XOM icon

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 %
TF
3076
Talbot Financial
Washington
$343K – – –
SAM
3077
Selway Asset Management
$343K +$343K +3,200 New
EBT
3078
Enterprise Bank & Trust
Massachusetts
$342K +$36.6K +341 +12%
SFG
3079
Sterling Financial Group
California
$342K +$17.9K +167 +6%
FGP
3080
Foyston, Gordon, & Payne
Ontario, Canada
$341K – – –
CCM
3081
Carderock Capital Management
Maryland
$341K – – –
BMCM
3082
Burns Matteson Capital Management
New York
$341K +$101K +941 +42%
WLPWM
3083
Walled Lake Planning & Wealth Management
Illinois
$341K -$31.8K -296 -9%
VAM
3084
Verity Asset Management
North Carolina
$340K +$18.9K +176 +6%
IFA
3085
Index Fund Advisors
California
$340K -$18.3K -171 -5%
PW
3086
Peninsula Wealth
California
$340K +$14.6K +136 +4%
WLIM
3087
White Lighthouse Investment Management
Massachusetts
$340K – – –
EP
3088
Essential Planning
New Hampshire
$339K +$9.65K +90 +3%
TC
3089
Truvestments Capital
Florida
$339K +$3.65K +34 +1%
MWA
3090
Mills Wealth Advisors
Texas
$339K -$12.8K -119 -4%
AWS
3091
Arkfeld Wealth Strategies
Nebraska
$339K +$639 +6 +0.2%
BWA
3092
Blodgett Wealth Advisors
California
$338K – – –
CFCI
3093
Comprehensive Financial Consultants Institutional
Indiana
$337K – – –
FWM
3094
Fortress Wealth Management
California
$337K – – –
GPWA
3095
Great Point Wealth Advisors
Massachusetts
$336K -$9.44K -88 -3%
CASB
3096
Cape Ann Savings Bank
Massachusetts
$335K +$42.5K +396 +14%
SWP
3097
Summit Wealth Partners
Florida
$335K +$214 +2 +0.1%
WCA
3098
Westover Capital Advisors
Delaware
$335K -$20.8K -194 -6%
BP
3099
BCK Partners
New York
$335K +$3.65K +34 +1%
SPI
3100
Santori & Peters Inc
Pennsylvania
$334K -$17.4K -162 -5%
122 123
124
125 126