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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 %
KWM
3101
Keebeck Wealth Management
Illinois
$333K -$108K -1,008 -25%
PIAS
3102
PCA Investment Advisory Services
Ohio
$332K -$4.94K -46 -1%
WPIC
3103
White Pine Investment Company
Michigan
$332K – – –
CI
3104
Ceera Investments
Texas
$332K – – –
MSFP
3105
Mark Sheptoff Financial Planning
Connecticut
$332K +$21.5K +200 +7%
DAM
3106
Derbend Asset Management
Georgia
$331K +$49.6K +462 +18%
PWM
3107
Purus Wealth Management
California
$330K +$2.57K +24 +0.8%
SSA
3108
Schonfeld Strategic Advisors
New York
$330K +$330K +3,078 New
IEFM
3109
IQ EQ Fund Management
Ireland
$329K – – –
SC
3110
Stephens Consulting
Michigan
$328K -$110K -1,026 -25%
OCFG
3111
O'Connor Financial Group
Illinois
$328K +$644 +6 +0.2%
SLA
3112
Silver Lake Advisory
Utah
$328K +$644 +6 +0.2%
MCG
3113
McCollum Christoferson Group
New York
$327K – – –
CIA
3114
Cape Investment Advisory
Georgia
$327K +$13.1K +122 +4%
SFA
3115
Source Financial Advisors
New York
$327K -$30.1K -281 -8%
RP
3116
Riverwater Partners
Wisconsin
$326K -$644 -6 -0.2%
GBWM
3117
Granite Bay Wealth Management
New Hampshire
$325K – – –
R
3118
Rebalance
California
$325K – – –
TNAM
3119
Terra Nova Asset Management
New York
$325K – – –
GCM
3120
Gallacher Capital Management
Colorado
$324K +$72.5K +676 +29%
MCC
3121
Money Concepts Capital
Florida
$324K -$65.6K -612 -17%
GFL
3122
Granite FO LLC
New Hampshire
$324K -$461K -4,300 -59%
LWM
3123
Liberty Wealth Management
California
$323K -$45.4K -423 -12%
SL
3124
Summitry LLC
California
$323K +$22.1K +206 +7%
HWM
3125
HighMark Wealth Management
Minnesota
$323K +$2.36K +22 +0.7%
123 124
125
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