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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 %
FIBT
2876
First International Bank & Trust
North Dakota
$442K -$5.04K -47 -1%
OIM
2877
Orca Investment Management
Oregon
$440K +$4.08K +38 +0.9%
PWM
2878
PRW Wealth Management
Massachusetts
$440K +$4.16K +41 +1%
SF
2879
Safeguard Financial
Wisconsin
$440K +$16.9K +158 +4%
AP
2880
Arlington Partners
Alabama
$439K +$27K +252 +7%
SFS
2881
Security Financial Services
Indiana
$439K – – –
SEP
2882
Southland Equity Partners
Missouri
$438K -$7.19K -67 -2%
NPF
2883
Norris Perne & French
Michigan
$438K +$6.87K +64 +2%
NEWAS
2884
N.E.W. Advisory Services
Wisconsin
$438K +$5.26K +49 +1%
RPA
2885
Rock Point Advisors
Vermont
$438K -$10.7K -100 -2%
KA
2886
Keene & Associates
Texas
$438K +$21.4K +200 +5%
KWS
2887
Keystone Wealth Services
California
$437K -$159K -1,482 -27%
SFG
2888
Sather Financial Group
Texas
$436K – – –
PWS
2889
Precision Wealth Strategies
Missouri
$436K -$54.3K -506 -11%
SC
2890
SRB Corp
Massachusetts
$436K +$85.2K +794 +24%
PPW
2891
Pasadena Private Wealth
California
$436K +$25.8K +241 +6%
CWG
2892
Crown Wealth Group
North Carolina
$435K +$64K +597 +17%
LWMG
2893
Levy Wealth Management Group
Pennsylvania
$434K +$1.93K +18 +0.4%
LIA
2894
LifePlan Investment Advisors
North Carolina
$434K +$434K +4,045 New
TWP
2895
Tempus Wealth Planning
California
$433K +$322 +3 +0.1%
TRIA
2896
Trail Ridge Investment Advisors
Colorado
$433K – – –
MLA
2897
My Legacy Advisors
Oregon
$433K -$3.14K -30 -0.7%
ARG
2898
Advisory Resource Group
Oklahoma
$433K +$6.65K +62 +2%
VC
2899
Veery Capital
Delaware
$432K -$19.7K -184 -4%
TPW
2900
Transatlantique Private Wealth
New York
$432K – – –
114 115
116
117 118