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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 %
GAG
3426
Goodman Advisory Group
Massachusetts
$103K – – –
GA
3427
GoalVest Advisory
New York
$102K +$35.4K +330 +53%
GWSA
3428
Global Wealth Strategies & Associates
Colorado
$100K – – –
AA
3429
AlphaMark Advisors
Kentucky
$100K – – –
APC
3430
Aspire Private Capital
North Carolina
$99.8K -$14.4K -134 -13%
HFM
3431
Harvest Fund Management
China
$98K -$201K -1,863 -67%
OA
3432
Operose Advisors
Wisconsin
$96.6K – – –
VWM
3433
Valley Wealth Managers
New Jersey
$96.5K – – –
CIR
3434
Clear Investment Research
Georgia
$93.5K -$38.9K -363 -29%
ACM
3435
Antonetti Capital Management
Florida
$85K – – –
TWD
3436
True Wealth Design
Ohio
$82.2K -$199K -1,851 -71%
HCM
3437
Horrell Capital Management
Arkansas
$81K – – –
BSWA
3438
Bromfield Sneider Wealth Advisors
Massachusetts
$80.2K – – –
APF
3439
Alaska Permanent Fund
Alaska
$80K +$80K +746 New
WFA
3440
West Financial Advisors
Iowa
$79.5K +$22.8K +213 +40%
ACA
3441
Atlas Capital Advisors
Wyoming
$78.8K +$41.3K +385 +110%
PCA
3442
Providence Capital Advisors
North Carolina
$78.3K – – –
MBFW
3443
Morton Brown Family Wealth
Pennsylvania
$77.1K -$536 -5 -0.7%
CH
3444
Canton Hathaway
Rhode Island
$77K – – –
TCM
3445
Tradewinds Capital Management
Washington
$75.6K +$429 +4 +0.6%
TAIM
3446
TD Ameritrade Investment Management
Nebraska
$75K -$32K -298 -30%
MFC
3447
Mechanics Financial Corp
Ohio
$74.3K -$118K -1,100 -61%
PAG
3448
Paladin Advisory Group
Iowa
$74K – – –
GIS
3449
Grayhawk Investment Strategies
Alberta, Canada
$67.7K – – –
RA
3450
Rational Advisors
New York
$64.6K -$1.22M -11,343 -95%
136 137
138
139 140