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Exxon Mobil

3,894 hedge funds and large institutions have $325B invested in Exxon Mobil in 2024 Q2 according to their latest regulatory filings, with 255 funds opening new positions, 2,285 increasing their positions, 1,008 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,894
Holders Change
+119
Holders Change %
+3.15%
% of All Funds
56.63%
Holding in Top 10
282
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+3.68%
% of All Funds
4.1%
New
255
Increased
2,285
Reduced
1,008
Closed
85
Calls
$6.01B
Puts
$4.52B
Net Calls
+$1.49B
Net Calls Change
+$204M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
2001
Steele Capital Management
Iowa
$1.82M +$4.03K +35 +0.2%
TSMHT
2002
Thurston Springer Miller Herd & Titak
Indiana
$1.82M +$1.82M +15,785 New
MCM
2003
Monument Capital Management
Virginia
$1.82M +$307K +2,669 +20%
CFFP
2004
Center for Financial Planning
Michigan
$1.81M +$6.45K +56 +0.4%
PAM
2005
Peak Asset Management
Colorado
$1.81M -$22.4K -195 -1%
CSC
2006
Caldwell Sutter Capital
California
$1.8M -$40.4K -351 -2%
WIA
2007
Westbourne Investment Advisors
Maryland
$1.8M +$156K +1,352 +9%
SFC
2008
Strategic Financial Concepts
Texas
$1.8M +$1.77M +1,990,646 +6,252%
FCIM
2009
Fairview Capital Investment Management
California
$1.79M -$297K -2,581 -14%
WIM
2010
WealthPlan Investment Management
Nebraska
$1.79M +$108K +942 +6%
CGA
2011
Crescent Grove Advisors
Illinois
$1.79M +$114K +989 +7%
KFP
2012
KMG Fiduciary Partners
Ohio
$1.79M +$192K +1,670 +12%
TWM
2013
Trueblood Wealth Management
Ohio
$1.79M +$22.9K +199 +1%
IP
2014
Investment Partners
Ohio
$1.79M -$11.9K -103 -0.7%
COCM
2015
Charter Oak Capital Management
New Hampshire
$1.79M +$7.02K +61 +0.4%
AI
2016
Accredited Investors
Minnesota
$1.78M +$241K +2,096 +16%
CHP
2017
Cable Hill Partners
Oregon
$1.78M -$47K -408 -3%
SWA
2018
Sax Wealth Advisors
New Jersey
$1.78M +$233K +2,026 +15%
GHAM
2019
Gilman Hill Asset Management
Connecticut
$1.78M +$682K +5,925 +62%
FVWA
2020
Foster Victor Wealth Advisors
South Carolina
$1.77M +$270K +2,330 +18%
MCWS
2021
McKinley Carter Wealth Services
West Virginia
$1.77M -$16.6K -144 -0.9%
WA
2022
WealthTrust Axiom
Pennsylvania
$1.77M +$30K +261 +2%
IWS
2023
Insight Wealth Strategies
California
$1.76M +$30K +261 +2%
PIM
2024
Provident Investment Management
Michigan
$1.76M -$72K -625 -4%
PWM
2025
Prentice Wealth Management
New York
$1.76M -$69.8K -606 -4%