XOM icon

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 %
WA1
2301
Wimmer Associates 1
California
$928K -$5.04K -47 -0.5%
PA
2302
Perennial Advisors
New York
$925K -$4.29K -40 -0.5%
AC
2303
ASB Consultores
Florida
$924K +$2.68K +25 +0.3%
NBT
2304
Northwest Bank & Trust
Iowa
$924K +$924K +8,617 New
SCA
2305
STALEY CAPITAL ADVISERS
Pennsylvania
$923K +$4.29K +40 +0.5%
WAOTB
2306
Wealth Advisors of Tampa Bay
Florida
$923K -$16.1K -150 -2%
IDBONY
2307
Israel Discount Bank of New York
New York
$922K -$104K -967 -10%
OCG
2308
Opus Capital Group
Ohio
$921K -$16K -149 -2%
DWMS
2309
Dominguez Wealth Management Solutions
Virginia
$920K -$44.9K -419 -5%
ICM
2310
IMS Capital Management
Oregon
$920K +$344K +3,205 +60%
FWMM
2311
Foundation Wealth Management (Missouri)
Missouri
$918K +$107 +1 +0%
MLFP
2312
MPS Loria Financial Planners
Illinois
$917K -$104K -974 -10%
WF
2313
WoodTrust Financial
Wisconsin
$915K +$32.2K +300 +4%
Wolverine Trading
2314
Wolverine Trading
Illinois
$915K +$915K +8,571 New
TWM
2315
Triton Wealth Management
Arizona
$913K -$5.13K -49 -0.6%
DL
2316
DOHJ LLC
Washington
$912K +$55.2K +515 +6%
MFS
2317
Monetta Financial Services
Illinois
$912K – – –
AC
2318
Avenir Corporation
Virginia
$911K – – –
TLA
2319
Tanglewood Legacy Advisors
Texas
$910K +$380K +3,544 +72%
RBFC
2320
Roman Butler Fullerton & Co
Missouri
$910K -$301K -2,959 -25%
BONST
2321
Bank of Nova Scotia Trust
Ontario, Canada
$909K +$32.2K +300 +4%
JFA
2322
JNBA Financial Advisors
Minnesota
$908K -$31.3K -292 -3%
OWA
2323
Octavia Wealth Advisors
Ohio
$908K -$67.9K -633 -7%
AFT
2324
Alpha Family Trust
California
$907K +$52.6K +490 +6%
AWA
2325
Aletheian Wealth Advisors
Washington
$907K +$610K +5,690 +206%
91 92
93
94 95