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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 %
KFA
2201
Kapstone Financial Advisors
Ohio
$1.05M -$2.99K -28 -0.3%
SC
2202
Slow Capital
California
$1.05M -$320K -2,986 -23%
BWP
2203
BSW Wealth Partners
Colorado
$1.04M +$3.33K +31 +0.3%
PAG
2204
Powers Advisory Group
Illinois
$1.04M +$5.68K +53 +0.5%
SAM
2205
Sompo Asset Management
Japan
$1.04M +$219K +2,040 +27%
WIA
2206
World Investment Advisors
California
$1.04M +$6.33K +59 +0.6%
OAM
2207
Occidental Asset Management
California
$1.03M -$33.8K -315 -3%
HCP
2208
Hexagon Capital Partners
Arkansas
$1.03M +$25.7K +240 +3%
CWM
2209
Cahaba Wealth Management
Georgia
$1.03M +$263K +2,449 +34%
MCM
2210
McMillion Capital Management
North Carolina
$1.03M – – –
PSP
2211
Principal Street Partners
Tennessee
$1.03M – – –
WFA
2212
WMG Financial Advisors
Tennessee
$1.03M -$142K -1,326 -12%
HFS
2213
Heritage Financial Services
Massachusetts
$1.03M -$3.65K -34 -0.4%
IPW
2214
Impact Partnership Wealth
Georgia
$1.03M +$1.03M +9,559 New
WRPWM
2215
Werba Rubin Papier Wealth Management
California
$1.02M -$4.08K -38 -0.4%
VCM
2216
Vivaldi Capital Management
Illinois
$1.02M +$82.6K +770 +9%
APW
2217
Aurora Private Wealth
New Jersey
$1.02M -$474K -4,418 -32%
EWM
2218
EPG Wealth Management
Georgia
$1.02M -$14.4K -134 -1%
JE
2219
JMAC Enterprises
Pennsylvania
$1.02M -$42.7K -398 -4%
MWPCG
2220
Measured Wealth Private Client Group
New Hampshire
$1.02M -$261K -2,435 -20%
CT
2221
Columbia Trust
Oregon
$1.02M +$9.22K +86 +0.9%
AAA
2222
Adams Asset Advisors
Texas
$1.02M -$218K -2,036 -18%
CBT
2223
Central Bank & Trust
Kentucky
$1.02M +$2.25K +21 +0.2%
AF
2224
Apexium Financial
Texas
$1.02M -$3.54K -33 -0.3%
ZF
2225
Zhang Financial
Michigan
$1.01M -$78.3K -730 -7%
87 88
89
90 91