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Exxon Mobil
XOM

Overview Fund Activity

3,508 hedge funds and large institutions have $257B invested in Exxon Mobil in 2023 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 1,421 increasing their positions, 1,492 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,508
Holders Change
+11
Holders Change %
+0.31%
% of All Funds
55.32%
Holding in Top 10
303
Holding in Top 10 Change
-88
Holding in Top 10 Change %
-22.51%
% of All Funds
4.78%
New
147
Increased
1,421
Reduced
1,492
Closed
102
Calls
$5.65B
Puts
$4.81B
Net Calls
+$838M
Net Calls Change
-$348M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$570M
2
Capital International Investors
Capital International Investors
California
+$445M
3
Capital World Investors
Capital World Investors
California
+$385M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$384M
5
Bank of America
Bank of America
North Carolina
+$305M

Top Sellers

1
State Street
State Street
Massachusetts
-$1.32B
2
GQG Partners
GQG Partners
Florida
-$965M
3
BlackRock
BlackRock
New York
-$641M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$594M
5
First Trust Advisors
First Trust Advisors
Illinois
-$504M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
876
Jeppson Wealth Management
California
$6.4M -$794K -7,402 -11%
CIC
877
Cornercap Investment Counsel
Georgia
$6.4M -$401K -3,740 -6%
BCM
878
Buckhead Capital Management
Georgia
$6.4M -$4.4K -41 -0.1%
TYCC
879
Texas Yale Capital Corp
Florida
$6.39M -$163K -1,522 -2%
GIA
880
Gladstone Institutional Advisory
Florida
$6.38M -$4.49M -41,871 -41%
APP
881
Avantax Planning Partners
Iowa
$6.37M +$22.4K +209 +0.4%
Simplex Trading
882
Simplex Trading
Illinois
$6.36M +$6.36M +59,295 New
DAS
883
Dynamic Advisor Solutions
Arizona
$6.36M +$646K +6,024 +11%
MWM
884
Madison Wealth Management
Ohio
$6.33M -$35.7K -333 -0.6%
PAM
885
Palisade Asset Management
Minnesota
$6.32M -$99.1K -924 -2%
HZ
886
Hixon Zuercher
Ohio
$6.31M +$667K +6,222 +12%
WTFG
887
Wells Trecaso Financial Group
Ohio
$6.3M +$68.5K +639 +1%
ST
888
Sabal Trust
Florida
$6.3M +$1.43M +13,315 +29%
WI
889
Wahed Invest
New York
$6.29M +$622K +5,796 +11%
CF
890
Concorde Financial
Texas
$6.28M -$13K -121 -0.2%
RCA
891
Resonant Capital Advisors
Wisconsin
$6.28M +$133K +1,242 +2%
GRP
892
Global Retirement Partners
California
$6.27M +$198K +1,847 +3%
HL
893
HeadInvest LLC
Maine
$6.26M -$351K -3,140 -5%
CWM
894
Congress Wealth Management
Massachusetts
$6.25M +$1.03M +9,576 +20%
AWM
895
Accurate Wealth Management
Florida
$6.24M -$236K -2,333 -4%
EEP
896
Edgehill Endowment Partners
Connecticut
$6.23M -$1.29M -12,000 -17%
PTC
897
Philadelphia Trust Company
Pennsylvania
$6.22M -$223K -2,077 -3%
PCIG
898
Partners Capital Investment Group
Massachusetts
$6.2M +$408K +3,803 +7%
CT
899
Chicago Trust
Illinois
$6.2M -$51.6K -481 -0.8%
SIM
900
Sprucegrove Investment Management
Ontario, Canada
$6.19M -$2.55M -23,800 -29%
34 35
36
37 38