XOM icon

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 %
QPWM
1101
Quadrant Private Wealth Management
Pennsylvania
$4.58M -$112K -1,044 -2%
AWA
1102
Arkadios Wealth Advisors
Georgia
$4.58M +$72.1K +672 +2%
SB
1103
Strategic Blueprint
Georgia
$4.58M +$125K +1,168 +3%
NLP
1104
Next Level Private
New York
$4.57M +$54.9K +524 +1%
SF
1105
Slagle Financial
Illinois
$4.57M +$4.57M +42,577 New
SFG
1106
SevenBridge Financial Group
Pennsylvania
$4.56M +$99.6K +929 +2%
ECA
1107
Elevated Capital Advisors
Utah
$4.55M +$40.8K +380 +0.9%
JPMIA
1108
J.P. Marvel Investment Advisors
Massachusetts
$4.54M -$8.04K -75 -0.2%
PSC
1109
Portman Square Capital
United Kingdom
$4.53M -$4.34M -40,473 -49%
XF
1110
XML Financial
Maryland
$4.5M -$165K -1,536 -4%
TFM
1111
TFC Financial Management
Massachusetts
$4.5M +$536K +4,993 +14%
CAAS
1112
Capital Asset Advisory Services
Michigan
$4.49M +$360K +3,565 +9%
JMFC
1113
J.M. Forbes & Co
Massachusetts
$4.49M +$75.9K +708 +2%
RWP
1114
RWA Wealth Partners
Massachusetts
$4.49M +$2.22M +20,706 +98%
CCG
1115
Cloverfields Capital Group
Minnesota
$4.48M +$236K +2,201 +6%
EG
1116
Ellerson Group
Maryland
$4.48M -$108K -1,010 -2%
NME
1117
Notis-McConarty Edward
$4.48M -$38.6K -360 -0.9%
PI
1118
PFS Investments
Georgia
$4.47M +$300K +2,800 +7%
SFWA
1119
Summit Financial Wealth Advisors
Louisiana
$4.44M +$204K +1,902 +5%
ISWM
1120
Independent Solutions Wealth Management
New York
$4.44M +$13.1K +122 +0.3%
JWCA
1121
J.W. Coons Advisors
Ohio
$4.44M -$32.2K -300 -0.7%
FBT
1122
First Bankers Trust
Kentucky
$4.43M -$41.9K -391 -0.9%
KTM
1123
Keeler Thomas Management
Utah
$4.43M +$1M +9,329 +29%
EFG
1124
Ethos Financial Group
Pennsylvania
$4.42M – – –
CCA
1125
Checchi Capital Advisers
California
$4.41M +$70.5K +657 +2%
43 44
45
46 47