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ExxonMobil

4,264 hedge funds and large institutions have $309B invested in ExxonMobil in 2024 Q4 according to their latest regulatory filings, with 542 funds opening new positions, 1,668 increasing their positions, 1,675 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

323% more first-time investments, than exits

New positions opened: 542 | Existing positions closed: 128

21% more call options, than puts

Call options by funds: $5.57B | Put options by funds: $4.62B

9% more funds holding

Funds holding: 3,9264,264 (+338)

0.45% more ownership

Funds ownership: 63.88%64.33% (+0.45%)

0% less repeat investments, than reductions

Existing positions increased: 1,668 | Existing positions reduced: 1,675

7% less capital invested

Capital invested by funds: $332B → $309B (-$23.3B)

14% less funds holding in top 10

Funds holding in top 10: 241208 (-33)

Holders
4,264
Holders Change
+338
Holders Change %
+8.61%
% of All Funds
56.16%
Holding in Top 10
208
Holding in Top 10 Change
-33
Holding in Top 10 Change %
-13.69%
% of All Funds
2.74%
New
542
Increased
1,668
Reduced
1,675
Closed
128
Calls
$5.57B
Puts
$4.62B
Net Calls
+$957M
Net Calls Change
+$99.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
1476
Trilogy Capital
California
$3.35M +$106K +907 +3%
GLLW
1477
Graves Light Lenhart Wealth
Virginia
$3.35M -$110K -939 -3%
KWMG
1478
King Wealth Management Group
Florida
$3.35M +$94.6K +809 +3%
FFN
1479
Focus Financial Network
Minnesota
$3.35M -$451K -3,855 -11%
DWM
1480
Diversify Wealth Management
Utah
$3.34M +$1.3M +11,125 +55%
BHWM
1481
Beaird Harris Wealth Management
Texas
$3.34M +$139K +1,187 +4%
AC
1482
Asio Capital
Kentucky
$3.34M -$21.8K -186 -0.6%
BFO
1483
Boston Family Office
Massachusetts
$3.34M -$28.8K -246 -0.8%
EFG
1484
Everhart Financial Group
Ohio
$3.34M -$152K -1,297 -4%
CCWA
1485
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.34M +$648K +5,542 +22%
MPPW
1486
Mitchell & Pahl Private Wealth
Oklahoma
$3.34M +$46.3K +396 +1%
OWM
1487
Orca Wealth Management
Florida
$3.33M +$3.62M +30,966 New
GIM
1488
Generali Investments Management
Slovenia
$3.33M +$3.62M +30,948 New
BIG
1489
Boothe Investment Group
Delaware
$3.32M +$356K +3,044 +11%
PEA
1490
Park Edge Advisors
Ohio
$3.32M -$103K -883 -3%
LSA
1491
Lion Street Advisors
Texas
$3.32M +$505K +4,320 +16%
KNW
1492
Kesler Norman & Wride
Utah
$3.31M +$500K +4,276 +16%
WBC
1493
West Branch Capital
Massachusetts
$3.3M +$307K +2,626 +9%
PFA
1494
Pure Financial Advisors
California
$3.3M -$275K -2,350 -7%
SFS
1495
Solitude Financial Services
Virginia
$3.29M +$297K +2,537 +9%
SW
1496
SteelPeak Wealth
California
$3.29M -$4.34M -37,094 -55%
SFC
1497
Strategic Financial Concepts
Texas
$3.28M +$1.7M +14,513 +91%
IAS
1498
IMA Advisory Services
Colorado
$3.28M -$312K -2,670 -8%
SAI
1499
Savvy Advisors Inc
New York
$3.27M +$210K +1,797 +6%
BP
1500
BWM Planning
Texas
$3.26M -$194K -1,658 -5%

XOM Hedge Fund Activity: Q4 2024 in Review

4,264 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q4 2024, worth a combined $309B — down 7% from $332B a quarter earlier.

Buyers outnumbered sellers: 542 funds opened new XOM positions and 128 closed out — a net gain of 414 holders — while 1,668 added to existing stakes and 1,675 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $648M. The largest seller was GQG Partners, cutting an estimated $1.37B.

  • 4,264 institutional investors held ExxonMobil (XOM) as of Q4 2024, up from 3,926 in Q3 2024.
  • Funds reported $309B of ExxonMobil stock for Q4 2024, down 7% quarter-over-quarter.
  • 542 funds opened new ExxonMobil positions in Q4 2024 and 128 closed out, a net change of +414 holders.
  • The largest ExxonMobil buyer in Q4 2024 was Bank of New York Mellon, an estimated $648M added.
  • The largest ExxonMobil seller in Q4 2024 was GQG Partners, an estimated $1.37B sold.

Based on aggregated 13F filings for Q4 2024.