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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 %
LCM
3401
Lewis Capital Management
California
$220K – – –
CNWM
3402
Clay Northam Wealth Management
California
$219K +$219K +1,864 New
MWM
3403
Marietta Wealth Management
Georgia
$218K +$218K +1,858 New
RFP
3404
Root Financial Partners
California
$218K +$218K +1,855 New
FIS
3405
Fischer Investment Strategies
California
$218K +$218K +1,853 New
AMG
3406
Asset Management Group
Connecticut
$218K +$218K +1,850 New
PFG
3407
Prosperity Financial Group
California
$218K -$19K -162 -8%
SG
3408
Strid Group
Pennsylvania
$217K +$217K +1,843 New
RIP
3409
RAM Investment Partners
Washington
$216K -$17.5K -149 -7%
EP
3410
Essential Planning
New Hampshire
$216K -$156K -1,330 -42%
IPW
3411
Intergy Private Wealth
Colorado
$216K +$216K +1,836 New
SWA
3412
Safir Wealth Advisors
New Hampshire
$215K +$215K +1,832 New
WMR
3413
Wealth Management Resources
Rhode Island
$215K +$215K +1,824 New
RF
3414
Robbins Farley
New Hampshire
$214K – – –
GJCM
3415
Grand Jean Capital Management
California
$214K – – –
DA
3416
Drake & Associates
Wisconsin
$214K -$6.11K -52 -3%
CSA
3417
Cottage Street Advisors
Massachusetts
$212K +$212K +1,804 New
PPWM
3418
PFG Private Wealth Management
Florida
$212K -$52.3K -445 -20%
RWM
3419
Reston Wealth Management
Virginia
$212K -$14.8K -126 -7%
LFG
3420
Leverty Financial Group
Wisconsin
$212K +$212K +1,801 New
OC
3421
Oppenheimer & Close
New York
$212K +$212K +1,800 New
MPM
3422
MBB Public Markets
Illinois
$211K +$211K +1,795 New
EWM
3423
Edge Wealth Management
New York
$210K +$210K +1,789 New
GWM
3424
Greenhouse Wealth Management
Connecticut
$210K +$210K +1,788 New
FAFN
3425
First Affirmative Financial Network
Colorado
$209K -$40.8K -347 -16%
135 136
137
138 139