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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 %
BAM
2226
BOS Asset Management
Illinois
$1.01M -$35.8K -334 -3%
SIA
2227
SeaBridge Investment Advisors
New Jersey
$1.01M +$303K +2,828 +43%
LPAM
2228
Lodestar Private Asset Management
California
$1.01M +$38K +354 +4%
HFA
2229
High Falls Advisors
New York
$1.01M -$5.04K -47 -0.5%
Kayne Anderson Rudnick Investment Management
2230
Kayne Anderson Rudnick Investment Management
California
$1.01M +$134K +1,252 +15%
DLHL
2231
Donald L. Hagan LLC
Florida
$1.01M – – –
AC
2232
Avestar Capital
New York
$1.01M +$63.6K +593 +7%
MCP
2233
Mirador Capital Partners
California
$1M +$165K +1,535 +20%
FNBSF
2234
First National Bank Sioux Falls
South Dakota
$1M – – –
AC
2235
AIFG Consultants
New York
$1M +$2.25K +21 +0.2%
SCM
2236
SOL Capital Management
Maryland
$1M -$21.5K -200 -2%
CCP
2237
Carmel Capital Partners
California
$999K +$13K +121 +1%
GWSG
2238
GPS Wealth Strategies Group
Colorado
$998K -$15.6K -145 -2%
FCA
2239
FinTrust Capital Advisors
South Carolina
$996K – – –
Edgewood Management
2240
Edgewood Management
Connecticut
$995K -$16.7K -156 -2%
PG
2241
Proffitt & Goodson
Tennessee
$994K -$73.8K -688 -7%
RFA
2242
RTD Financial Advisors
Pennsylvania
$994K -$144K -1,345 -13%
KC
2243
Kenfarb & Co
Kentucky
$994K -$15.1K -141 -1%
PWM
2244
Paulson Wealth Management
Illinois
$991K +$120K +1,120 +14%
FFWA
2245
FRG Family Wealth Advisors
Washington
$989K +$131K +1,225 +15%
TCA
2246
Trifecta Capital Advisors
Illinois
$989K +$273K +2,545 +38%
BCP
2247
Blue Chip Partners
Michigan
$989K +$9.22K +86 +0.9%
UF
2248
Univest Financial
Pennsylvania
$986K – – –
PFT
2249
Providence First Trust
Arizona
$986K -$32.4K -302 -3%
ML
2250
McAdam LLC
Pennsylvania
$986K +$103K +962 +12%
88 89
90
91 92