina
$826K +$21K +195 +3%
NECFA
2773
New England Capital Financial Advisors
Connecticut
$826K +$64.8K +602 +9%
MLA
2774
My Legacy Advisors
Oregon
$825K +$77.3K +693 +10%
RIM
2775
RW Investment Management
Idaho
$825K -$77.3K -719 -9%
109 110
111
112 113