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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 %
SWA
1126
Stratos Wealth Advisors
Ohio
$4.4M -$85.6K -798 -2%
BONH
1127
Bank of New Hampshire
New Hampshire
$4.4M -$66.3K -618 -1%
EWM
1128
Endurance Wealth Management
Rhode Island
$4.39M +$64.6K +602 +1%
CW
1129
CreativeOne Wealth
Kansas
$4.39M -$259K -2,411 -6%
PRS
1130
Pinkerton Retirement Specialists
Idaho
$4.39M +$48.6K +453 +1%
IAM
1131
Innovis Asset Management
Illinois
$4.37M -$2.36K -22 -0.1%
CIM
1132
Corda Investment Management
Texas
$4.33M +$385K +3,590 +10%
PP
1133
Pacifica Partners
Canada
$4.32M +$758K +7,088 +21%
MPIA
1134
Mountain Pacific Investment Advisers
Idaho
$4.31M – – –
PPP
1135
Private Portfolio Partners
New Jersey
$4.31M -$194K -1,807 -4%
BOSSRA
1136
B.O.S.S. Retirement Advisors
Utah
$4.3M -$1.67M -15,600 -28%
UFG
1137
United Fire Group
Iowa
$4.29M – – –
FSWA
1138
Financial Synergies Wealth Advisors
Texas
$4.28M -$25.3K -236 -0.6%
VT
1139
Vise Technologies
New York
$4.27M -$24.5K -228 -0.6%
SHFP
1140
Second Half Financial Partners
Florida
$4.27M +$3.62M +33,761 +555%
CA
1141
Claro Advisors
Massachusetts
$4.26M -$4.18K -39 -0.1%
JIC
1142
Joel Isaacson & Co
New York
$4.26M +$103K +957 +2%
ACP
1143
Aviance Capital Partners
Florida
$4.25M -$13.4K -125 -0.3%
BA
1144
Bristlecone Advisors
Washington
$4.23M +$39.1K +365 +0.9%
SLWA
1145
San Luis Wealth Advisors
California
$4.23M -$144K -1,346 -3%
FHB
1146
First Hawaiian Bank
Hawaii
$4.23M -$76.3K -711 -2%
HF
1147
Halpern Financial
Virginia
$4.22M – – –
BEC
1148
Blue Edge Capital
Virginia
$4.22M -$139K -1,295 -3%
CIP
1149
Convergence Investment Partners
Florida
$4.22M -$17.4K -162 -0.4%
BCM
1150
Beck Capital Management
Texas
$4.22M -$199K -1,859 -5%
44 45
46
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