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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 %
CWA
2851
Clarus Wealth Advisors
Arizona
$454K +$12.8K +124 +3%
ACM
2852
Arcataur Capital Management
Wisconsin
$453K +$453K +4,225 New
HS
2853
Horan Securities
United States
$453K +$116K +1,085 +35%
HIC
2854
Hartline Investment Corp
Illinois
$453K +$117K +1,089 +35%
ERIM
2855
Eagle Ridge Investment Management
Connecticut
$452K -$32.4K -302 -7%
SWP
2856
Semus Wealth Partners
Florida
$452K -$96.2K -897 -18%
RCA
2857
Riverview Capital Advisers
Massachusetts
$452K +$6.86K +64 +2%
CC
2858
Cypress Capital
Tennessee
$451K -$1.61K -15 -0.4%
WIM
2859
Westside Investment Management
California
$451K – – –
WAM
2860
Weinberger Asset Management
California
$450K – – –
SWM
2861
Shelton Wealth Management
Texas
$450K – – –
BEAM
2862
Baker Ellis Asset Management
Washington
$448K +$8.58K +80 +2%
V
2863
ViaWealth
Kansas
$448K -$42.9K -400 -9%
CWM
2864
Collaborative Wealth Management
Florida
$447K -$1.18K -11 -0.3%
BOCM
2865
Bontempo Ohly Capital Management
Maryland
$447K – – –
WBG
2866
Wharton Business Group
Pennsylvania
$446K – – –
TCMP
2867
Thrive Capital Management (Pennsylvania)
Pennsylvania
$446K +$31.5K +294 +8%
DWM
2868
Denver Wealth Management
Colorado
$446K +$1.93K +18 +0.4%
AWA
2869
Alaska Wealth Advisors
Alaska
$445K -$42.9K -400 -9%
JCM
2870
Jacobsen Capital Management
Utah
$445K -$110K -1,028 -20%
FAM
2871
Flaharty Asset Management
Florida
$445K – – –
FPIS
2872
Financial Planning & Information Services
Wisconsin
$445K – – –
TI
2873
Truepoint Inc
Ohio
$445K +$77.7K +724 +21%
NQWM
2874
Northwest Quadrant Wealth Management
Oregon
$444K +$1.29K +12 +0.3%
AWA
2875
Alta Wealth Advisors
Massachusetts
$443K +$443K +4,131 New
113 114
115
116 117