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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 %
LC
2926
Legacy CG
Texas
$420K +$158K +1,473 +60%
CWM
2927
CarsonAllaria Wealth Management
Illinois
$420K -$12.8K -119 -3%
HWMG
2928
Hurlow Wealth Management Group
Indiana
$420K -$107 -1 -0%
LIM
2929
Loudon Investment Management
New Hampshire
$420K -$3.54K -33 -0.8%
RWRC
2930
R.W. Roge & Company
New York
$418K – – –
MI
2931
Moneywise Inc
Virginia
$417K -$8.15K -76 -2%
FWM
2932
ForthRight Wealth Management
Georgia
$417K +$27K +252 +7%
PCMC
2933
Paragon Capital Management (Colorado)
Colorado
$416K -$11.2K -104 -3%
TW
2934
Towerpoint Wealth
California
$415K -$28K -261 -6%
TIM
2935
Tortoise Investment Management
New York
$415K +$80.4K +750 +24%
SOAG
2936
Silver Oak Advisory Group
Oregon
$414K – – –
MCM
2937
Manchester Capital Management
Vermont
$414K +$7.72K +72 +2%
BBPWM
2938
Blue Bell Private Wealth Management
Pennsylvania
$413K +$107 +1 +0%
KA
2939
Kozak & Associates
Colorado
$413K +$3.76K +35 +0.9%
LI
2940
LVZ Inc
Michigan
$412K – – –
HGWM
2941
Horst & Graben Wealth Management
Oregon
$412K +$1.72K +16 +0.4%
PP
2942
Pegasus Partners
Wisconsin
$412K – – –
AWM
2943
Affinity Wealth Management
Delaware
$412K +$15.3K +143 +4%
ST
2944
Somerset Trust
Pennsylvania
$410K -$110K -1,025 -21%
NF
2945
Nvest Financial
New Hampshire
$409K +$17.9K +167 +5%
AA
2946
AJ Advisors
Tennessee
$409K +$99.5K +928 +32%
JFG
2947
JMG Financial Group
Illinois
$409K -$84.1K -784 -17%
ESCM
2948
Echo Street Capital Management
New York
$409K +$89.9K +838 +28%
WF
2949
Warner Financial
Maryland
$408K +$18.5K +172 +5%
DWM
2950
Darwin Wealth Management
Florida
$408K -$46.2K -436 -10%
116 117
118
119 120