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Exxon Mobil
XOM

Overview Fund Activity

3,508 hedge funds and large institutions have $257B invested in Exxon Mobil in 2023 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 1,421 increasing their positions, 1,492 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,508
Holders Change
+11
Holders Change %
+0.31%
% of All Funds
55.32%
Holding in Top 10
303
Holding in Top 10 Change
-88
Holding in Top 10 Change %
-22.51%
% of All Funds
4.78%
New
147
Increased
1,421
Reduced
1,492
Closed
102
Calls
$5.65B
Puts
$4.81B
Net Calls
+$838M
Net Calls Change
-$348M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$570M
2
Capital International Investors
Capital International Investors
California
+$445M
3
Capital World Investors
Capital World Investors
California
+$385M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$384M
5
Bank of America
Bank of America
North Carolina
+$305M

Top Sellers

1
State Street
State Street
Massachusetts
-$1.32B
2
GQG Partners
GQG Partners
Florida
-$965M
3
BlackRock
BlackRock
New York
-$641M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$594M
5
First Trust Advisors
First Trust Advisors
Illinois
-$504M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
2026
AlphaCore Capital
California
$1.33M +$1.07M +7,940 +419%
WDL
2027
Well Done LLC
Michigan
$1.32M -$12.1K -113 -0.9%
IA
2028
Inspire Advisors
Idaho
$1.32M +$98.1K +915 +8%
SG
2029
Somerset Group
Minnesota
$1.32M – – –
CWS
2030
Cypress Wealth Services
California
$1.32M -$125K -1,229 -9%
AFG
2031
Alterity Financial Group
Maine
$1.32M -$2.68K -25 -0.2%
RH
2032
RFG Holdings
Texas
$1.32M – – –
DA
2033
Dover Advisors
Virginia
$1.31M +$86.2K +804 +7%
BPC
2034
Banque Pictet & Cie
Switzerland
$1.31M -$56.8K -530 -4%
AIM
2035
Athena Investment Management
California
$1.31M -$4.51K -42 -0.3%
CL
2036
CSS LLC
Illinois
$1.3M -$1.18M -11,000 -47%
FA
2037
Faithward Advisors
Pennsylvania
$1.3M +$405K +3,620 +45%
MIC
2038
Meridian Investment Counsel
California
$1.3M – – –
LRPA
2039
L. Roy Papp & Associates
Arizona
$1.3M +$12.5K +117 +1%
EWM
2040
Evergreen Wealth Management
Michigan
$1.3M -$277K -2,585 -18%
RC
2041
Roundview Capital
New Jersey
$1.3M -$47.5K -443 -4%
WFC
2042
Western Financial Corp
California
$1.3M -$7.19K -67 -0.6%
REMPR
2043
Roof Eidam Maycock Peralta (REMP)
California
$1.29M – – –
FWA
2044
FOCUS Wealth Advisors
Texas
$1.29M -$7.51K -70 -0.6%
TFA
2045
Triad Financial Advisors
North Carolina
$1.29M -$24.7K -230 -2%
AAB
2046
ABN AMRO Bank
Netherlands
$1.29M -$5.26K -49 -0.4%
BFP
2047
Briaud Financial Planning
Texas
$1.29M +$6.22K +58 +0.5%
PSCM
2048
P&S Credit Management
New York
$1.29M – – –
RIA
2049
Recurrent Investment Advisors
Texas
$1.29M +$58.5K +545 +5%
ICM
2050
Islay Capital Management
Texas
$1.29M +$5.36K +50 +0.4%
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