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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 %
WFAG
2126
Wescott Financial Advisory Group
Pennsylvania
$1.15M +$246K +2,297 +27%
KF
2127
Krilogy Financial
Missouri
$1.15M +$21.5K +200 +2%
NCM
2128
Novare Capital Management
North Carolina
$1.15M +$71.9K +670 +7%
WCM
2129
WealthBridge Capital Management
Ohio
$1.15M +$438K +4,087 +62%
FFM
2130
Flagstone Financial Management
Nebraska
$1.14M +$18.8K +175 +2%
3IP
2131
3Chopt Investment Partners
Virginia
$1.14M -$1.15M -10,766 -50%
BWCS
2132
Beirne Wealth Consulting Services
Connecticut
$1.14M – – –
HWMT
2133
Heritage Wealth Management (Texas)
Texas
$1.14M -$111K -1,037 -9%
TCM
2134
Telos Capital Management
California
$1.14M +$195K +1,820 +21%
WCM
2135
Windsor Capital Management
Arizona
$1.14M -$5.79K -54 -0.5%
SC
2136
Saybrook Capital
North Carolina
$1.14M – – –
WWM
2137
Windsor Wealth Management
Indiana
$1.14M +$61.6K +574 +6%
SQA
2138
Simon Quick Advisors
New Jersey
$1.14M -$20.6K -192 -2%
AA
2139
Auxano Advisors
Washington
$1.14M – – –
WFG
2140
Wills Financial Group
Virginia
$1.14M -$536 -5 -0%
FFG
2141
Frisch Financial Group
New York
$1.13M -$119K -1,110 -9%
MCM
2142
Morton Capital Management
California
$1.13M – – –
OBWG
2143
Onyx Bridge Wealth Group
New York
$1.13M +$184K +1,714 +19%
CMP
2144
Courage Miller Partners
Virginia
$1.13M -$238K -2,220 -17%
DMBA
2145
Deseret Mutual Benefit Administrators
Utah
$1.13M -$61.6K -574 -5%
BFG
2146
Berger Financial Group
Minnesota
$1.13M +$66.6K +621 +6%
HHAA
2147
Henry H. Armstrong Associates
Pennsylvania
$1.13M – – –
SWS
2148
SYSTM Wealth Solutions
Illinois
$1.13M +$204K +1,901 +22%
AWM
2149
Aspire Wealth Management
Massachusetts
$1.13M +$107 +1 +0%
NEPPG
2150
New England Professional Planning Group
Rhode Island
$1.13M -$7.29K -68 -0.6%
84 85
86
87 88