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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 %
BFA
3376
BBJS Financial Advisors
Washington
$204K – – –
RC
3377
Reik & Co
New York
$204K – – –
AFC
3378
AFT Forsyth & Company
Florida
$204K -$156K -1,450 -43%
CWA
3379
Clearview Wealth Advisors
Oregon
$203K -$23.7K -221 -10%
KNW
3380
Kesler Norman & Wride
Utah
$203K – – –
SPWG
3381
Syntegra Private Wealth Group
Missouri
$203K +$203K +1,896 New
KA
3382
Kooman & Associates
Pennsylvania
$203K +$2.68K +25 +1%
GAM
3383
GEM Asset Management
Michigan
$203K -$2.04K -19 -1%
JCIA
3384
Jackson Creek Investment Advisors
Colorado
$203K – – –
CCIA
3385
Cherry Creek Investment Advisors
Colorado
$201K +$751 +7 +0.4%
LCM
3386
Lewis Capital Management
California
$201K – – –
DA
3387
Drake & Associates
Wisconsin
$200K -$5.15K -48 -3%
RF
3388
Robbins Farley
New Hampshire
$195K -$3.33K -31 -2%
CFS
3389
CGC Financial Services
Oregon
$188K +$188K +1,754 New
MFA
3390
McClarren Financial Advisors
Pennsylvania
$187K -$9.23K -86 -5%
SIM
3391
Studio Investment Management
Illinois
$186K +$56.6K +528 +44%
LIA
3392
Luken Investment Analytics
Tennessee
$176K +$12.5K +117 +8%
LD
3393
Lipe & Dalton
New York
$175K – – –
CWM
3394
Compass Wealth Management
Connecticut
$161K – – –
VF
3395
VitalStone Financial
Texas
$161K +$83.2K +760 +107%
MIM
3396
Macroview Investment Management
Maryland
$159K – – –
CCMI
3397
Creative Capital Management Investments
California
$158K -$317K -2,956 -67%
CWM
3398
Cedar Wealth Management
California
$154K – – –
DCBT
3399
Dakota Community Bank & Trust
North Dakota
$151K -$6.44K -60 -4%
BIA
3400
Bell Investment Advisors
California
$149K +$3.75K +35 +3%
134 135
136
137 138