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Exxon Mobil
XOM

Overview Fund Activity

3,774 hedge funds and large institutions have $290B invested in Exxon Mobil in 2024 Q1 according to their latest regulatory filings, with 227 funds opening new positions, 1,700 increasing their positions, 1,424 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,774
Holders Change
+43
Holders Change %
+1.15%
% of All Funds
54.71%
Holding in Top 10
272
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+15.25%
% of All Funds
3.94%
New
227
Increased
1,700
Reduced
1,424
Closed
136
Calls
$6.9B
Puts
$5.62B
Net Calls
+$1.28B
Net Calls Change
+$669M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$3.12B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$9.31B
3
Franklin Resources
Franklin Resources
California
$2.96B
4
Fisher Asset Management
Fisher Asset Management
Washington
$3.07B
5
Bank of America
Bank of America
North Carolina
$7.65B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$6.68B
2
State Street
State Street
Massachusetts
$24.5B
3
Vanguard Group
Vanguard Group
Pennsylvania
$44.6B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$16.6B
5
Renaissance Technologies
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWL
3576
Beacon Wealthcare LLC
North Carolina
$226K +$226K +1,943 New
Optiver Holding
3577
Optiver Holding
Netherlands
$225K +$225K +1,934 New
KA
3578
Kooman & Associates
Pennsylvania
$224K +$224K +1,930 New
RS
3579
Rakuten Securities
Japan
$224K -$5.58K -48 -2%
PWA
3580
Physician Wealth Advisors
Utah
$224K +$224K +1,888 New
OFG
3581
Omega Financial Group
California
$223K +$223K +1,922 New
RFP
3582
RCS Financial Planning
Maryland
$223K +$223K +1,919 New
SA
3583
Stewardship Advisors
Pennsylvania
$223K -$72.1K -620 -24%
CPCM
3584
Cardinal Point Capital Management
Ontario, Canada
$223K +$223K +1,916 New
FWM
3585
FMFE Wealth Management
New York
$222K +$222K +1,914 New
CCM
3586
Cambridge Capital Management
Illinois
$222K +$222K +1,908 New
AC
3587
Aldebaran Capital
Indiana
$222K +$222K +1,908 New
BFA
3588
BBJS Financial Advisors
Washington
$221K – – –
SM
3589
Samjo Management
New York
$221K +$221K +1,900 New
VAMG
3590
Voisard Asset Management Group
Michigan
$221K – – –
AA
3591
Acorns Advisers
California
$220K +$220K +1,893 New
BDF
3592
Black Diamond Financial
Maryland
$220K – – –
WFA
3593
Websterrogers Financial Advisors
South Carolina
$219K +$219K +1,887 New
BFS
3594
Burkett Financial Services
South Carolina
$219K +$581 +5 +0.3%
CNWM
3595
Clay Northam Wealth Management
California
$219K +$219K +1,884 New
VWA
3596
Valued Wealth Advisors
Utah
$218K +$77.1K +663 +55%
VDBMI
3597
Van Den Berg Management I
Texas
$218K +$218K +1,875 New
CSIA
3598
Conrad Siegel Investment Advisors
Pennsylvania
$218K +$218K +1,873 New
BAM
3599
Bosun Asset Management
Illinois
$218K +$218K +1,872 New
BFWA
3600
Benchmark Financial Wealth Advisors
Florida
$217K +$217K +1,869 New
142 143
144
145 146