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Exxon Mobil
XOM

Overview Fund Activity

3,556 hedge funds and large institutions have $281B invested in Exxon Mobil in 2023 Q3 according to their latest regulatory filings, with 180 funds opening new positions, 1,485 increasing their positions, 1,448 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,556
Holders Change
+48
Holders Change %
+1.37%
% of All Funds
56.7%
Holding in Top 10
392
Holding in Top 10 Change
+89
Holding in Top 10 Change %
+29.37%
% of All Funds
6.25%
New
180
Increased
1,485
Reduced
1,448
Closed
90
Calls
$6.92B
Puts
$6.2B
Net Calls
+$719M
Net Calls Change
-$119M

Top Buyers

1
State Street
State Street
Massachusetts
+$529M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$515M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$489M
4
Bank of America
Bank of America
North Carolina
+$367M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$296M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$3.42B
2
GQG Partners
GQG Partners
Florida
-$700M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$686M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$598M
5
BlackRock
BlackRock
New York
-$528M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
2876
Circle Wealth Management
New Jersey
$501K +$122K +1,035 +32%
OWM
2877
OneAscent Wealth Management
Alabama
$501K -$61.6K -524 -11%
GKWIM
2878
Gerber Kawasaki Wealth & Investment Management
California
$500K +$177K +1,503 +55%
PCH
2879
PGIM Custom Harvest
New Jersey
$500K -$5.76K -49 -1%
MWP
2880
Madison Wealth Partners
Wisconsin
$500K +$30.5K +259 +6%
SWP
2881
Semus Wealth Partners
Florida
$497K +$1.41K +12 +0.3%
ICP
2882
Interchange Capital Partners
Pennsylvania
$497K +$34.3K +292 +7%
ACM
2883
Arcataur Capital Management
Wisconsin
$497K – – –
HIC
2884
Hartline Investment Corp
Illinois
$496K – – –
NPF
2885
Norris Perne & French
Michigan
$496K +$15.9K +135 +3%
RCA
2886
Riverview Capital Advisers
Massachusetts
$496K – – –
WIM
2887
Westside Investment Management
California
$495K – – –
SWM
2888
Shelton Wealth Management
Texas
$493K – – –
MLA
2889
My Legacy Advisors
Oregon
$493K +$25.1K +222 +5%
PGF
2890
Plan Group Financial
Oklahoma
$493K -$2.18M -18,499 -82%
DWM
2891
Denver Wealth Management
Colorado
$492K +$3.29K +28 +0.7%
SIM
2892
Studio Investment Management
Illinois
$492K +$289K +2,454 +142%
V
2893
ViaWealth
Kansas
$491K +$118 +1 +0%
LIM
2894
Lagoda Investment Management
New York
$491K -$17.6K -150 -3%
GB
2895
Goepper Burkhardt
South Carolina
$491K -$11.8K -100 -2%
CWM
2896
Collaborative Wealth Management
Florida
$490K +$353 +3 +0.1%
VC
2897
Veery Capital
Delaware
$490K +$16K +136 +3%
WBG
2898
Wharton Business Group
Pennsylvania
$489K – – –
HS
2899
Horan Securities
United States
$489K -$8.11K -69 -2%
CWG
2900
Crown Wealth Group
North Carolina
$488K +$11.4K +97 +2%
114 115
116
117 118