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Exxon Mobil

3,896 hedge funds and large institutions have $324B invested in Exxon Mobil in 2024 Q3 according to their latest regulatory filings, with 162 funds opening new positions, 1,698 increasing their positions, 1,600 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,896
Holders Change
+2
Holders Change %
+0.05%
% of All Funds
56.35%
Holding in Top 10
240
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-14.89%
% of All Funds
3.47%
New
162
Increased
1,698
Reduced
1,600
Closed
115
Calls
$6.03B
Puts
$5.17B
Net Calls
+$858M
Net Calls Change
-$631M
Name Holding Trade Value Shares
Change
Shares
Change %
PWA
2001
Providence Wealth Advisors
Illinois
$1.8M +$23.2K +194 +1%
FCIM
2002
Fairview Capital Investment Management
California
$1.8M -$29.3K -250 -2%
DWM
2003
Dechtman Wealth Management
Colorado
$1.8M +$59.2K +505 +3%
PWM
2004
Prentice Wealth Management
New York
$1.79M +$2.34K +20 +0.1%
AA
2005
Auxano Advisors
Washington
$1.79M +$41K +350 +2%
PIM
2006
Provident Investment Management
Michigan
$1.79M
MCWS
2007
McKinley Carter Wealth Services
West Virginia
$1.78M -$16.9K -144 -0.9%
MCM
2008
Maple Capital Management
Vermont
$1.78M +$20K +171 +1%
LWM
2009
LJI Wealth Management
Indiana
$1.78M +$5.74K +49 +0.3%
TLP
2010
Trinity Legacy Partners
Texas
$1.77M +$205K +1,656 +13%
HNW
2011
High Note Wealth
Minnesota
$1.77M -$4.69K -40 -0.3%
CCAM
2012
Cascades Capital Asset Management
North Carolina
$1.77M +$1.77M +15,084 New
KAS
2013
KPP Advisory Services
Kentucky
$1.76M +$5.74K +49 +0.3%
IWS
2014
Insight Wealth Strategies
California
$1.76M -$29.7K -253 -2%
LA
2015
Lakeside Advisors
Washington
$1.76M +$352 +3 +0%
SM
2016
Southport Management
Wyoming
$1.76M +$879K +7,500 +100%
DBRC
2017
D.B. Root & Company
Pennsylvania
$1.76M -$290K -2,478 -14%
FIB
2018
First Interstate Bank
Montana
$1.75M -$19K -162 -1%
PGAM
2019
Princeton Global Asset Management
New Jersey
$1.75M +$92.4K +788 +6%
CFFP
2020
Center for Financial Planning
Michigan
$1.74M -$97.9K -835 -5%
DCM
2021
Driehaus Capital Management
Illinois
$1.74M -$177K -1,509 -9%
JCFM
2022
JBR Co Financial Management
Oklahoma
$1.74M -$4.45K -38 -0.3%
MWM
2023
Melfa Wealth Management
Massachusetts
$1.74M -$821 -7 -0%
HPG
2024
Harvest Portfolios Group
Ontario, Canada
$1.73M +$183K +1,558 +12%
PTCG
2025
Pring Turner Capital Group
California
$1.73M