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Exxon Mobil
XOM

Overview Fund Activity

2,461 hedge funds and large institutions have $98.4B invested in Exxon Mobil in 2020 Q2 according to their latest regulatory filings, with 162 funds opening new positions, 902 increasing their positions, 1,220 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,461
Holders Change
+24
Holders Change %
+0.98%
% of All Funds
50.59%
Holding in Top 10
77
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-8.33%
% of All Funds
1.58%
New
162
Increased
902
Reduced
1,220
Closed
115
Calls
$1.85B
Puts
$2.3B
Net Calls
-$453M
Net Calls Change
-$1.14M

Top Buyers

1
State Street
1
State Street
Massachusetts
$9.89B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.29B
3
Morgan Stanley
3
Morgan Stanley
New York
$1.08B
4
PPA
4
Parametric Portfolio Associates
Washington
$501M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$572M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.5B
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$117M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$442M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$16.2B
5
First Trust Advisors
5
First Trust Advisors
Illinois
$30.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWRC
2251
R.W. Roge & Company
New York
$219K +$219K +4,888 New
SW
2252
SkyOak Wealth
Michigan
$219K +$219K +4,894 New
DI
2253
Diligent Investors
California
$219K +$219K +4,902 New
RFWA
2254
RPg Family Wealth Advisory
Massachusetts
$219K – – –
ICM
2255
IMS Capital Management
Oregon
$218K +$218K +4,877 New
UWPG
2256
Ullmann Wealth Partners Group
Florida
$218K +$218K +4,882 New
PFM
2257
Peak Financial Management
Massachusetts
$217K +$217K +4,841 New
JFGLC
2258
Johnson Financial Group LLC (Colorado)
Colorado
$216K -$815K -18,236 -79%
CAL
2259
Capital Analysts LLC
Pennsylvania
$216K -$8.46K -189 -4%
HCM
2260
Heathbridge Capital Management
Ontario, Canada
$215K -$231K -5,150 -52%
PCM
2261
Perritt Capital Management
Illinois
$215K -$211K -4,715 -50%
DI
2262
Disciplined Investments
Oklahoma
$215K -$6.13K -137 -3%
PIA
2263
Perennial Investment Advisors
California
$215K +$215K +4,815 New
LAS
2264
Lloyd Advisory Services
Georgia
$214K -$17.8K -398 -8%
AFM
2265
Andesa Financial Management
Pennsylvania
$214K +$214K +4,764 New
RHFI
2266
Reilly Herbert Faulkner III
$214K +$214K +4,795 New
GWCM
2267
Godshalk Welsh Capital Management
Pennsylvania
$213K -$33.5K -750 -14%
LWP
2268
Legacy Wealth Planning
Nevada
$213K +$213K +4,767 New
IFS
2269
Ifrah Financial Services
Arkansas
$213K +$213K +4,770 New
SIA
2270
Starfire Investment Advisers
Michigan
$213K +$213K +4,777 New
LC
2271
Landaas & Company
Wisconsin
$211K +$211K +4,709 New
SIC
2272
Schwartz Investment Counsel
Michigan
$211K +$211K +4,712 New
AFA
2273
Atlanta Financial Associates
Georgia
$211K +$211K +4,719 New
MFW
2274
Mosaic Family Wealth
Missouri
$210K -$110K -2,448 -34%
WCG
2275
Weaver Consulting Group
California
$210K -$21K -470 -9%
89 90
91
92 93