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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 %
PIP
2901
Peachtree Investment Partners
Florida
$432K -$63.3K -590 -13%
WAG
2902
Wallace Advisory Group
California
$432K – – –
WFA
2903
WestHill Financial Advisors
California
$431K +$146K +1,364 +51%
MFS
2904
McNamara Financial Services
Massachusetts
$431K -$1.8K -17 -0.4%
AWM
2905
Atticus Wealth Management
Florida
$431K – – –
SFA
2906
Souders Financial Advisors
Ohio
$430K +$8.69K +81 +2%
ACM
2907
Alethea Capital Management
Washington
$429K – – –
BAM
2908
Bosun Asset Management
Illinois
$429K – – –
RC
2909
RBF Capital
California
$429K – – –
MWP
2910
Madison Wealth Partners
Wisconsin
$428K +$13.7K +128 +3%
WC
2911
Waterloo Capital
Texas
$427K -$98.2K -916 -19%
GM
2912
GeoWealth Management
Illinois
$427K -$1.6K -15 -0.4%
BFC
2913
Blue Fin Capital
Rhode Island
$426K +$5.36K +50 +1%
ZIG
2914
Zuckerman Investment Group
Illinois
$426K -$1.61K -15 -0.4%
GCP
2915
GSA Capital Partners
United Kingdom
$425K +$425K +3,966 New
DWM
2916
Defined Wealth Management
Oregon
$424K +$1.82K +17 +0.4%
ICP
2917
Interchange Capital Partners
Pennsylvania
$424K +$225K +2,094 +113%
OPWM
2918
Oxinas Partners Wealth Management
Indiana
$424K +$115K +1,073 +37%
TC
2919
Touchstone Capital
Pennsylvania
$423K – – –
MFC
2920
Morris Financial Concepts
South Carolina
$423K +$107 +1 +0%
CCM
2921
Chiron Capital Management
Florida
$423K +$9.65K +90 +2%
PWM
2922
Palumbo Wealth Management
New York
$423K +$107 +1 +0%
RIM
2923
Rockbridge Investment Management
New York
$422K – – –
JWS
2924
Juncture Wealth Strategies
Arizona
$422K -$92.8K -865 -18%
WBC
2925
Westpac Banking Corp
Australia
$421K -$57.3M -534,153 -99%
115 116
117
118 119