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Exxon Mobil
XOM

Overview Fund Activity

2,287 hedge funds and large institutions have $74.4B invested in Exxon Mobil in 2020 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 711 increasing their positions, 1,280 reducing their positions, and 244 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,287
Holders Change
-174
Holders Change %
-7.07%
% of All Funds
46.27%
Holding in Top 10
45
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-41.56%
% of All Funds
0.91%
New
95
Increased
711
Reduced
1,280
Closed
244
Calls
$1.5B
Puts
$2.59B
Net Calls
-$1.08B
Net Calls Change
-$627M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$507M
2
Citadel Advisors
Citadel Advisors
Florida
+$223M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$129M
4
Charles Schwab
Charles Schwab
California
+$129M
5
Renaissance Technologies
Renaissance Technologies
New York
+$109M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$301M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$199M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$187M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$185M
5
Morgan Stanley
Morgan Stanley
New York
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
1976
Arkadios Wealth Advisors
Georgia
$257K +$3.51K +103 +1%
TSA
1977
Tri-Star Advisors
Texas
$256K -$34K -995 -12%
FSWA
1978
Financial Synergies Wealth Advisors
Texas
$255K +$652 +19 +0.3%
IC
1979
IEQ Capital
California
$255K -$221K -6,413 -46%
SAM
1980
Security Asset Management
New York
$255K -$183K -5,329 -42%
SFA
1981
Stewardship Financial Advisors
Georgia
$255K -$45.4K -1,323 -15%
SIAP
1982
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$255K -$42.3K -1,232 -14%
ARG
1983
Advisory Resource Group
Oklahoma
$255K -$4.13K -120 -2%
RHP
1984
Royal Harbor Partners
Texas
$254K -$239K -6,942 -48%
HHGA
1985
Halbert Hargrove Global Advisors
California
$254K -$36.8K -1,074 -13%
MCWS
1986
McKinley Carter Wealth Services
West Virginia
$253K -$73.4K -2,143 -22%
HFP
1987
Holistic Financial Partners
Indiana
$253K -$5.46K -160 -2%
CCMW
1988
Cypress Capital Management (Wyoming)
Wyoming
$253K – – –
RCA
1989
Rowland Carmichael Advisors
Arizona
$252K -$4.85K -141 -2%
EWF
1990
Epstein & White Financial
California
$252K +$34 +1 +0%
FFG
1991
Ford Financial Group
California
$250K -$101K -2,958 -29%
ECM
1992
EagleClaw Capital Management
Massachusetts
$250K -$28.3K -825 -10%
FBFS
1993
First Business Financial Services
Wisconsin
$250K – – –
SA
1994
Shilanski & Associates
Alaska
$249K +$9.98K +291 +4%
SCM
1995
Stumpf Capital Management
Arizona
$249K +$34.3K +1,000 +16%
NIM
1996
NuWave Investment Management
New Jersey
$249K +$231K +6,728 +1,312%
ATFA
1997
All Terrain Financial Advisors
Minnesota
$248K +$6.87K +200 +3%
BEAM
1998
Baker Ellis Asset Management
Washington
$247K -$6.86K -200 -3%
BBA
1999
Braun-Bostich & Associates
Pennsylvania
$246K -$70.9K -2,065 -22%
MVA
2000
Mount Vernon Associates
Maryland
$246K – – –
78 79
80
81 82