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Exxon Mobil
XOM

Overview Fund Activity

3,556 hedge funds and large institutions have $281B invested in Exxon Mobil in 2023 Q3 according to their latest regulatory filings, with 180 funds opening new positions, 1,485 increasing their positions, 1,448 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,556
Holders Change
+48
Holders Change %
+1.37%
% of All Funds
56.7%
Holding in Top 10
392
Holding in Top 10 Change
+89
Holding in Top 10 Change %
+29.37%
% of All Funds
6.25%
New
180
Increased
1,485
Reduced
1,448
Closed
90
Calls
$6.92B
Puts
$6.2B
Net Calls
+$719M
Net Calls Change
-$119M

Top Buyers

1
State Street
State Street
Massachusetts
+$529M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$515M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$489M
4
Bank of America
Bank of America
North Carolina
+$367M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$296M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$3.42B
2
GQG Partners
GQG Partners
Florida
-$700M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$686M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$598M
5
BlackRock
BlackRock
New York
-$528M
Name Holding Trade Value Shares
Change 		Shares
Change %
REMPR
2001
Roof Eidam Maycock Peralta (REMP)
California
$1.5M +$84.7K +720 +6%
EP
2002
EPIQ Partners
Minnesota
$1.5M – – –
FDDB
2003
Fidelity D&D Bancorp
Pennsylvania
$1.5M +$1.5M +12,771 New
KAM
2004
KEB Asset Management
Illinois
$1.5M – – –
CFA
2005
Capstone Financial Advisors
Illinois
$1.5M +$14.9K +127 +1%
Financial Engines Advisors
2006
Financial Engines Advisors
California
$1.5M +$162K +1,375 +12%
AIP
2007
ARS Investment Partners
New York
$1.49M – – –
YAL
2008
Your Advocates Ltd
Texas
$1.49M -$33.6K -286 -2%
RFG
2009
RFP Financial Group
Georgia
$1.49M -$23.3K -198 -2%
EIA
2010
Edgemoor Investment Advisors
Maryland
$1.49M -$19.5K -166 -1%
MHWM
2011
Montz Harcus Wealth Management
Louisiana
$1.49M +$18.8K +160 +1%
SFS
2012
Summit Financial Strategies
Ohio
$1.48M -$100K -851 -6%
RH
2013
RFG Holdings
Texas
$1.48M +$74.5K +634 +5%
EWA
2014
EverSource Wealth Advisors
Alabama
$1.48M -$11.2K -95 -0.7%
TFA
2015
Triad Financial Advisors
North Carolina
$1.48M +$68.8K +585 +5%
PWM
2016
Prosperity Wealth Management
California
$1.48M +$7.29K +62 +0.5%
MIM
2017
Merrion Investment Management
New Jersey
$1.48M -$67.6K -575 -4%
WCAMG
2018
Woodard & Company Asset Management Group
North Carolina
$1.48M -$26.7K -227 -2%
PIFP
2019
Partners in Financial Planning
Virginia
$1.48M – – –
TCWM
2020
Total Clarity Wealth Management
Illinois
$1.48M -$62.9K -535 -4%
LWM
2021
Laidlaw Wealth Management
New York
$1.48M -$958K -8,149 -39%
CA
2022
Corrado Advisors
New Jersey
$1.48M +$5.17K +44 +0.4%
ACP
2023
Arcus Capital Partners
Georgia
$1.47M -$173K -1,470 -10%
LF
2024
LifeSteps Financial
California
$1.47M +$3.29K +28 +0.2%
PWP
2025
Private Wealth Partners
California
$1.47M – – –
79 80
81
82 83