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
LWMG
3601
Levy Wealth Management Group
Pennsylvania
$227K
CWAG
3602
Compton Wealth Advisory Group
Virginia
$226K +$204K +1,945 New
BWL
3603
Beacon Wealthcare LLC
North Carolina
$226K +$203K +1,943 New
Optiver Holding
3604
Optiver Holding
Netherlands
$225K +$202K +1,934 New
KA
3605
Kooman & Associates
Pennsylvania
$224K +$202K +1,930 New
RS
3606
Rakuten Securities
Japan
$224K -$5.02K -48 -2%
PWA
3607
Physician Wealth Advisors
Utah
$224K +$198K +1,888 New
OFG
3608
Omega Financial Group
California
$223K +$201K +1,922 New
RFP
3609
RCS Financial Planning
Maryland
$223K +$201K +1,919 New
SA
3610
Stewardship Advisors
Pennsylvania
$223K -$64.9K -620 -24%
CPCM
3611
Cardinal Point Capital Management
Ontario, Canada
$223K +$200K +1,916 New
FWM
3612
FMFE Wealth Management
New York
$222K +$200K +1,914 New
AC
3613
Aldebaran Capital
Indiana
$222K +$200K +1,908 New
CCM
3614
Cambridge Capital Management
Illinois
$222K +$200K +1,908 New
BFA
3615
BBJS Financial Advisors
Washington
$221K
SM
3616
Samjo Management
New York
$221K +$199K +1,900 New
VAMG
3617
Voisard Asset Management Group
Michigan
$221K
AA
3618
Acorns Advisers
California
$220K +$198K +1,893 New
BDF
3619
Black Diamond Financial
Maryland
$220K
WFA
3620
Websterrogers Financial Advisors
South Carolina
$219K +$197K +1,887 New
BFS
3621
Burkett Financial Services
South Carolina
$219K +$523 +5 +0.3%
CNWM
3622
Clay Northam Wealth Management
California
$219K +$197K +1,884 New
VWA
3623
Valued Wealth Advisors
Utah
$218K +$69.4K +663 +55%
VDBMI
3624
Van Den Berg Management I
Texas
$218K +$196K +1,875 New
CSIA
3625
Conrad Siegel Investment Advisors
Pennsylvania
$218K +$196K +1,873 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.