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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 %
CCT
1851
Chemung Canal Trust
New York
$1.66M -$149K -1,390 -8%
WP
1852
WealthPLAN Partners
Nebraska
$1.65M -$64.4K -600 -4%
CC
1853
Cipher Capital
New York
$1.65M +$1.65M +15,377 New
GIP
1854
Granite Investment Partners
California
$1.64M +$322 +3 +0%
TPA
1855
Trivium Point Advisory
Connecticut
$1.64M +$91.2K +850 +6%
RAG
1856
RIA Advisory Group
Iowa
$1.64M -$106K -987 -6%
LC
1857
LCNB Corp
Ohio
$1.64M +$96.5K +900 +6%
AIP
1858
Almanack Investment Partners
Pennsylvania
$1.64M -$2.25K -21 -0.1%
BCM
1859
Bourgeon Capital Management
Connecticut
$1.64M – – –
BFPW
1860
BOK Financial Private Wealth
Colorado
$1.63M -$4.08K -38 -0.2%
RWA
1861
Roberts Wealth Advisors
California
$1.63M -$113K -1,050 -6%
ACM
1862
Armbruster Capital Management
New York
$1.62M – – –
LWM
1863
LJI Wealth Management
Indiana
$1.61M -$20.2K -188 -1%
COCM
1864
Charter Oak Capital Management
New Hampshire
$1.61M +$41.1K +383 +3%
UHC
1865
Union Heritage Capital
Michigan
$1.61M – – –
BPWM
1866
Badgley Phelps Wealth Managers
Washington
$1.61M +$32.8K +306 +2%
HPG
1867
Harvest Portfolios Group
Ontario, Canada
$1.61M -$60.1K -560 -4%
SRAM
1868
Spouting Rock Asset Management
Pennsylvania
$1.6M +$266K +2,476 +20%
MA
1869
MBA Advisors
Pennsylvania
$1.6M -$127K -1,182 -7%
CCG
1870
Ceeto Capital Group
Florida
$1.6M – – –
GIM
1871
Guardian Investment Management
California
$1.6M -$3.7M -34,521 -70%
BG
1872
Benedetti & Gucer
Georgia
$1.6M +$185K +1,725 +13%
PTCG
1873
Pring Turner Capital Group
California
$1.59M – – –
CGA
1874
Crescent Grove Advisors
Illinois
$1.58M -$147K -1,374 -9%
SFP
1875
Sweet Financial Partners
Minnesota
$1.58M +$535K +4,988 +51%
73 74
75
76 77