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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 %
SFG
3426
Steward Financial Group
Texas
$209K -$20.4K -174 -9%
CWA
3427
Clearview Wealth Advisors
Oregon
$208K -$15.2K -129 -7%
VSQM
3428
V-Square Quantitative Management
Illinois
$208K +$208K +1,768 New
CFS
3429
CGC Financial Services
Oregon
$208K +$1.41K +12 +0.7%
PCMF
3430
Private Capital Management (Florida)
Florida
$207K +$207K +1,764 New
SIAG
3431
Signet Investment Advisory Group
Rhode Island
$207K +$207K +1,763 New
RWG
3432
Ratio Wealth Group
Colorado
$207K -$20.6K -175 -9%
BZWA
3433
Blue Zone Wealth Advisors
California
$206K +$206K +1,750 New
SRC
3434
Stone Run Capital
New York
$205K +$205K +1,742 New
FDS
3435
Freedom Day Solutions
Texas
$205K +$205K +1,741 New
GWCM
3436
Godshalk Welsh Capital Management
Pennsylvania
$204K +$204K +1,735 New
PIWA
3437
Prevail Innovative Wealth Advisors
Kansas
$203K -$24K -204 -11%
JMF
3438
Johnson Midwest Financial
Iowa
$201K -$118K -1,000 -37%
TDC
3439
Thompson Davis & Co
Virginia
$201K -$40.4K -344 -17%
GKIM
3440
GW&K Investment Management
Massachusetts
$194K +$42.3K +359 +28%
LD
3441
Lipe & Dalton
New York
$192K – – –
RL
3442
Rogco LP
Oklahoma
$189K +$189K +1,605 New
MFA
3443
McClarren Financial Advisors
Pennsylvania
$184K -$20.7K -176 -10%
CWM
3444
Cedar Wealth Management
California
$180K +$11.8K +100 +7%
LIA
3445
Luken Investment Analytics
Tennessee
$180K -$13.8K -117 -7%
HWP
3446
Hibernia Wealth Partners
Louisiana
$174K +$174K +1,478 New
CCMI
3447
Creative Capital Management Investments
California
$173K – – –
VAG
3448
VisionPoint Advisory Group
Texas
$170K +$56.3K +479 +50%
HFM
3449
Harvest Fund Management
China
$168K +$60.8K +516 +57%
DCBT
3450
Dakota Community Bank & Trust
North Dakota
$163K -$2.82K -24 -2%
136 137
138
139 140