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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 %
JEST
2826
JTC Employer Solutions Trustee
Jersey
$469K – – –
TFA
2827
Tranquilli Financial Advisor
New Jersey
$468K -$1.93K -18 -0.4%
BHIC
2828
Bassett Hargrove Investment Counsel
Delaware
$468K +$24.8K +227 +6%
WWP
2829
Waypoint Wealth Partners
California
$467K – – –
CGFA
2830
Colton Groome Financial Advisors
North Carolina
$467K -$114K -1,060 -20%
AI
2831
ArchPoint Investors
Florida
$467K – – –
SCM
2832
Silvant Capital Management
Georgia
$466K – – –
SFWC
2833
Strategic Family Wealth Counselors
New Jersey
$465K +$107K +997 +30%
LIM
2834
Lagoda Investment Management
New York
$464K -$34.9K -325 -7%
ABLA
2835
Alan B. Lancz & Associates
Ohio
$464K – – –
ERWM
2836
Elk River Wealth Management
Colorado
$463K -$21.5K -200 -4%
FPGK
2837
Financial Partners Group (Kansas)
Kansas
$463K +$96.9K +902 +26%
TPW
2838
Tiller Private Wealth
Pennsylvania
$463K +$2.79K +26 +0.6%
RCM
2839
Requisite Capital Management
Texas
$461K +$193K +1,795 +72%
PCH
2840
PGIM Custom Harvest
New Jersey
$461K +$3.65K +34 +0.8%
TA
2841
TFB Advisors
Kansas
$460K +$202K +1,884 +78%
GB
2842
Goepper Burkhardt
South Carolina
$458K +$1.93K +18 +0.4%
BFA
2843
Benedict Financial Advisors
Georgia
$458K +$2.79K +26 +0.6%
BF
2844
Blankinship & Foster
California
$458K +$45.8K +427 +11%
BCMLT
2845
Beacon Capital Management LLC (Tennessee)
Tennessee
$457K +$1.39K +13 +0.3%
LFGO
2846
Legacy Financial Group (Oklahoma)
Oklahoma
$457K +$18.8K +175 +4%
ME
2847
McIlrath & Eck
Washington
$456K +$39.4K +367 +9%
AI
2848
AXS Investments
New York
$455K -$121K -1,126 -21%
WIM
2849
WealthPlan Investment Management
Nebraska
$454K -$926K -8,638 -67%
WP
2850
WealthSpring Partners
California
$454K +$2.15K +20 +0.5%
112 113
114
115 116