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Exxon Mobil
XOM

Overview Fund Activity

2,686 hedge funds and large institutions have $124B invested in Exxon Mobil in 2021 Q1 according to their latest regulatory filings, with 274 funds opening new positions, 1,062 increasing their positions, 1,118 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,686
Holders Change
+143
Holders Change %
+5.62%
% of All Funds
47.3%
Holding in Top 10
95
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+41.79%
% of All Funds
1.67%
New
274
Increased
1,062
Reduced
1,118
Closed
105
Calls
$3.04B
Puts
$3.48B
Net Calls
-$437M
Net Calls Change
-$334M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$814M
2
State Street
State Street
Massachusetts
+$337M
3
BlackRock
BlackRock
New York
+$298M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$282M
5
Deutsche Bank
Deutsche Bank
Germany
+$273M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$826M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$473M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$353M
4
HL
Harding Loevner
New Jersey
-$311M
5
Franklin Resources
Franklin Resources
California
-$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSWA
2026
Financial Synergies Wealth Advisors
Texas
$461K +$56.2K +1,007 +14%
WA1
2027
Wimmer Associates 1
California
$461K -$215K -3,851 -32%
SSW
2028
Smith Shellnut Wilson
Mississippi
$461K +$1.68K +30 +0.4%
TCM
2029
Tributary Capital Management
Nebraska
$458K -$14K -250 -3%
ACWM
2030
Adams Chetwood Wealth Management
North Carolina
$456K -$11.7K -210 -3%
GM
2031
GeoWealth Management
Illinois
$456K +$456K +8,164 New
GAAM
2032
Guinness Atkinson Asset Management
California
$455K -$67K -1,200 -13%
PAS
2033
Professional Advisory Services
Florida
$455K – – –
WCM
2034
Weik Capital Management
Pennsylvania
$455K – – –
GC
2035
Grace Capital
Massachusetts
$455K – – –
CA
2036
Cambridge Advisors
Nebraska
$454K +$8.37K +150 +2%
WAM
2037
Winslow Asset Management
Ohio
$453K – – –
NFP
2038
Narus Financial Partners
Utah
$452K +$452K +8,090 New
BWM
2039
BT Wealth Management
Georgia
$451K -$5.59K -100 -1%
SG
2040
Somerset Group
Minnesota
$450K +$2.29K +41 +0.5%
NPPM
2041
North Point Portfolio Managers
Ohio
$450K +$2.51K +45 +0.6%
BFG
2042
Baron Financial Group
New Jersey
$450K -$8.38K -150 -2%
OIA
2043
Optimum Investment Advisors
Illinois
$448K – – –
GG
2044
Golden Green
South Carolina
$448K +$448K +8,017 New
FWM
2045
FSA Wealth Management
Massachusetts
$447K -$175K -3,132 -28%
CAM
2046
Cidel Asset Management
Ontario, Canada
$447K – – –
GFG
2047
Greystone Financial Group
Michigan
$447K +$103K +1,700 +30%
AG
2048
Algert Global
California
$447K +$447K +8,000 New
MFG
2049
Menard Financial Group
Texas
$447K +$447K +8,007 New
TCCM
2050
Timber Creek Capital Management
Massachusetts
$445K – – –
80 81
82
83 84