XOM icon

Exxon Mobil

2,737 hedge funds and large institutions have $140B invested in Exxon Mobil in 2021 Q2 according to their latest regulatory filings, with 192 funds opening new positions, 1,110 increasing their positions, 1,131 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,737
Holders Change
+51
Holders Change %
+1.9%
% of All Funds
47.78%
Holding in Top 10
108
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+13.68%
% of All Funds
1.89%
New
192
Increased
1,110
Reduced
1,131
Closed
105
Calls
$2.94B
Puts
$2.97B
Net Calls
-$21M
Net Calls Change
+$416M
Name Holding Trade Value Shares
Change
Shares
Change %
BG
2001
Benedetti & Gucer
Georgia
$546K
OAM
2002
Occidental Asset Management
California
$546K +$189 +3 +0%
MIA
2003
MainStreet Investment Advisors
Illinois
$545K -$134K -2,126 -20%
VCM
2004
Vivaldi Capital Management
Illinois
$545K -$98K -1,725 -15%
HCM
2005
HMS Capital Management
Tennessee
$544K +$544K +8,631 New
PPSG
2006
Princeton Portfolio Strategies Group
New Jersey
$543K -$1.21M -19,232 -69%
VFP
2007
Verus Financial Partners
Virginia
$539K +$79K +1,411 +17%
TWM
2008
TriaGen Wealth Management
California
$538K -$5.76K -100 -1%
SCA
2009
STALEY CAPITAL ADVISERS
Pennsylvania
$537K -$28.8K -457 -5%
ACM
2010
Adalta Capital Management
New York
$536K
SSW
2011
Smith Shellnut Wilson
Mississippi
$536K +$14.8K +234 +3%
BOTW
2012
Bank of the West
California
$534K -$49.3K -781 -8%
AAM
2013
Autus Asset Management
Arizona
$532K +$63 +1 +0%
DWM
2014
Dorchester Wealth Management
Quebec, Canada
$530K +$30K +475 +6%
APC
2015
Asset Planning Corporation
Tennessee
$528K -$9.66K -153 -2%
GWAM
2016
Guardian Wealth Advisors (Minnesota)
Minnesota
$526K +$41.8K +663 +9%
QIM
2017
Quest Investment Management
Oregon
$524K
NWM
2018
Northwest Wealth Management
Iowa
$522K +$146K +2,311 +39%
IWA
2019
Intercontinental Wealth Advisors
Texas
$521K -$19.6K -311 -4%
ACWM
2020
Adams Chetwood Wealth Management
North Carolina
$514K -$1.89K -30 -0.4%
PAS
2021
Professional Advisory Services
Florida
$514K
NPPM
2022
North Point Portfolio Managers
Ohio
$514K +$5.99K +95 +1%
CAL
2023
Capital Analysts LLC
Pennsylvania
$512K -$35.9K -569 -7%
WAM
2024
Winslow Asset Management
Ohio
$512K
LFG
2025
Larson Financial Group
Missouri
$512K +$154K +2,435 +43%