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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 %
AFS
3351
Annapolis Financial Services
Maryland
$244K – – –
MW
3352
Marks Wealth
Maryland
$244K – – –
CP
3353
Capital Planning
Washington
$243K +$8.82K +75 +4%
PWS
3354
Private Wealth Strategies
Ohio
$243K – – –
ACA
3355
Affinity Capital Advisors
California
$242K -$13.8K -117 -5%
FAM
3356
Frontier Asset Management
Wyoming
$242K -$10.9K -93 -4%
BCM
3357
Beddow Capital Management
Wyoming
$241K +$241K +2,050 New
CM
3358
Capital Management
Virginia
$238K – – –
TWA
3359
Trellis Wealth Advisors
California
$238K +$238K +2,022 New
KWA
3360
KCS Wealth Advisory
California
$236K +$236K +2,004 New
SEM
3361
Strategic Equity Management
Arizona
$236K +$118 +1 +0%
GTAM
3362
Global Trust Asset Management
Florida
$235K +$9.76K +83 +4%
COI
3363
Connable Office Inc
Michigan
$235K – – –
MIM
3364
Miller Investment Management
Pennsylvania
$235K – – –
NPP
3365
New Potomac Partners
Maryland
$235K – – –
PWSG
3366
Pacific Wealth Strategies Group
California
$235K – – –
AWM
3367
Abound Wealth Management
Tennessee
$235K -$71.7K -610 -23%
Capstone Investment Advisors
3368
Capstone Investment Advisors
New York
$232K -$6.06M -51,519 -96%
RIG
3369
RiverFront Investment Group
Virginia
$232K +$232K +1,975 New
RI
3370
Ridgewood Investments
New Jersey
$232K -$11.8K -100 -5%
CPWM
3371
Cypress Point Wealth Management
Texas
$232K +$232K +1,969 New
WAOI
3372
Wealth Advisors of Iowa
Iowa
$231K -$177K -1,509 -43%
AC
3373
AWM Capital
Arizona
$231K +$231K +1,961 New
OFG
3374
Orcam Financial Group
California
$230K – – –
SA
3375
Scarborough Advisors
Maryland
$229K +$5.06K +43 +2%
133 134
135
136 137