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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 %
EFMC
1801
Empire Financial Management Company
New York
$1.77M – – –
LFA
1802
Level Financial Advisors
New York
$1.77M – – –
KWA
1803
Kingswood Wealth Advisors
California
$1.77M +$1.77M +16,465 New
GWAG
1804
Garrett Wealth Advisory Group
Texas
$1.76M -$103K -957 -5%
CRB
1805
Chad R. Baker
$1.76M – – –
SDWMA
1806
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.75M – – –
AIA
1807
Armor Investment Advisors
North Carolina
$1.75M -$902K -8,408 -34%
HCMG
1808
Howard Capital Management Group
California
$1.75M -$74.5K -695 -4%
CF
1809
Copperwynd Financial
Arizona
$1.75M -$31.4K -293 -2%
SAM
1810
Strategy Asset Managers
California
$1.74M +$224K +2,093 +15%
SN
1811
Sittner & Nelson
Oregon
$1.74M +$1.29K +12 +0.1%
LA
1812
LVW Advisors
New York
$1.74M -$7.62K -71 -0.4%
FNBOSM
1813
First National Bank of South Miami
Florida
$1.74M -$57.2K -533 -3%
JIR
1814
James Investment Research
Ohio
$1.74M +$1.72K +16 +0.1%
EGA
1815
E&G Advisors
Texas
$1.74M +$11K +103 +0.6%
SFG
1816
StrategIQ Financial Group
Indiana
$1.73M -$4.72K -44 -0.3%
TWP
1817
Tower Wealth Partners
Pennsylvania
$1.73M +$751 +7 +0%
PAMG
1818
Patton Albertson Miller Group
Tennessee
$1.73M -$71.1K -663 -4%
RWA
1819
River Wealth Advisors
Pennsylvania
$1.72M +$228K +2,130 +15%
PIM
1820
Provident Investment Management
Michigan
$1.72M -$240K -2,238 -12%
WOC
1821
West Oak Capital
California
$1.71M -$6.97K -65 -0.4%
MCM
1822
Maple Capital Management
Vermont
$1.71M -$117K -1,095 -6%
IP
1823
Ignite Planners
California
$1.71M -$48.9K -474 -3%
PGAM
1824
Princeton Global Asset Management
New Jersey
$1.71M – – –
FSA
1825
Fort Sheridan Advisors
Illinois
$1.71M +$2.79K +26 +0.2%
71 72
73
74 75