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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 %
WFA
2076
Wellspring Financial Advisors
Ohio
$1.35M +$1.35M +11,514 New
ARC
2077
Advisor Resource Council
Texas
$1.35M -$29.4K -250 -2%
KJWM
2078
Kiley Juergens Wealth Management
Washington
$1.35M – – –
RC
2079
Roundview Capital
New Jersey
$1.35M -$76.3K -649 -5%
ADIM
2080
Alpha DNA Investment Management
Maryland
$1.35M -$1.31M -11,138 -49%
DI
2081
Disciplined Investments
Oklahoma
$1.34M -$139K -1,182 -9%
BWFA
2082
Baltimore-Washington Financial Advisors
Maryland
$1.33M +$4.59K +39 +0.3%
TI
2083
Truepoint Inc
Ohio
$1.33M +$847K +7,201 +174%
PTP
2084
Platform Technology Partners
New York
$1.33M -$39K -332 -3%
JIP
2085
Jaffetilchin Investment Partners
Florida
$1.33M +$33.6K +286 +3%
SSG
2086
Summit Securities Group
New York
$1.33M -$527K -4,483 -28%
EFI
2087
EHP Funds Inc
Canada
$1.33M -$1.82M -15,500 -58%
PWG
2088
Portside Wealth Group
Utah
$1.33M +$31.9K +271 +2%
RSC
2089
Red Spruce Capital
Pennsylvania
$1.32M +$30.6K +260 +2%
MWM
2090
Moulton Wealth Management
Washington
$1.32M – – –
HCM
2091
Huber Capital Management
California
$1.32M -$1.21M -10,300 -48%
MCM
2092
MV Capital Management
Maryland
$1.31M +$10.2K +87 +0.8%
RWM
2093
RKL Wealth Management
Pennsylvania
$1.31M +$20.2K +172 +2%
CWM
2094
Centric Wealth Management
Illinois
$1.31M +$823 +7 +0.1%
HWMT
2095
Heritage Wealth Management (Texas)
Texas
$1.31M +$58.2K +495 +5%
DG
2096
DMC Group
Alabama
$1.31M -$72.3K -615 -5%
AA
2097
Alta Advisers
United Kingdom
$1.31M – – –
EWM
2098
Executive Wealth Management
Michigan
$1.3M -$35.4K -301 -3%
FIB
2099
First Interstate Bank
Montana
$1.3M +$6.7K +57 +0.5%
ARMT
2100
Amica Retiree Medical Trust
Rhode Island
$1.3M – – –
82 83
84
85 86