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Exxon Mobil
XOM

Overview Fund Activity

2,508 hedge funds and large institutions have $166B invested in Exxon Mobil in 2019 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 973 increasing their positions, 1,196 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,508
Holders Change
-20
Holders Change %
-0.79%
% of All Funds
55.08%
Holding in Top 10
209
Holding in Top 10 Change
-55
Holding in Top 10 Change %
-20.83%
% of All Funds
4.59%
New
80
Increased
973
Reduced
1,196
Closed
82
Calls
$1.88B
Puts
$1.82B
Net Calls
+$62.3M
Net Calls Change
-$20.9M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$798M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$244M
3
Capital International Investors
Capital International Investors
California
+$207M
4
Morgan Stanley
Morgan Stanley
New York
+$192M
5
Victory Capital Management
Victory Capital Management
Texas
+$170M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
-$325M
2
Bank of America
Bank of America
North Carolina
-$281M
3
State Street
State Street
Massachusetts
-$231M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$186M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAA
2001
Mraz Amerine & Associates
California
$593K – – –
TFO
2002
Tarbox Family Office
California
$592K -$1.34K -19 -0.2%
RIS
2003
Retirement Income Solutions
Michigan
$587K +$49K +694 +9%
WIP
2004
Wellesley Investment Partners
Massachusetts
$586K +$62.8K +889 +12%
GAM
2005
Garrison Asset Management
Arkansas
$585K +$141 +2 +0%
WPA
2006
West Paces Advisors
Georgia
$584K +$7.91K +112 +1%
DC
2007
DeDora Capital
California
$583K +$17.7K +251 +3%
FSWA
2008
Financial Synergies Wealth Advisors
Texas
$582K +$3.04K +43 +0.5%
KPCM
2009
Kings Point Capital Management
New York
$581K +$55.4K +785 +11%
BCIM
2010
Bishop & Co Investment Management
Pennsylvania
$580K – – –
RA
2011
Rational Advisors
New York
$579K -$58.7K -830 -9%
ZF
2012
Zhang Financial
Michigan
$578K -$21.2K -300 -4%
WC
2013
Whitney & Co
New York
$578K +$39.4K +550 +7%
PFM
2014
Probabilities Fund Management
New York
$575K – – –
VRM
2015
Vectors Research Management
New York
$575K – – –
FDCC
2016
Foster Dykema Cabot & Co
Massachusetts
$574K -$64.4K -912 -10%
PD
2017
Planning Directions
Pennsylvania
$571K -$57K -807 -9%
JLBC
2018
J.L. Bainbridge & Co
Florida
$570K -$37.4K -529 -6%
SC
2019
Sepio Capital
Utah
$570K +$88.7K +1,281 +18%
PP
2020
Pegasus Partners
Wisconsin
$568K -$825K -11,676 -59%
DI
2021
DAGCO Inc
Ohio
$565K -$43.3K -613 -7%
TAM
2022
Troy Asset Management
United Kingdom
$565K – – –
HWMG
2023
Hurlow Wealth Management Group
Indiana
$559K -$55.4K -801 -9%
SW
2024
SlateStone Wealth
Florida
$559K +$51.8K +734 +10%
CFSG
2025
Community Financial Services Group
Vermont
$558K -$18.3K -259 -3%
79 80
81
82 83