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Exxon Mobil
XOM

Overview Fund Activity

3,508 hedge funds and large institutions have $257B invested in Exxon Mobil in 2023 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 1,421 increasing their positions, 1,492 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,508
Holders Change
+11
Holders Change %
+0.31%
% of All Funds
55.32%
Holding in Top 10
303
Holding in Top 10 Change
-88
Holding in Top 10 Change %
-22.51%
% of All Funds
4.78%
New
147
Increased
1,421
Reduced
1,492
Closed
102
Calls
$5.65B
Puts
$4.81B
Net Calls
+$838M
Net Calls Change
-$348M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$570M
2
Capital International Investors
Capital International Investors
California
+$445M
3
Capital World Investors
Capital World Investors
California
+$385M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$384M
5
Bank of America
Bank of America
North Carolina
+$305M

Top Sellers

1
State Street
State Street
Massachusetts
-$1.32B
2
GQG Partners
GQG Partners
Florida
-$965M
3
BlackRock
BlackRock
New York
-$641M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$594M
5
First Trust Advisors
First Trust Advisors
Illinois
-$504M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
2001
Amplius Wealth Advisors
Pennsylvania
$1.36M +$85.4K +796 +7%
IP
2002
Investment Partners
Ohio
$1.36M -$191K -1,779 -12%
TB
2003
Terril Brothers
Missouri
$1.35M +$1.93K +18 +0.1%
TWM
2004
Thrive Wealth Management
Pennsylvania
$1.35M +$13.4K +125 +1%
CFA
2005
Capstone Financial Advisors
Illinois
$1.35M +$2.57K +24 +0.2%
OCPWS
2006
One Charles Private Wealth Services
Massachusetts
$1.35M +$2.04K +19 +0.2%
DI
2007
Disciplined Investments
Oklahoma
$1.35M -$790K -7,363 -37%
PIFP
2008
Partners in Financial Planning
Virginia
$1.35M – – –
RB
2009
Renasant Bank
Mississippi
$1.35M +$63.4K +591 +5%
MPPLM
2010
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.35M +$197K +1,834 +17%
PWM
2011
Prosperity Wealth Management
California
$1.34M +$47.2K +440 +4%
TFCP
2012
Twin Focus Capital Partners
Massachusetts
$1.34M +$887K +8,270 +194%
GFP
2013
Gryphon Financial Partners
Ohio
$1.34M -$96.4K -899 -7%
CG
2014
Castellan Group
Kentucky
$1.34M +$109K +1,014 +9%
CA
2015
Corrado Advisors
New Jersey
$1.34M -$5.9K -55 -0.4%
BWA
2016
Burt Wealth Advisors
Maryland
$1.34M -$33.1K -309 -2%
SCM
2017
Schnieders Capital Management
California
$1.34M -$22.8K -213 -2%
MHWM
2018
Montz Harcus Wealth Management
Louisiana
$1.34M +$23.7K +221 +2%
PWP
2019
Private Wealth Partners
California
$1.34M +$53.6K +500 +4%
LF
2020
LifeSteps Financial
California
$1.34M +$3.33K +31 +0.2%
AI
2021
Accredited Investors
Minnesota
$1.34M +$481K +4,485 +56%
EFL
2022
ERn Financial LLC
Wisconsin
$1.33M +$1.72K +16 +0.1%
MWM
2023
Moulton Wealth Management
Washington
$1.33M +$11K +103 +0.8%
OHWP
2024
Oak Harbor Wealth Partners
North Carolina
$1.33M -$21.5K -200 -2%
SWMP
2025
Signature Wealth Management Partners
New Jersey
$1.33M -$995K -9,274 -43%
79 80
81
82 83