We are live on ! Find out more
XOM icon

ExxonMobil

3,926 hedge funds and large institutions have $332B invested in ExxonMobil in 2024 Q3 according to their latest regulatory filings, with 161 funds opening new positions, 1,709 increasing their positions, 1,614 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 115

17% more call options, than puts

Call options by funds: $6.03B | Put options by funds: $5.17B

6% more repeat investments, than reductions

Existing positions increased: 1,709 | Existing positions reduced: 1,614

2% more capital invested

Capital invested by funds: $326B → $332B (+$6.47B)

0.77% more ownership

Funds ownership: 63.11%63.88% (+0.77%)

0% more funds holding

Funds holding: 3,9243,926 (+2)

15% less funds holding in top 10

Funds holding in top 10: 282241 (-41)

Holders
3,926
Holders Change
+2
Holders Change %
+0.05%
% of All Funds
56.37%
Holding in Top 10
241
Holding in Top 10 Change
-41
Holding in Top 10 Change %
-14.54%
% of All Funds
3.46%
New
161
Increased
1,709
Reduced
1,614
Closed
115
Calls
$6.03B
Puts
$5.17B
Net Calls
+$858M
Net Calls Change
-$631M
Name Holding Trade Value Shares
Change
Change in
Stake
BHWA
1001
Beacon Harbor Wealth Advisors
Virginia
$6.95M +$116K +1,005 +2%
FCMT
1002
Founders Capital Management (Texas)
Texas
$6.95M +$73K +632 +1%
PSCM
1003
Per Stirling Capital Management
Texas
$6.93M -$50K -433 -0.7%
BBA
1004
BLB&B Advisors
Pennsylvania
$6.92M +$7.04K +61 +0.1%
WW
1005
Windle Wealth
Oklahoma
$6.91M +$539K +4,672 +9%
CPWM
1006
Cypress Point Wealth Management
Texas
$6.89M -$23.2K -201 -0.3%
BAM
1007
Belpointe Asset Management
Nevada
$6.85M -$1.22M -10,547 -15%
CA
1008
Continuum Advisory
Idaho
$6.85M +$369K +3,193 +6%
ISB
1009
Iowa State Bank
Iowa
$6.84M -$241K -2,086 -3%
TWA
1010
TCI Wealth Advisors
Arizona
$6.84M -$115 -1 -0%
DAM
1011
Doheny Asset Management
California
$6.82M +$6.93K +60 +0.1%
CF
1012
Concorde Financial
Texas
$6.79M -$3.79M -32,834 -36%
HWM
1013
Heirloom Wealth Management
Colorado
$6.76M +$99.5K +862 +2%
CT
1014
Chicago Trust
Illinois
$6.76M +$107K +927 +2%
ACM
1015
Alpha Capital Management
Texas
$6.71M -$34.4K -298 -0.5%
NHT
1016
New Hampshire Trust
New Hampshire
$6.69M -$87.9K -761 -1%
AAS
1017
Ameritas Advisory Services
Nebraska
$6.69M -$1.6M -13,851 -20%
FMWA
1018
Forvis Mazars Wealth Advisors
Missouri
$6.68M +$1.92M +16,601 +41%
PIM
1019
Penobscot Investment Management
Massachusetts
$6.68M +$167K +1,450 +3%
CIC
1020
Crawford Investment Counsel
Georgia
$6.68M -$295K -2,551 -4%
FRA
1021
Frank Rimerman Advisors
California
$6.67M -$122K -1,055 -2%
IA
1022
IFG Advisory
Georgia
$6.66M -$615K -5,327 -9%
FMTC
1023
Farmers & Merchants Trust Company
California
$6.66M +$6.58K +57 +0.1%
AWM
1024
Allen Wealth Management
North Carolina
$6.65M -$279K -2,417 -4%
BP
1025
Ballentine Partners
Massachusetts
$6.64M +$483K +4,187 +8%

XOM Hedge Fund Activity: Q3 2024 in Review

3,926 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q3 2024, worth a combined $332B — up 2% from $326B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new XOM positions and 115 closed out — a net gain of 46 holders — while 1,709 added to existing stakes and 1,614 trimmed.

The largest buyer was GQG Partners, adding an estimated $1.33B. The largest seller was State Street, cutting an estimated $588M.

  • 3,926 institutional investors held ExxonMobil (XOM) as of Q3 2024, up from 3,924 in Q2 2024.
  • Funds reported $332B of ExxonMobil stock for Q3 2024, up 2% quarter-over-quarter.
  • 161 funds opened new ExxonMobil positions in Q3 2024 and 115 closed out, a net change of +46 holders.
  • The largest ExxonMobil buyer in Q3 2024 was GQG Partners, an estimated $1.33B added.
  • The largest ExxonMobil seller in Q3 2024 was State Street, an estimated $588M sold.

Based on aggregated 13F filings for Q3 2024.