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Exxon Mobil
XOM

Overview Fund Activity

4,214 hedge funds and large institutions have $308B invested in Exxon Mobil in 2024 Q4 according to their latest regulatory filings, with 522 funds opening new positions, 1,652 increasing their positions, 1,665 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,214
Holders Change
+318
Holders Change %
+8.16%
% of All Funds
56.09%
Holding in Top 10
208
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-13.33%
% of All Funds
2.77%
New
522
Increased
1,652
Reduced
1,665
Closed
128
Calls
$5.57B
Puts
$4.62B
Net Calls
+$957M
Net Calls Change
+$99.4M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$596M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$550M
3
Franklin Resources
Franklin Resources
California
+$445M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$353M
5
Northern Trust
Northern Trust
Illinois
+$323M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$1.26B
2
Capital World Investors
Capital World Investors
California
-$1.04B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$619M
4
Barclays
Barclays
United Kingdom
-$590M
5
IAIM
International Assets Investment Management
Florida
-$500M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
3476
Private Wealth Management Group
New Jersey
$400K -$34.9K -324 -8%
LAM
3477
Lewis Asset Management
California
$400K +$12K +112 +3%
ABLA
3478
Alan B. Lancz & Associates
Ohio
$399K -$26.9K -250 -6%
AAIM
3479
Asset Advisors Investment Management
Georgia
$398K -$10.8K -100 -3%
FWP
3480
Falcon Wealth Planning
California
$398K +$77.1K +717 +24%
NO
3481
Ninety One
South Africa
$397K -$423K -3,930 -52%
OFP
3482
OLIO Financial Planning
Virginia
$396K +$396K +3,681 New
BIA
3483
Bell Investment Advisors
California
$395K -$11.4K -106 -3%
SCG
3484
Sonata Capital Group
Washington
$394K – – –
WCM
3485
Warburton Capital Management
Oklahoma
$394K +$394K +3,672 New
GCM
3486
Goldstream Capital Management
Hong Kong
$394K -$458K -4,260 -54%
CWM
3487
Cherrydale Wealth Management
New Jersey
$394K -$59.2K -550 -13%
GA
3488
Goldstein Advisors
Wisconsin
$394K +$48K +446 +14%
OPOWM
3489
One Plus One Wealth Management
Florida
$393K -$62.6K -582 -14%
BBPWM
3490
Blue Bell Private Wealth Management
Pennsylvania
$393K +$2.9K +27 +0.7%
LHC
3491
Little House Capital
Massachusetts
$393K -$77.2K -718 -16%
EWA
3492
Encompass Wealth Advisors
Oregon
$393K -$242K -2,247 -38%
BWA
3493
BlueChip Wealth Advisors
Georgia
$393K -$151K -1,403 -28%
KCM
3494
Kendall Capital Management
Maryland
$393K +$76K +706 +24%
MWA
3495
Motive Wealth Advisors
Michigan
$393K +$20.7K +192 +6%
AFWM
3496
AMJ Financial Wealth Management
Virginia
$392K -$25.1K -233 -6%
CCM
3497
Colorado Capital Management
Colorado
$392K -$2.04K -19 -0.5%
COA
3498
Crown Oak Advisors
California
$392K +$3.44K +32 +0.9%
WAS
3499
Wealth Advisory Solutions
Indiana
$390K -$21.8K -203 -5%
LIM
3500
Lagoda Investment Management
New York
$390K – – –
138 139
140
141 142