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Exxon Mobil

4,214 hedge funds and large institutions have $308B invested in Exxon Mobil in 2024 Q4 according to their latest regulatory filings, with 522 funds opening new positions, 1,652 increasing their positions, 1,665 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,214
Holders Change
+318
Holders Change %
+8.16%
% of All Funds
56.09%
Holding in Top 10
208
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-13.33%
% of All Funds
2.77%
New
522
Increased
1,652
Reduced
1,665
Closed
128
Calls
$5.57B
Puts
$4.62B
Net Calls
+$957M
Net Calls Change
+$99.4M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
2001
Wealthstar Advisors
Texas
$1.8M +$1.8M +16,735 New
EIP
2002
Easterly Investment Partners
Massachusetts
$1.8M
BWM
2003
BCS Wealth Management
Tennessee
$1.8M -$1.51K -14 -0.1%
BL
2004
Balentine LLC
Georgia
$1.8M -$331K -3,080 -16%
BWG
2005
Boomfish Wealth Group
Georgia
$1.79M +$113K +1,049 +7%
PP
2006
Pingora Partners
Wyoming
$1.79M
ECA
2007
Elevated Capital Advisors
Utah
$1.79M +$396K +3,678 +28%
EGA
2008
E&G Advisors
Texas
$1.79M +$28.4K +264 +2%
MCCA
2009
Mill Creek Capital Advisors
Pennsylvania
$1.78M +$80K +744 +5%
RPGK
2010
Retirement Planning Group (Kansas)
Kansas
$1.78M +$227K +2,108 +15%
KCM
2011
Kennondale Capital Management
Virginia
$1.78M +$1.78M +16,534 New
LSA
2012
L & S Advisors
California
$1.78M -$8.07K -75 -0.5%
AAS
2013
Annex Advisory Services
Wisconsin
$1.78M +$354K +3,287 +25%
HTHT
2014
Hemenway Trust Hemenway Trust
New Hampshire
$1.78M +$42.7K +397 +2%
GF
2015
Goodman Financial
Texas
$1.77M -$30K -279 -2%
DA
2016
Dover Advisors
Virginia
$1.77M -$5.27K -49 -0.3%
CIA
2017
Compass Ion Advisors
Pennsylvania
$1.77M +$11.6K +108 +0.7%
TLP
2018
Trinity Legacy Partners
Texas
$1.76M +$229K +2,132 +15%
YAM
2019
Yacktman Asset Management
Texas
$1.76M -$861K -8,000 -33%
CRB
2020
Chad R. Baker
$1.76M
GG
2021
Gleason Group
Kentucky
$1.76M +$15.2K +141 +0.9%
OS
2022
Objectivity Squared
South Carolina
$1.76M +$13.4K +126 +0.8%
TL
2023
Tradewinds LLC
North Carolina
$1.76M -$681K -6,066 -28%
AO
2024
Advisor OS
Illinois
$1.76M -$93.6K -870 -5%
JF
2025
Joule Financial
Kentucky
$1.76M +$1.07M +9,990 +157%