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Exxon Mobil

3,732 hedge funds and large institutions have $251B invested in Exxon Mobil in 2023 Q4 according to their latest regulatory filings, with 395 funds opening new positions, 1,534 increasing their positions, 1,452 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,732
Holders Change
+176
Holders Change %
+4.95%
% of All Funds
54.71%
Holding in Top 10
236
Holding in Top 10 Change
-156
Holding in Top 10 Change %
-39.8%
% of All Funds
3.46%
New
395
Increased
1,534
Reduced
1,452
Closed
157
Calls
$6.37B
Puts
$5.76B
Net Calls
+$616M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Shares
Change %
HFS
2001
Howard Financial Services
Texas
$1.44M +$204K +2,036 +17%
TCOTS
2002
Trust Company of the South
North Carolina
$1.44M +$1.44M +14,369 New
MAM
2003
Morse Asset Management
Connecticut
$1.43M +$129K +1,292 +10%
CWM
2004
Chesapeake Wealth Management
Virginia
$1.43M +$200 +2 +0%
SN
2005
Sittner & Nelson
Oregon
$1.43M -$84K -840 -6%
AIM
2006
Aspen Investment Management
Michigan
$1.43M +$100 +1 +0%
WIA
2007
Westbourne Investment Advisors
Maryland
$1.43M
EIA
2008
Eldridge Investment Advisors
New Hampshire
$1.42M -$5K -50 -0.3%
GCS
2009
Gordian Capital (Singapore)
Singapore
$1.42M
BE
2010
Bonness Enterprises
District of Columbia
$1.42M
APWM
2011
Atlas Private Wealth Management
New York
$1.42M +$300 +3 +0%
SFS
2012
Solitude Financial Services
Virginia
$1.42M +$126K +1,256 +10%
ACA
2013
Ackerman Capital Advisors
Texas
$1.41M
EDRH
2014
Edmond de Rothschild Holding
Switzerland
$1.41M +$321K +3,210 +29%
SFP
2015
Sweet Financial Partners
Minnesota
$1.41M -$118K -1,184 -8%
HPG
2016
Harvest Portfolios Group
Ontario, Canada
$1.41M +$170K +1,703 +14%
NMM
2017
Naples Money Management
Florida
$1.41M +$1.41M +14,111 New
TA
2018
TrueWealth Advisors
Alabama
$1.41M -$33.8K -338 -2%
SFS
2019
Sharp Financial Services
Pennsylvania
$1.4M +$1.4M +14,051 New
KF
2020
Krilogy Financial
Missouri
$1.4M +$347K +3,466 +33%
WW
2021
Waterfront Wealth
Kansas
$1.4M -$11K -110 -0.8%
LAM
2022
LifePro Asset Management
California
$1.4M +$28K +280 +2%
SWA
2023
Sax Wealth Advisors
New Jersey
$1.4M -$282K -2,825 -17%
PWP
2024
Private Wealth Partners
California
$1.4M +$152K +1,525 +12%
LCOV
2025
London Company of Virginia
Virginia
$1.4M -$150K -1,500 -10%