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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 %
NQWM
2901
Northwest Quadrant Wealth Management
Oregon
$488K +$1.29K +11 +0.3%
PWA
2902
PCG Wealth Advisors
Kansas
$488K -$5.05M -42,977 -91%
FPIS
2903
Financial Planning & Information Services
Wisconsin
$488K – – –
WFA
2904
WestHill Financial Advisors
California
$488K +$14.8K +126 +3%
CC
2905
Cypress Capital
Tennessee
$485K -$9.99K -85 -2%
GA
2906
GSG Advisors
New Jersey
$484K +$484K +4,117 New
FAM
2907
Flaharty Asset Management
Florida
$482K -$5.53K -47 -1%
NRC
2908
New Republic Capital
North Carolina
$482K +$39.1K +333 +9%
LIA
2909
LifePlan Investment Advisors
North Carolina
$482K +$6.47K +55 +1%
WHCI
2910
W.H. Cornerstone Investments
Massachusetts
$481K +$58.2K +495 +14%
JCM
2911
Jacobsen Capital Management
Utah
$481K -$7.41K -63 -2%
BHA
2912
Beech Hill Advisors
New York
$480K -$98.8K -840 -17%
LWM
2913
Liberty Wealth Management
California
$480K +$126K +1,071 +36%
SF
2914
Safeguard Financial
Wisconsin
$480K -$2.82K -24 -0.6%
BBNB
2915
Baker Boyer National Bank
Washington
$479K -$239K -2,033 -33%
MFS
2916
McNamara Financial Services
Massachusetts
$479K – – –
ZIG
2917
Zuckerman Investment Group
Illinois
$477K +$10.8K +92 +2%
PFU
2918
Parus Finance (UK)
United Kingdom
$477K +$234K +1,989 +96%
PFA
2919
Petra Financial Advisors
Colorado
$476K +$172K +1,461 +56%
DWM
2920
Defined Wealth Management
Oregon
$476K +$11.3K +96 +2%
CGFA
2921
Colton Groome Financial Advisors
North Carolina
$476K -$35.6K -303 -7%
HWMG
2922
Hurlow Wealth Management Group
Indiana
$475K +$15.1K +128 +3%
TRIA
2923
Trail Ridge Investment Advisors
Colorado
$474K – – –
TPW
2924
Transatlantique Private Wealth
New York
$474K – – –
BBPWM
2925
Blue Bell Private Wealth Management
Pennsylvania
$472K +$19.2K +163 +4%
115 116
117
118 119