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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 %
CIA
3151
Caerus Investment Advisors
Texas
$308K +$308K +2,872 New
BDF
3152
Black Diamond Financial
Maryland
$306K – – –
HWM
3153
Howard Wealth Management
Connecticut
$306K – – –
SWMG
3154
Signature Wealth Management Group
Georgia
$305K +$305K +2,843 New
AP
3155
Adero Partners
California
$304K -$168K -1,566 -36%
PIA
3156
Pinion Investment Advisors
Kansas
$304K +$84.6K +789 +39%
WAG
3157
Windsor Advisory Group
Ohio
$304K – – –
SG
3158
Sharper & Granite
California
$304K – – –
1W
3159
1776 Wealth
Georgia
$302K -$215 -2 -0.1%
EWM
3160
Elmwood Wealth Management
California
$302K – – –
BFW
3161
Brady Family Wealth
Missouri
$301K – – –
AWCI
3162
Alpine Woods Capital Investors
New York
$301K +$215 +2 +0.1%
HWM
3163
Hassell Wealth Management
Louisiana
$301K – – –
CPG
3164
Cornerstone Planning Group
New Jersey
$300K +$300K +2,801 New
VPP
3165
Vertex Planning Partners
Illinois
$300K +$36.4K +339 +14%
VCP
3166
Vista Capital Partners
Oregon
$299K – – –
SIA
3167
Strategic Investment Advisors
Michigan
$299K +$86.2K +804 +41%
RGI
3168
River Global Investors
United Kingdom
$298K +$298K +2,780 New
ZAM
3169
Zevin Asset Management
Massachusetts
$297K – – –
PFM
3170
Peak Financial Management
Massachusetts
$296K +$296K +2,761 New
GCM
3171
Goldstream Capital Management
Hong Kong
$296K +$98.8K +921 +50%
GKWIM
3172
Gerber Kawasaki Wealth & Investment Management
California
$295K -$751 -7 -0.3%
DJFS
3173
Dean Jacobson Financial Services
Texas
$295K – – –
CIA
3174
Cascade Investment Advisors
Oregon
$294K +$9.33K +87 +3%
I2I
3175
Insight 2811 Inc
Illinois
$293K +$293K +2,729 New
125 126
127
128 129