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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 %
LFA
1476
Legacy Financial Advisors
Kentucky
$2.66M +$81.7K +762 +3%
WC
1477
Westhampton Capital
North Carolina
$2.66M -$10.7K -100 -0.4%
GLLW
1478
Graves Light Lenhart Wealth
Virginia
$2.65M +$87.3K +814 +3%
DI
1479
DDFG Inc
California
$2.65M -$26.8K -250 -1%
MA
1480
Mezzasalma Advisors
New Jersey
$2.65M +$478K +4,453 +22%
SAM
1481
Summit Asset Management
Tennessee
$2.65M +$107 +1 +0%
DFA
1482
Delta Financial Advisors
Louisiana
$2.65M +$326K +3,040 +14%
IIA
1483
ICW Investment Advisors
Arizona
$2.64M +$57.8K +539 +2%
HBW
1484
Hazlett, Burt & Watson
West Virginia
$2.64M +$1.39K +13 +0.1%
MWM
1485
Mattern Wealth Management
Kansas
$2.63M +$45K +420 +2%
AAS
1486
Ameritas Advisory Services
Nebraska
$2.63M -$2.17M -21,013 -45%
LSAG
1487
Lake Street Advisors Group
New Hampshire
$2.63M +$444K +4,144 +20%
AL
1488
Aspiriant LLC
California
$2.63M -$217K -2,025 -8%
WGAM
1489
Wilkinson Global Asset Management
New York
$2.63M -$10.7K -100 -0.4%
NRG
1490
Nemes Rush Group
Michigan
$2.63M +$2.63M +24,494 New
W
1491
WorthPointe
California
$2.62M +$55K +513 +2%
EI
1492
Ethic Inc
New York
$2.62M +$94.9K +885 +4%
EAM
1493
Evanson Asset Management
California
$2.62M +$15.2K +142 +0.6%
BFO
1494
Biltmore Family Office
North Carolina
$2.62M -$9.01K -84 -0.3%
BFA
1495
Buttonwood Financial Advisors
Maryland
$2.61M +$20.5K +191 +0.8%
LWANC
1496
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.61M -$78.6K -733 -3%
SAG
1497
SageView Advisory Group
California
$2.61M +$294K +2,743 +13%
MIC
1498
Means Investment Company
Maine
$2.61M +$12.5K +117 +0.5%
BIM
1499
Baldwin Investment Management
Pennsylvania
$2.6M -$531K -4,949 -17%
PWPS
1500
Pinnacle Wealth Planning Services
Ohio
$2.6M -$342K -3,186 -12%
58 59
60
61 62