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Exxon Mobil
XOM

Overview Fund Activity

3,556 hedge funds and large institutions have $281B invested in Exxon Mobil in 2023 Q3 according to their latest regulatory filings, with 180 funds opening new positions, 1,485 increasing their positions, 1,448 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,556
Holders Change
+48
Holders Change %
+1.37%
% of All Funds
56.7%
Holding in Top 10
392
Holding in Top 10 Change
+89
Holding in Top 10 Change %
+29.37%
% of All Funds
6.25%
New
180
Increased
1,485
Reduced
1,448
Closed
90
Calls
$6.92B
Puts
$6.2B
Net Calls
+$719M
Net Calls Change
-$119M

Top Buyers

1
State Street
State Street
Massachusetts
+$529M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$515M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$489M
4
Bank of America
Bank of America
North Carolina
+$367M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$296M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$3.42B
2
GQG Partners
GQG Partners
Florida
-$700M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$686M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$598M
5
BlackRock
BlackRock
New York
-$528M
Name Holding Trade Value Shares
Change 		Shares
Change %
WDL
2026
Well Done LLC
Michigan
$1.46M +$11.4K +97 +0.8%
BIP
2027
Blueprint Investment Partners
North Carolina
$1.46M +$274K +2,326 +23%
HPG
2028
Harvest Portfolios Group
Ontario, Canada
$1.46M -$301K -2,561 -17%
OHWP
2029
Oak Harbor Wealth Partners
North Carolina
$1.46M – – –
SWMP
2030
Signature Wealth Management Partners
New Jersey
$1.46M – – –
AI
2031
Accredited Investors
Minnesota
$1.46M -$7.06K -60 -0.5%
EFL
2032
ERn Financial LLC
Wisconsin
$1.46M -$7.17K -61 -0.5%
OCPWS
2033
One Charles Private Wealth Services
Massachusetts
$1.45M -$26K -221 -2%
SQA
2034
Simon Quick Advisors
New Jersey
$1.45M +$205K +1,742 +16%
HFS
2035
Howard Financial Services
Texas
$1.45M +$215K +1,826 +17%
SGI
2036
Summit Global Investments
Utah
$1.45M +$179K +1,522 +14%
EWM
2037
Evergreen Wealth Management
Michigan
$1.44M +$20.3K +173 +1%
AFG
2038
Alterity Financial Group
Maine
$1.44M – – –
RCM
2039
RB Capital Management
Nevada
$1.43M +$112K +953 +8%
BPC
2040
Banque Pictet & Cie
Switzerland
$1.43M -$1.06K -9 -0.1%
LRPA
2041
L. Roy Papp & Associates
Arizona
$1.43M +$588 +5 +0%
NF
2042
Norwood Financial
Pennsylvania
$1.42M +$97.6K +830 +7%
FWA
2043
FOCUS Wealth Advisors
Texas
$1.42M +$2.47K +21 +0.2%
BWA
2044
Burt Wealth Advisors
Maryland
$1.41M -$54.4K -463 -4%
BFP
2045
Briaud Financial Planning
Texas
$1.41M – – –
RIA
2046
Recurrent Investment Advisors
Texas
$1.41M +$1.18K +10 +0.1%
FIA
2047
FNY Investment Advisers
New York
$1.41M +$1.41M +12,000 New
BMM
2048
Berkshire Money Management
Massachusetts
$1.4M -$5.29K -45 -0.4%
AOG
2049
Alpha Omega Group
Virginia
$1.4M – – –
KCFA
2050
Key Client Fiduciary Advisors
New Jersey
$1.4M +$56.6K +481 +4%
80 81
82
83 84