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 %
FH
2351
FWG Holdings
Florida
$881K -$158K -1,476 -15%
PS
2352
Portfolio Strategies
New York
$880K -$107 -1 -0%
PCM
2353
Piedmont Capital Management
Montana
$880K +$68.1K +539 +8%
FUBT
2354
First United Bank & Trust
Maryland
$878K +$69K +643 +9%
FBC
2355
Fairfield, Bush & Co
Connecticut
$878K +$457K +4,264 +109%
Fuller & Thaler Asset Management
2356
Fuller & Thaler Asset Management
California
$875K +$225K +2,096 +35%
F4L
2357
Fortune 45 LLC
Louisiana
$872K -$295K -2,746 -25%
IWN
2358
Independent Wealth Network
Iowa
$871K +$46.4K +433 +6%
SAMT
2359
Select Asset Management & Trust
Pennsylvania
$871K +$68.6K +640 +9%
RG
2360
Renaissance Group
Kentucky
$870K -$57.6K -540 -6%
GLR
2361
Great Lakes Retirement
Ohio
$870K +$14.6K +136 +2%
SFFS
2362
Stonehage Fleming Financial Services
Jersey
$868K – – –
BHWM
2363
Beaird Harris Wealth Management
Texas
$866K -$1.07K -10 -0.1%
NECFA
2364
New England Capital Financial Advisors
Connecticut
$864K +$3K +28 +0.3%
B
2365
Bridgeworth
Alabama
$861K -$195K -1,817 -18%
GCA
2366
Genesee Capital Advisors
New York
$861K +$6.33K +59 +0.7%
BI
2367
Ballast Inc
Kentucky
$860K +$20.7K +193 +2%
PPWM
2368
Paragon Private Wealth Management
Kentucky
$860K +$52.3K +488 +6%
WCG
2369
Weaver Consulting Group
California
$860K +$12K +112 +1%
Blackstone Inc
2370
Blackstone Inc
New York
$860K +$299K +2,790 +53%
LC
2371
Lindbrook Capital
California
$859K +$12.4K +116 +1%
WEPOG
2372
Wealth Enhancement & Preservation of GA
Georgia
$859K +$80.1K +747 +10%
LWMNY
2373
Landmark Wealth Management (New York)
New York
$859K – – –
JHCP
2374
Jackson Hole Capital Partners
Oklahoma
$857K -$53.6K -500 -6%
APC
2375
Asset Planning Corporation
Tennessee
$856K +$5.47K +51 +0.6%
93 94
95
96 97