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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 %
BMO
926
Beck Mack & Oliver
New York
$5.92M -$46K -429 -0.8%
EIM
927
Essex Investment Management
Massachusetts
$5.91M -$429K -3,998 -7%
ISB
928
Iowa State Bank
Iowa
$5.9M -$463K -4,319 -7%
ADL
929
Asset Dedication LLC
California
$5.87M +$506K +4,707 +9%
TWA
930
TCI Wealth Advisors
Arizona
$5.86M -$98.9K -922 -2%
MYIA
931
Mount Yale Investment Advisors
Colorado
$5.84M +$2.57K +24 +0%
FFA
932
Fragasso Financial Advisors
Pennsylvania
$5.82M +$4.81M +44,828 +475%
WI
933
Wafra Inc
New York
$5.82M +$3.83M +35,746 +193%
WPW
934
Waldron Private Wealth
Pennsylvania
$5.82M -$209K -1,949 -3%
PI
935
Pettee Investors
Connecticut
$5.82M -$5.36K -50 -0.1%
BAM
936
Belpointe Asset Management
Nevada
$5.8M -$3.63M -33,808 -38%
TCOT
937
Trust Company of Toledo
Ohio
$5.78M +$287K +2,678 +5%
WSC
938
Wellington Shields & Co
New York
$5.77M +$118K +1,100 +2%
SSWM
939
Smith Salley Wealth Management
North Carolina
$5.76M +$1.34M +12,512 +30%
WIC
940
Woodmont Investment Counsel
Tennessee
$5.76M +$171K +1,596 +3%
GFS
941
GYL Financial Synergies
Connecticut
$5.74M +$1.13M +10,504 +24%
HFM
942
Hartford Financial Management
Connecticut
$5.74M -$59.2K -552 -1%
Capstone Investment Advisors
943
Capstone Investment Advisors
New York
$5.74M +$3.27M +30,514 +133%
TSW
944
Thompson Siegel & Walmsley
Virginia
$5.74M -$48.7K -454 -0.8%
HH
945
Hilltop Holdings
Texas
$5.72M -$2.53M -23,601 -31%
BCM
946
BTC Capital Management
Iowa
$5.71M +$302K +2,834 +6%
KFP
947
Keystone Financial Planning
Ohio
$5.71M +$345K +3,220 +6%
FAM
948
Fred Alger Management
New York
$5.71M -$965 -9 -0%
AT
949
Arvest Trust
Oklahoma
$5.71M -$155K -1,448 -3%
MCM
950
Monarch Capital Management
Indiana
$5.7M -$10.7K -100 -0.2%
36 37
38
39 40