We are live on ! Find out more
XOM icon

ExxonMobil

3,801 hedge funds and large institutions have $290B invested in ExxonMobil in 2024 Q1 according to their latest regulatory filings, with 231 funds opening new positions, 1,711 increasing their positions, 1,433 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 231 | Existing positions closed: 138

23% more call options, than puts

Call options by funds: $6.9B | Put options by funds: $5.62B

19% more repeat investments, than reductions

Existing positions increased: 1,711 | Existing positions reduced: 1,433

15% more capital invested

Capital invested by funds: $251B → $290B (+$38.8B)

15% more funds holding in top 10

Funds holding in top 10: 237273 (+36)

1% more funds holding

Funds holding: 3,7563,801 (+45)

0.48% more ownership

Funds ownership: 62.64%63.12% (+0.48%)

Holders
3,801
Holders Change
+45
Holders Change %
+1.2%
% of All Funds
54.75%
Holding in Top 10
273
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+15.19%
% of All Funds
3.93%
New
231
Increased
1,711
Reduced
1,433
Closed
138
Calls
$6.9B
Puts
$5.62B
Net Calls
+$1.28B
Net Calls Change
+$669M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1526
Mattern Wealth Management
Kansas
$2.95M +$314 +3 +0%
SC
1527
Sierra Capital
Florida
$2.94M
BCM
1528
Boltwood Capital Management
California
$2.94M -$11.6K -111 -0.4%
EFG
1529
Everhart Financial Group
Ohio
$2.94M +$475K +4,541 +22%
Aristotle Capital Management
1530
Aristotle Capital Management
California
$2.93M
OLA
1531
Oliver Luxxe Assets
New Jersey
$2.93M -$3.03K -29 -0.1%
WMA
1532
Wealth Management Associates
New Jersey
$2.92M +$118K +1,125 +5%
LSA
1533
Lion Street Advisors
Texas
$2.92M
IIA
1534
ICW Investment Advisors
Arizona
$2.91M +$36K +344 +1%
LWA
1535
Lineweaver Wealth Advisors
Ohio
$2.91M +$238K +2,274 +10%
CHAM
1536
Clear Harbor Asset Management
Connecticut
$2.91M -$20.9K -200 -0.8%
LSAG
1537
Lake Street Advisors Group
New Hampshire
$2.9M +$102K +971 +4%
EI
1538
Ethic Inc
New York
$2.9M +$217K +2,073 +9%
GS
1539
GTS Securities
New York
$2.89M -$23M -219,416 -90%
FFS
1540
Founders Financial Securities
Maryland
$2.89M -$50.8K -486 -2%
FWM
1541
Forza Wealth Management
Florida
$2.88M -$72.4K -692 -3%
FI
1542
Finivi Inc
Massachusetts
$2.88M +$93.7K +896 +4%
ATC
1543
Adirondack Trust Company
New York
$2.88M +$4.29K +41 +0.2%
PA
1544
PFG Advisors
Arizona
$2.88M +$90.6K +866 +4%
FWM
1545
Focused Wealth Management
New York
$2.88M +$49.4K +472 +2%
SIA
1546
Schechter Investment Advisors
Michigan
$2.86M +$405K +3,874 +19%
DFA
1547
Delta Financial Advisors
Louisiana
$2.86M +$273K +2,606 +12%
HI
1548
Hudock Inc
Pennsylvania
$2.85M +$40.1K +383 +2%
EA
1549
Ellsworth Advisors
Ohio
$2.85M +$30.6K +292 +1%
SAM
1550
Summit Asset Management
Tennessee
$2.85M +$732 +7 +0%

XOM Hedge Fund Activity: Q1 2024 in Review

3,801 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q1 2024, worth a combined $290B — up 15% from $251B a quarter earlier.

Buyers outnumbered sellers: 231 funds opened new XOM positions and 138 closed out — a net gain of 93 holders — while 1,711 added to existing stakes and 1,433 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $2.23B. The largest seller was Morgan Stanley, cutting an estimated $5.71B.

  • 3,801 institutional investors held ExxonMobil (XOM) as of Q1 2024, up from 3,756 in Q4 2023.
  • Funds reported $290B of ExxonMobil stock for Q1 2024, up 15% quarter-over-quarter.
  • 231 funds opened new ExxonMobil positions in Q1 2024 and 138 closed out, a net change of +93 holders.
  • The largest ExxonMobil buyer in Q1 2024 was Wellington Management Group, an estimated $2.23B added.
  • The largest ExxonMobil seller in Q1 2024 was Morgan Stanley, an estimated $5.71B sold.

Based on aggregated 13F filings for Q1 2024.