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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 %
SC
3276
Schiavi & Co
Delaware
$246K +$9.65K +90 +4%
ACA
3277
Anchor Capital Advisors
Massachusetts
$245K -$21.7K -202 -8%
CWA
3278
Consilio Wealth Advisors
Washington
$244K -$20.3K -189 -8%
EA
3279
Echo45 Advisors
California
$244K -$50.5K -471 -17%
PWS
3280
Paragon Wealth Strategies
Florida
$243K -$54.5K -508 -18%
GHA
3281
Granite Harbor Advisors
Texas
$243K -$72.5K -676 -23%
SCM
3282
Sterneck Capital Management
Missouri
$242K – – –
PWM
3283
Peterson Wealth Management
Nevada
$242K -$8.15K -76 -3%
TCM
3284
Traynor Capital Management
Pennsylvania
$241K -$22.1K -206 -8%
PFP
3285
Paragon Financial Partners
California
$241K +$214 +2 +0.1%
PPWM
3286
PFG Private Wealth Management
Florida
$241K -$13.4K -125 -5%
SEEDPG
3287
S.E.E.D. Planning Group
New York
$241K – – –
CMBA
3288
C.M. Bidwell & Associates
Hawaii
$241K -$14.1K -131 -6%
NA
3289
Nottingham Advisors
New York
$240K – – –
SFG
3290
Socha Financial Group
New York
$240K +$240K +2,236 New
RRCM
3291
Rappaport Reiches Capital Management
Illinois
$239K -$43.8K -408 -15%
MAA
3292
Mraz Amerine & Associates
California
$239K – – –
CEI
3293
Clark Estates Inc
New York
$239K +$239K +2,224 New
CIA
3294
Compass Ion Advisors
Pennsylvania
$237K -$26.6K -248 -10%
AIS
3295
AM Investment Strategies
Tennessee
$237K – – –
SCM
3296
Stordahl Capital Management
Colorado
$237K – – –
FWP
3297
Falcon Wealth Planning
California
$237K +$26.9K +251 +13%
AI
3298
Auour Investments
Massachusetts
$237K +$237K +2,206 New
IF
3299
Integrity Financial
Wyoming
$236K – – –
SA
3300
Stewardship Advisors
Pennsylvania
$236K +$13.7K +128 +6%
130 131
132
133 134