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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 %
SIA
3126
Sage Investment Advisers
New York
$322K +$322K +3,004 New
RWM
3127
Ruedi Wealth Management
Illinois
$322K – – –
WA
3128
Waterford Advisors
New York
$322K -$25.6K -239 -7%
GITFIT
3129
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$322K – – –
RLIM
3130
Red Lighthouse Investment Management
New York
$321K – – –
WSWA
3131
Warren Street Wealth Advisors
California
$320K +$43.9K +409 +16%
LTI
3132
Laffer Tengler Investments
Tennessee
$319K – – –
SWA
3133
Sutton Wealth Advisors
Florida
$319K +$30.8K +287 +11%
EWA
3134
ERTS Wealth Advisors
Michigan
$318K +$8.26K +77 +3%
OPWM
3135
Oakwell Private Wealth Management
Texas
$316K +$316K +2,951 New
SFC
3136
SYM Financial Corp
Indiana
$316K -$73.8K -688 -19%
SWA
3137
ShankerValleau Wealth Advisors
Illinois
$316K – – –
TAM
3138
Trillium Asset Management
Massachusetts
$315K -$53.7K -500 -15%
WAS
3139
Winch Advisory Services
Wisconsin
$315K +$38.8K +361 +14%
CSWG
3140
Cardinal Strategic Wealth Guidance
Kentucky
$315K +$107 +1 +0%
WAM
3141
Worth Asset Management
Texas
$315K -$45.3K -422 -13%
NL
3142
Navalign LLC
California
$314K -$38.2K -356 -11%
AL
3143
ACAS LLC
California
$313K +$16.7K +156 +6%
LCM
3144
Liberty Capital Management
Michigan
$313K -$21.5K -200 -6%
CC
3145
Copperleaf Capital
North Carolina
$312K -$331K -3,089 -51%
RIA
3146
RPG Investment Advisory
California
$311K – – –
PK
3147
Pflug Koory
Nebraska
$311K +$2.68K +25 +0.9%
SFG
3148
Sunburst Financial Group
Alabama
$311K +$1.61K +15 +0.5%
BWM
3149
Boyd Wealth Management
California
$310K – – –
SP
3150
SWS Partners
Ohio
$309K -$35.2K -328 -10%
124 125
126
127 128