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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 %
AWM
3176
Avondale Wealth Management
Texas
$292K -$72.4K -675 -20%
MCA
3177
Maryland Capital Advisors
Maryland
$292K – – –
WI
3178
WJ Interests
Texas
$292K +$292K +2,890 New
LFA
3179
Landmark Financial Advisors
Kentucky
$291K +$34.2K +319 +13%
EE
3180
EWG Elevate
California
$291K +$2.57K +24 +0.9%
JMF
3181
Johnson Midwest Financial
Iowa
$291K +$1.18K +11 +0.4%
MSRI
3182
Michael S. Ryan Inc
New York
$291K +$291K +2,705 New
B
3183
Bensler
Washington
$290K +$290K +2,707 New
PDM
3184
Penn Davis McFarland
Texas
$290K – – –
MAP
3185
Managed Asset Portfolios
Michigan
$290K +$290K +2,705 New
AA
3186
AlphaCentric Advisors
Puerto Rico
$290K -$164K -1,531 -36%
BS
3187
Bessemer Securities
New York
$290K -$32.2K -300 -10%
HB
3188
Horizon Bancorp
Indiana
$290K +$200K +1,863 +222%
FWI
3189
Facet Wealth Inc
Maryland
$290K -$191K -1,816 -40%
WCWM
3190
Willow Creek Wealth Management
California
$289K +$69.5K +648 +32%
AFG
3191
Arkansas Financial Group
Arkansas
$288K -$33.1K -309 -10%
FL
3192
Fort LP
Maryland
$287K +$287K +2,680 New
LFG
3193
Lockerman Financial Group
California
$287K +$31K +289 +12%
CWM
3194
Cherrydale Wealth Management
New Jersey
$287K +$10.4K +97 +4%
MWP
3195
Moller Wealth Partners
$285K – – –
AFG
3196
Affinia Financial Group
Massachusetts
$284K -$137K -1,301 -33%
TC
3197
Tenret Company
Florida
$284K – – –
MIM
3198
Meridiem Investment Management
United Kingdom
$283K – – –
UW
3199
Unique Wealth
Florida
$283K +$5.69K +53 +2%
FCFC
3200
First Citizens Financial Corp
Iowa
$283K +$283K +2,636 New
126 127
128
129 130