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Exxon Mobil
XOM

Overview Fund Activity

2,553 hedge funds and large institutions have $190B invested in Exxon Mobil in 2019 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 1,052 increasing their positions, 1,140 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,553
Holders Change
-12
Holders Change %
-0.47%
% of All Funds
55.34%
Holding in Top 10
331
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+14.93%
% of All Funds
7.18%
New
117
Increased
1,052
Reduced
1,140
Closed
97
Calls
$2.1B
Puts
$1.89B
Net Calls
+$209M
Net Calls Change
+$47.4M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.24B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$566M
3
Bank of America
Bank of America
North Carolina
+$564M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$377M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$376M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$535M
2
Asset Management One
Asset Management One
Japan
-$393M
3
BlackRock
BlackRock
New York
-$350M
4
Goldman Sachs
Goldman Sachs
New York
-$262M
5
AAMU
Amundi Asset Management US
Massachusetts
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
2001
Paragon Wealth Strategies
Florida
$678K +$242 +3 +0%
GAM
2002
Garrison Asset Management
Arkansas
$670K +$162 +2 +0%
NEIRG
2003
New England Investment & Retirement Group
Massachusetts
$670K +$670K +8,298 New
SFI
2004
SPC Financial Inc
Maryland
$667K +$11.4K +141 +2%
PFM
2005
Probabilities Fund Management
New York
$666K -$44.4K -549 -6%
BCIM
2006
Bishop & Co Investment Management
Pennsylvania
$664K -$127K -1,567 -16%
PP
2007
Prospector Partners
Connecticut
$663K – – –
WFWM
2008
Wechter Feldman Wealth Management
New Jersey
$663K – – –
CPA
2009
Clear Perspective Advisors
Illinois
$659K +$16.2K +200 +3%
RCM
2010
RB Capital Management
Nevada
$658K -$37.5K -464 -5%
HC
2011
HNP Capital
New York
$658K -$21K -260 -3%
VRM
2012
Vectors Research Management
New York
$658K +$642K +7,940 +3,970%
PAA
2013
Peregrine Asset Advisers
Oregon
$657K – – –
SDWIA
2014
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$656K -$33.4K -413 -5%
AI
2015
Accredited Investors
Minnesota
$655K +$16.1K +199 +3%
BWA
2016
BDO Wealth Advisors
Florida
$654K +$6.71K +83 +1%
LSAG
2017
Lake Street Advisors Group
New Hampshire
$651K +$75.7K +937 +13%
TAM
2018
Troy Asset Management
United Kingdom
$646K – – –
PAWC
2019
P.A.W. Capital
Connecticut
$646K – – –
BCM
2020
Breiter Capital Management
Florida
$640K -$192K -2,573 -23%
SSW
2021
Smith Shellnut Wilson
Mississippi
$640K +$57.9K +716 +10%
WTFG
2022
Wells Trecaso Financial Group
Ohio
$638K +$6.47K +80 +1%
BFG
2023
Barber Financial Group
Kansas
$637K -$145K -1,796 -19%
FSWA
2024
Financial Synergies Wealth Advisors
Texas
$635K +$635K +7,862 New
CAM
2025
Concorde Asset Management
Michigan
$632K -$4.77K -59 -0.7%
79 80
81
82 83