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Exxon Mobil

4,125 hedge funds and large institutions have $301B invested in Exxon Mobil in 2025 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 1,809 increasing their positions, 1,733 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,125
Holders Change
-78
Holders Change %
-1.86%
% of All Funds
55.28%
Holding in Top 10
168
Holding in Top 10 Change
-96
Holding in Top 10 Change %
-36.36%
% of All Funds
2.25%
New
159
Increased
1,809
Reduced
1,733
Closed
161
Calls
$5.37B
Puts
$4.34B
Net Calls
+$1.03B
Net Calls Change
-$864M
Name Holding Trade Value Shares
Change
Shares
Change %
IP
2001
Investment Partners
Ohio
$1.68M -$73.3K -680 -4%
QFW
2002
QTR Family Wealth
Florida
$1.68M +$292K +2,713 +21%
SHGA
2003
Sand Hill Global Advisors
California
$1.68M -$8.62K -80 -0.5%
HIM
2004
Hillsdale Investment Management
Ontario, Canada
$1.67M +$1.29M +11,940 +334%
CWM
2005
Chesapeake Wealth Management
Virginia
$1.67M -$16.6K -154 -1%
TIM
2006
Tevis Investment Management
Texas
$1.67M -$213K -1,972 -11%
AFAS
2007
Acorn Financial Advisory Services
Virginia
$1.66M -$132K -1,221 -7%
BFA
2008
Beacon Financial Advisory
Ohio
$1.66M +$458K +4,253 +38%
BAM
2009
BOS Asset Management
Illinois
$1.66M +$125K +1,164 +8%
WIA
2010
Westbourne Investment Advisors
Maryland
$1.66M
WCM
2011
WealthBridge Capital Management
Ohio
$1.66M -$86.2K -800 -5%
PTP
2012
Platform Technology Partners
New York
$1.66M +$15.3K +142 +0.9%
GIP
2013
Granite Investment Partners
California
$1.66M +$431 +4 +0%
RA
2014
Ransom Advisory
Rhode Island
$1.65M +$21.8K +202 +1%
HCMG
2015
Howard Capital Management Group
California
$1.65M +$323 +3 +0%
CWIG
2016
Chung Wu Investment Group
Texas
$1.65M
DCA
2017
DSG Capital Advisors
Minnesota
$1.65M -$6.58K -61 -0.4%
BFP
2018
Briaud Financial Planning
Texas
$1.64M +$18.4K +171 +1%
DI
2019
Diligent Investors
California
$1.64M +$265K +2,458 +19%
IJWM
2020
Inman Jager Wealth Management
Mississippi
$1.63M +$39.7K +368 +2%
DBRC
2021
D.B. Root & Company
Pennsylvania
$1.63M -$5.61K -52 -0.3%
CA
2022
Capital Advantage
California
$1.63M -$25.9K -240 -2%
CWM
2023
Connecticut Wealth Management
Connecticut
$1.63M -$31.4K -291 -2%
YP
2024
YANKCOM Partnership
South Dakota
$1.62M +$73.4K +681 +5%
FAT
2025
First American Trust
California
$1.62M +$18.1K +168 +1%