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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 %
PFM
3251
Peak Financial Management
Massachusetts
$291K -$33.5K -285 -10%
MCM
3252
Mendel Capital Management
Arkansas
$291K – – –
SW
3253
StrongBox Wealth
Missouri
$291K +$20.6K +175 +8%
MA
3254
Modus Advisors
Minnesota
$290K – – –
EL
3255
EWA LLC
Pennsylvania
$290K +$29.6K +282 +11%
JAFL
3256
Jay A. Fishman Ltd
Michigan
$289K – – –
LFG
3257
Lockerman Financial Group
California
$289K -$25.9K -220 -8%
WCF
3258
West Coast Financial
California
$289K -$13.1K -111 -4%
AWA
3259
AmeriServ Wealth Advisors
Pennsylvania
$289K – – –
SFS
3260
Stiles Financial Services
Minnesota
$287K +$1.06K +9 +0.4%
SFPG
3261
Stonebridge Financial Planning Group
Florida
$287K +$1.41K +12 +0.5%
EWS
3262
Evergreen Wealth Solutions
Pennsylvania
$286K +$286K +2,430 New
NED
3263
Nancy E. Dempze
$285K – – –
QPW
3264
Quantum Private Wealth
Florida
$285K – – –
EC
3265
EdgeRock Capital
Colorado
$285K +$285K +2,421 New
HA
3266
HC Advisors
Georgia
$283K +$26.8K +228 +10%
FCM
3267
Family Capital Management
Michigan
$283K – – –
WAM
3268
WFA Asset Management
Wisconsin
$283K -$9.17K -78 -3%
CWA
3269
Consilio Wealth Advisors
Washington
$282K +$18.4K +159 +7%
PGWM
3270
Parisi Gray Wealth Management
New Jersey
$282K +$3.64K +31 +1%
ADBIC
3271
A.D. Beadell Investment Counsel
Wisconsin
$282K – – –
TA
3272
TCM Advisors
West Virginia
$282K -$257K – –
AA
3273
AlphaCentric Advisors
Puerto Rico
$281K -$36.9K -314 -12%
RA
3274
Riversedge Advisors
Delaware
$279K +$279K +2,373 New
CAM
3275
CPA Asset Management
Florida
$279K +$1.29K +11 +0.5%
129 130
131
132 133