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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 %
NG
2276
Northstar Group
New York
$958K +$11.4K +106 +1%
DWM
2277
Dechtman Wealth Management
Colorado
$957K +$957K +8,920 New
THWM
2278
Taylor Hoffman Wealth Management
Virginia
$956K +$352K +3,279 +58%
HWP
2279
Heritage Wealth Partners
Ohio
$956K +$366K +3,411 +62%
HJGA
2280
Hardman Johnston Global Advisors
Connecticut
$953K – – –
PWMG
2281
Provence Wealth Management Group
California
$952K +$2.79K +26 +0.3%
KOC
2282
Koss-Olinger Consulting
Florida
$952K -$20.4K -190 -2%
AFS
2283
AFG Fiduciary Services
Massachusetts
$949K – – –
GHAM
2284
Gilman Hill Asset Management
Connecticut
$947K -$18.2K -170 -2%
RBCM
2285
Raub Brock Capital Management
California
$947K – – –
WA
2286
WBH Advisory
Maryland
$946K -$69.3K -646 -7%
CAL
2287
Capital Analysts LLC
Pennsylvania
$945K +$188K +1,750 +25%
LK
2288
Lumbard & Kellner
New Hampshire
$943K – – –
TWM
2289
Tradition Wealth Management
Minnesota
$940K +$26.4K +246 +3%
SFSG
2290
Sound Financial Strategies Group
Mississippi
$939K -$112K -1,044 -11%
WMS
2291
Wealth Management Solutions
Pennsylvania
$937K -$221K -2,062 -19%
TCM
2292
TD Capital Management
Tennessee
$937K +$6.97K +65 +0.7%
FIC
2293
Family Investment Center
Missouri
$936K -$26.5K -247 -3%
SDJVC
2294
St. Denis J. Villere & Co
Louisiana
$935K +$309K +2,879 +49%
SNB
2295
Security National Bank
Nebraska
$933K -$51.9K -484 -5%
SPI
2296
Sutton Place Investors
New York
$931K +$25.8K +241 +3%
WCM
2297
Wealthcare Capital Management
Virginia
$931K +$965 +9 +0.1%
APA
2298
Astoria Portfolio Advisors
New York
$931K +$50K +478 +6%
WCM
2299
Washington Capital Management
Washington
$929K – – –
IP
2300
Isthmus Partners
Wisconsin
$928K +$3.22K +30 +0.3%
90 91
92
93 94