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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 %
IFS
3501
Intelligent Financial Strategies
Minnesota
$70.5K – – –
CTB
3502
Country Trust Bank
Illinois
$70.2K +$25K +213 +55%
RA
3503
Rational Advisors
New York
$69.4K -$1.41K -12 -2%
CFG
3504
CKW Financial Group
Hawaii
$67K +$118 +1 +0.2%
FIM
3505
FWL Investment Management
Texas
$65.3K +$65.3K +555 New
ACA
3506
Atlas Capital Advisors
Wyoming
$64.7K -$21.8K -185 -25%
DWMG
3507
DB Wealth Management Group
California
$64.4K – – –
RDIA
3508
RE Dickinson Investment Advisors
Iowa
$63K – – –
BSWA
3509
Bromfield Sneider Wealth Advisors
Massachusetts
$59.7K -$28.2K -240 -32%
PAG
3510
Paladin Advisory Group
Iowa
$59.3K -$21.9K -186 -27%
CAM
3511
Costello Asset Management
Pennsylvania
$56.4K – – –
QL
3512
Quarry LP
New York
$53.4K +$53.4K +454 New
UIA
3513
Ulland Investment Advisors
Minnesota
$50K – – –
RTL
3514
Red Tortoise LLC
Georgia
$49.4K – – –
DFA
3515
DHJJ Financial Advisors
Illinois
$48.8K +$48.8K +415 New
BAM
3516
Bellevue Asset Management
Washington
$45.9K +$236 +2 +0.5%
AWA
3517
Artemis Wealth Advisors
New York
$44.9K +$6.71K +57 +18%
IAS
3518
IMA Advisory Services
Colorado
$43.4K – – –
MAWCM
3519
Mine & Arao Wealth Creation & Management
California
$43.4K – – –
MFG
3520
Mendota Financial Group
Wisconsin
$42.8K – – –
NL
3521
NVWM LLC
Pennsylvania
$41.2K – – –
AJ
3522
Ashburton (Jersey)
Jersey
$41K – – –
TCPG
3523
Trivant Custom Portfolio Group
California
$40.2K – – –
SCA
3524
Stuart Chaussee & Associates
California
$37.6K – – –
RCG
3525
Rock Creek Group
District of Columbia
$34.8K -$24.8K -211 -42%
139 140
141
142 143