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ExxonMobil

3,924 hedge funds and large institutions have $326B invested in ExxonMobil in 2024 Q2 according to their latest regulatory filings, with 258 funds opening new positions, 2,305 increasing their positions, 1,013 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 258 | Existing positions closed: 86

128% more repeat investments, than reductions

Existing positions increased: 2,305 | Existing positions reduced: 1,013

33% more call options, than puts

Call options by funds: $6.01B | Put options by funds: $4.52B

12% more capital invested

Capital invested by funds: $290B → $326B (+$35.9B)

3% more funds holding in top 10

Funds holding in top 10: 273282 (+9)

3% more funds holding

Funds holding: 3,8023,924 (+122)

0.01% less ownership

Funds ownership: 63.12%63.11% (-0.01%)

Holders
3,924
Holders Change
+122
Holders Change %
+3.21%
% of All Funds
56.66%
Holding in Top 10
282
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+3.3%
% of All Funds
4.07%
New
258
Increased
2,305
Reduced
1,013
Closed
86
Calls
$6.01B
Puts
$4.52B
Net Calls
+$1.49B
Net Calls Change
+$204M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
2001
Capital Advantage
California
$1.85M +$932 +8 +0%
AC
2002
Apella Capital
Connecticut
$1.85M +$681K +5,845 +54%
WAM
2003
Walker Asset Management
Missouri
$1.85M +$878K +7,537 +88%
CRA
2004
Clear Rock Advisors
Texas
$1.85M +$990K +8,500 +113%
CWM
2005
Calamos Wealth Management
Illinois
$1.85M +$389K +3,339 +26%
RWA
2006
Roberts Wealth Advisors
California
$1.84M +$24.9K +214 +1%
GWANC
2007
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.84M +$18.9K +162 +1%
BCA
2008
Bray Capital Advisors
Florida
$1.84M -$93.2K -800 -5%
RRA
2009
Round Rock Advisors
Connecticut
$1.84M -$110K -944 -6%
CCM
2010
Chickasaw Capital Management
Tennessee
$1.84M -$482K -4,140 -21%
LC
2011
Lindbrook Capital
California
$1.83M +$548K +4,701 +42%
AIP
2012
Almanack Investment Partners
Pennsylvania
$1.83M +$7.22K +62 +0.4%
LWM
2013
Lakeridge Wealth Management
Ohio
$1.83M +$3.49K +30 +0.2%
ILI
2014
Invesco LLC (Illinois)
Illinois
$1.82M -$49.3K -423 -3%
SCM
2015
Steele Capital Management
Iowa
$1.82M +$4.08K +35 +0.2%
TSMHT
2016
Thurston Springer Miller Herd & Titak
Indiana
$1.82M +$1.84M +15,785 New
MCM
2017
Monument Capital Management
Virginia
$1.82M +$311K +2,669 +20%
CFFP
2018
Center for Financial Planning
Michigan
$1.81M +$6.52K +56 +0.4%
PAM
2019
Peak Asset Management
Colorado
$1.81M -$22.7K -195 -1%
CSC
2020
Caldwell Sutter Capital
California
$1.8M -$40.9K -351 -2%
WIA
2021
Westbourne Investment Advisors
Maryland
$1.8M +$157K +1,352 +9%
SFC
2022
Strategic Financial Concepts
Texas
$1.8M +$232M +1,990,646 +6,252%
FCIM
2023
Fairview Capital Investment Management
California
$1.79M -$301K -2,581 -14%
WIM
2024
WealthPlan Investment Management
Nebraska
$1.79M +$110K +942 +6%
CGA
2025
Crescent Grove Advisors
Illinois
$1.79M +$115K +989 +7%

XOM Hedge Fund Activity: Q2 2024 in Review

3,924 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q2 2024, worth a combined $326B — up 12% from $290B a quarter earlier.

Buyers outnumbered sellers: 258 funds opened new XOM positions and 86 closed out — a net gain of 172 holders — while 2,305 added to existing stakes and 1,013 trimmed.

The largest buyer was Vanguard Group, adding an estimated $5.72B. The largest seller was Pacer Advisors, cutting an estimated $504M.

  • 3,924 institutional investors held ExxonMobil (XOM) as of Q2 2024, up from 3,802 in Q1 2024.
  • Funds reported $326B of ExxonMobil stock for Q2 2024, up 12% quarter-over-quarter.
  • 258 funds opened new ExxonMobil positions in Q2 2024 and 86 closed out, a net change of +172 holders.
  • The largest ExxonMobil buyer in Q2 2024 was Vanguard Group, an estimated $5.72B added.
  • The largest ExxonMobil seller in Q2 2024 was Pacer Advisors, an estimated $504M sold.

Based on aggregated 13F filings for Q2 2024.