We are live on ! Find out more
XOM icon

ExxonMobil

3,801 hedge funds and large institutions have $290B invested in ExxonMobil in 2024 Q1 according to their latest regulatory filings, with 231 funds opening new positions, 1,711 increasing their positions, 1,433 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 231 | Existing positions closed: 138

23% more call options, than puts

Call options by funds: $6.9B | Put options by funds: $5.62B

19% more repeat investments, than reductions

Existing positions increased: 1,711 | Existing positions reduced: 1,433

15% more capital invested

Capital invested by funds: $251B → $290B (+$38.8B)

15% more funds holding in top 10

Funds holding in top 10: 237273 (+36)

1% more funds holding

Funds holding: 3,7563,801 (+45)

0.48% more ownership

Funds ownership: 62.64%63.12% (+0.48%)

Holders
3,801
Holders Change
+45
Holders Change %
+1.2%
% of All Funds
54.75%
Holding in Top 10
273
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+15.19%
% of All Funds
3.93%
New
231
Increased
1,711
Reduced
1,433
Closed
138
Calls
$6.9B
Puts
$5.62B
Net Calls
+$1.28B
Net Calls Change
+$669M
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
3526
Livelsberger Financial Advisory
Ohio
$254K +$69.8K +667 +45%
OWA
3527
One Wealth Advisors
California
$254K +$229K +2,185 New
GG
3528
GenWealth Group
New Jersey
$253K +$15.5K +148 +7%
EA
3529
Echo45 Advisors
California
$253K -$11.5K -110 -5%
FCFC
3530
First Citizens Financial Corp
Iowa
$252K +$1.05K +10 +0.5%
SCM
3531
Saxony Capital Management
Missouri
$252K -$5.65K -54 -2%
IF
3532
IRON Financial
Illinois
$251K -$1.99K -19 -0.9%
CM
3533
Capital Management
Virginia
$251K +$14.1K +135 +7%
SPA
3534
Shore Point Advisors
New Jersey
$251K
PWA
3535
Provenance Wealth Advisors
Florida
$251K +$136K +1,302 +152%
CFS
3536
CGC Financial Services
Oregon
$251K +$11K +105 +5%
AFWM
3537
Abich Financial Wealth Management
Virginia
$251K +$64.1K +613 +40%
WW
3538
Westshore Wealth
California
$250K +$2.41K +23 +1%
EA
3539
Ergawealth Advisors
Illinois
$250K +$225K +2,148 New
IPWA
3540
International Private Wealth Advisors
California
$250K -$140K -1,336 -38%
PWM
3541
Proathlete Wealth Management
Florida
$249K -$9.94K -95 -4%
BCM
3542
BlueCrest Capital Management
Jersey
$249K -$6.73M -64,303 -97%
CSIA
3543
Charles Schwab Investment Advisory
California
$249K -$84.4K -807 -27%
SWRP
3544
Summit Wealth & Retirement Planning
California
$249K +$224K +2,141 New
MWA
3545
Monograph Wealth Advisors
California
$248K -$35.3K -337 -14%
PFG
3546
Prosperity Financial Group
California
$247K +$2.3K +22 +1%
RWA
3547
Rooted Wealth Advisors
Illinois
$247K +$8.68K +83 +4%
PCM
3548
Princeton Capital Management
New Jersey
$247K +$222K +2,122 New
WAOI
3549
Wealth Advisors of Iowa
Iowa
$245K +$221K +2,111 New
ACM
3550
Andina Capital Management
Utah
$244K +$220K +2,102 New

XOM Hedge Fund Activity: Q1 2024 in Review

3,801 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q1 2024, worth a combined $290B — up 15% from $251B a quarter earlier.

Buyers outnumbered sellers: 231 funds opened new XOM positions and 138 closed out — a net gain of 93 holders — while 1,711 added to existing stakes and 1,433 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $2.23B. The largest seller was Morgan Stanley, cutting an estimated $5.71B.

  • 3,801 institutional investors held ExxonMobil (XOM) as of Q1 2024, up from 3,756 in Q4 2023.
  • Funds reported $290B of ExxonMobil stock for Q1 2024, up 15% quarter-over-quarter.
  • 231 funds opened new ExxonMobil positions in Q1 2024 and 138 closed out, a net change of +93 holders.
  • The largest ExxonMobil buyer in Q1 2024 was Wellington Management Group, an estimated $2.23B added.
  • The largest ExxonMobil seller in Q1 2024 was Morgan Stanley, an estimated $5.71B sold.

Based on aggregated 13F filings for Q1 2024.