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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 %
CI
3126
Ceera Investments
Texas
$364K – – –
OCFG
3127
O'Connor Financial Group
Illinois
$364K +$4K +34 +1%
RWM
3128
Ruedi Wealth Management
Illinois
$364K +$10.3K +88 +3%
BEAM
3129
Baker Ellis Asset Management
Washington
$362K -$129K -1,100 -26%
CP
3130
Castleview Partners
Texas
$362K -$42.3K -360 -10%
IEFM
3131
IQ EQ Fund Management
Ireland
$361K – – –
MWA
3132
Motive Wealth Advisors
Michigan
$360K -$31K -264 -8%
SC
3133
Stephens Consulting
Michigan
$360K – – –
HP
3134
HT Partners
Connecticut
$359K -$81.1K -690 -18%
HCM
3135
Hilton Capital Management
New York
$359K -$31K -264 -8%
HWM
3136
Hemington Wealth Management
Virginia
$359K -$57K -485 -14%
MCG
3137
McCollum Christoferson Group
New York
$359K – – –
TWP
3138
Tempus Wealth Planning
California
$357K -$118K -1,000 -25%
CC
3139
Copperleaf Capital
North Carolina
$357K +$14.6K +124 +4%
SM
3140
Sweeney & Michel
California
$357K +$618 +6 +0.2%
R
3141
Rebalance
California
$356K – – –
HWM
3142
HighMark Wealth Management
Minnesota
$356K +$2.47K +21 +0.7%
NCM
3143
Northwest Capital Management
Oregon
$356K +$84.8K +721 +31%
PIA
3144
Pinion Investment Advisors
Kansas
$354K +$20.9K +178 +6%
JCM
3145
J2 Capital Management
Michigan
$353K +$353K +3,006 New
MSFP
3146
Mark Sheptoff Financial Planning
Connecticut
$352K -$11.8K -100 -3%
AWS
3147
Arkfeld Wealth Strategies
Nebraska
$351K +$221 +2 +0.1%
SW
3148
SkyOak Wealth
Michigan
$351K +$42.8K +364 +14%
SFA
3149
Source Financial Advisors
New York
$350K -$8.7K -74 -2%
LTI
3150
Laffer Tengler Investments
Tennessee
$350K – – –
124 125
126
127 128