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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 %
SW
1676
SteelPeak Wealth
California
$2.1M +$813K +7,577 +63%
MPM
1677
Meritage Portfolio Management
Kansas
$2.09M -$34.1K -318 -2%
CT
1678
Coastline Trust
Rhode Island
$2.09M -$755K -7,043 -27%
SLFPAM
1679
St. Louis Financial Planners Asset Management
Missouri
$2.09M +$347K +3,239 +20%
HIGP
1680
Hill Investment Group Partners
Missouri
$2.09M -$180K -1,679 -8%
CRI
1681
Colonial River Investments
Virginia
$2.09M -$205K -1,907 -9%
LSPW
1682
Lake Street Private Wealth
Illinois
$2.09M +$138K +1,285 +7%
WDG
1683
Wealth Dimensions Group
Ohio
$2.09M -$22.8K -213 -1%
FIM
1684
Fernwood Investment Management
Massachusetts
$2.08M +$107 +1 +0%
EBA
1685
Eagle Bay Advisors
New York
$2.08M +$107 +1 +0%
VCM
1686
Virtue Capital Management
Tennessee
$2.08M -$855K -8,002 -29%
ACP
1687
Aveo Capital Partners
Colorado
$2.08M +$89.7K +836 +5%
SWM
1688
Silverlake Wealth Management
Vermont
$2.08M -$64.8K -604 -3%
EHWM
1689
Eads & Heald Wealth Management
Georgia
$2.07M +$21.3K +199 +1%
CA
1690
Crewe Advisors
Utah
$2.07M -$108K -1,007 -5%
RIA
1691
Regal Investment Advisors
Michigan
$2.07M +$2.15K +20 +0.1%
MSA
1692
Marino Stram & Associates
Massachusetts
$2.07M -$3.75K -35 -0.2%
CAMV
1693
Concord Asset Management (Virginia)
Virginia
$2.06M +$372K +3,470 +22%
CG
1694
Cutler Group
California
$2.06M -$2.18M -20,331 -51%
WIM
1695
Warwick Investment Management
Texas
$2.06M +$237K +2,211 +13%
FPWM
1696
FSB Premier Wealth Management
Iowa
$2.05M -$81.5K -760 -4%
MFG
1697
Menard Financial Group
Texas
$2.04M +$792K +7,384 +63%
WWM
1698
Wagner Wealth Management
South Carolina
$2.04M +$214 +2 +0%
NAG
1699
Northstar Advisory Group
New Jersey
$2.04M +$59K +550 +3%
CA
1700
Calton & Associates
Florida
$2.04M -$198K -1,843 -9%
66 67
68
69 70