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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 %
FI
3351
Fractal Investments
Connecticut
$215K +$215K +2,000 New
CP
3352
Capital Planning
Washington
$213K +$213K +1,990 New
RIP
3353
RAM Investment Partners
Washington
$213K +$3K +28 +1%
HI
3354
Human Investing
Oregon
$212K +$212K +1,978 New
CCA
3355
Column Capital Advisors
Indiana
$212K -$3.65K -34 -2%
SFG
3356
Steward Financial Group
Texas
$210K -$2.57K -24 -1%
MC
3357
Muhlenkamp & Co
Pennsylvania
$209K +$209K +1,952 New
OFG
3358
Orcam Financial Group
California
$209K -$10.7K -100 -5%
BWL
3359
Beacon Wealthcare LLC
North Carolina
$208K – – –
CMA
3360
Cedar Mountain Advisors
Oregon
$208K +$3.75K +35 +2%
PIWA
3361
Prevail Innovative Wealth Advisors
Kansas
$207K +$207K +1,934 New
B
3362
BetterWealth
California
$207K +$536 +5 +0.3%
RWG
3363
Ratio Wealth Group
Colorado
$207K +$207K +1,933 New
RWM
3364
Reston Wealth Management
Virginia
$207K +$4.51K +42 +2%
JSAM
3365
J. Safra Asset Management
New York
$206K – – –
GJCM
3366
Grand Jean Capital Management
California
$206K -$16K -149 -7%
XWM
3367
Xcel Wealth Management
Florida
$206K – – –
GTAM
3368
Global Trust Asset Management
Florida
$206K +$21.6K +201 +12%
CPCM
3369
Cardinal Point Capital Management
Ontario, Canada
$205K -$53.6K -500 -21%
CWAG
3370
Compton Wealth Advisory Group
Virginia
$205K – – –
AC
3371
Aldebaran Capital
Indiana
$205K – – –
MWAM
3372
Manhattan West Asset Management
California
$205K +$205K +1,908 New
SA
3373
Scarborough Advisors
Maryland
$204K +$204K +1,905 New
GAM
3374
Gemmer Asset Management
California
$204K +$204K +1,905 New
FWM
3375
Fairhaven Wealth Management
Illinois
$204K +$204K +1,901 New
133 134
135
136 137