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ExxonMobil

3,801 hedge funds and large institutions have $290B invested in ExxonMobil in 2024 Q1 according to their latest regulatory filings, with 231 funds opening new positions, 1,711 increasing their positions, 1,433 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 231 | Existing positions closed: 138

23% more call options, than puts

Call options by funds: $6.9B | Put options by funds: $5.62B

19% more repeat investments, than reductions

Existing positions increased: 1,711 | Existing positions reduced: 1,433

15% more capital invested

Capital invested by funds: $251B → $290B (+$38.8B)

15% more funds holding in top 10

Funds holding in top 10: 237273 (+36)

1% more funds holding

Funds holding: 3,7563,801 (+45)

0.48% more ownership

Funds ownership: 62.64%63.12% (+0.48%)

Holders
3,801
Holders Change
+45
Holders Change %
+1.2%
% of All Funds
54.75%
Holding in Top 10
273
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+15.19%
% of All Funds
3.93%
New
231
Increased
1,711
Reduced
1,433
Closed
138
Calls
$6.9B
Puts
$5.62B
Net Calls
+$1.28B
Net Calls Change
+$669M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2776
Birchcreek Wealth Management
Ohio
$690K
CB
2777
Centennial Bank
Arkansas
$689K
RFA
2778
Register Financial Advisors
Georgia
$688K +$20K +191 +3%
GCM
2779
G2 Capital Management
Ohio
$687K +$1.36K +13 +0.2%
TAM
2780
TCP Asset Management
Ohio
$687K +$36.2K +346 +6%
AGA
2781
Accuvest Global Advisors
Utah
$686K +$149K +1,426 +32%
DWM
2782
Dorchester Wealth Management
Quebec, Canada
$686K
EWA
2783
Encompass Wealth Advisors
Oregon
$685K -$2.3K -22 -0.4%
AWM
2784
Accel Wealth Management
Iowa
$684K +$54.6K +522 +10%
MC
2785
Mathes Company
New York
$684K -$28.8K -275 -4%
MWM
2786
MBE Wealth Management
Wisconsin
$683K -$114K -1,092 -16%
AL
2787
ACAS LLC
California
$683K -$18.6K -178 -3%
BWM
2788
Blossom Wealth Management
California
$683K +$6.28K +60 +1%
AF
2789
Aldebaran Financial
$680K +$314 +3 +0.1%
IAG
2790
Investmark Advisory Group
Connecticut
$679K -$14.6K -140 -2%
TAM
2791
Trillium Asset Management
Massachusetts
$678K -$57.8K -552 -9%
IFS
2792
Ifrah Financial Services
Arkansas
$677K -$10.5K -100 -2%
BWM
2793
Benchmark Wealth Management
Connecticut
$674K
QCIG
2794
Quad-Cities Investment Group
Iowa
$671K -$21.2K -203 -3%
CAWM
2795
Capital Advisors Wealth Management
Washington
$670K +$2.3K +22 +0.4%
NPP
2796
New Potomac Partners
Maryland
$670K
WF
2797
Wayfinding Financial
Washington
$670K +$41.4K +396 +7%
GAAM
2798
Guinness Atkinson Asset Management
California
$670K -$54K -516 -8%
RCI
2799
RS Crum Inc
California
$669K +$1.67K +16 +0.3%
WFMPM
2800
Woodley Farra Manion Portfolio Management
Indiana
$669K -$54.6K -522 -8%

XOM Hedge Fund Activity: Q1 2024 in Review

3,801 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q1 2024, worth a combined $290B — up 15% from $251B a quarter earlier.

Buyers outnumbered sellers: 231 funds opened new XOM positions and 138 closed out — a net gain of 93 holders — while 1,711 added to existing stakes and 1,433 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $2.23B. The largest seller was Morgan Stanley, cutting an estimated $5.71B.

  • 3,801 institutional investors held ExxonMobil (XOM) as of Q1 2024, up from 3,756 in Q4 2023.
  • Funds reported $290B of ExxonMobil stock for Q1 2024, up 15% quarter-over-quarter.
  • 231 funds opened new ExxonMobil positions in Q1 2024 and 138 closed out, a net change of +93 holders.
  • The largest ExxonMobil buyer in Q1 2024 was Wellington Management Group, an estimated $2.23B added.
  • The largest ExxonMobil seller in Q1 2024 was Morgan Stanley, an estimated $5.71B sold.

Based on aggregated 13F filings for Q1 2024.