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Exxon Mobil
XOM

Overview Fund Activity

3,556 hedge funds and large institutions have $281B invested in Exxon Mobil in 2023 Q3 according to their latest regulatory filings, with 180 funds opening new positions, 1,485 increasing their positions, 1,448 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,556
Holders Change
+48
Holders Change %
+1.37%
% of All Funds
56.7%
Holding in Top 10
392
Holding in Top 10 Change
+89
Holding in Top 10 Change %
+29.37%
% of All Funds
6.25%
New
180
Increased
1,485
Reduced
1,448
Closed
90
Calls
$6.92B
Puts
$6.2B
Net Calls
+$719M
Net Calls Change
-$119M

Top Buyers

1
State Street
State Street
Massachusetts
+$529M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$515M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$489M
4
Bank of America
Bank of America
North Carolina
+$367M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$296M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$3.42B
2
GQG Partners
GQG Partners
Florida
-$700M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$686M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$598M
5
BlackRock
BlackRock
New York
-$528M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
2351
Avaii Wealth Management
Wisconsin
$977K +$313K +2,665 +47%
CBFP
2352
Cedar Brook Financial Partners
Ohio
$977K -$92.4K -786 -9%
DI
2353
Diligent Investors
California
$976K +$306K +2,603 +46%
QIM
2354
Quest Investment Management
Oregon
$976K – – –
IWN
2355
Independent Wealth Network
Iowa
$974K +$19K +162 +2%
BAM
2356
Brave Asset Management
New Jersey
$971K – – –
CCM
2357
Coerente Capital Management
Ontario, Canada
$970K -$17.6K -150 -2%
BWP
2358
Balboa Wealth Partners
Arizona
$969K +$196K +1,668 +25%
WF
2359
WoodTrust Financial
Wisconsin
$968K -$35.3K -300 -4%
ACM
2360
Adalta Capital Management
New York
$967K – – –
HCM
2361
HMS Capital Management
Tennessee
$967K – – –
RG
2362
Renaissance Group
Kentucky
$967K -$7.89K -66 -0.8%
HWM
2363
Hohimer Wealth Management
Washington
$965K -$2.35K -20 -0.2%
SFSG
2364
Sound Financial Strategies Group
Mississippi
$962K -$67.3K -572 -7%
BHWM
2365
Beaird Harris Wealth Management
Texas
$962K +$12K +102 +1%
PCTC
2366
Perkins Coie Trust Company
Washington
$962K +$26.9K +229 +3%
MHR
2367
Matthew Hamilton Rosenberg
$960K -$5.64K -48 -0.6%
B
2368
Bridgeworth
Alabama
$959K +$15.4K +131 +2%
HIA
2369
HTG Investment Advisors
Connecticut
$956K +$29.9K +254 +3%
SAMT
2370
Select Asset Management & Trust
Pennsylvania
$955K – – –
MIA
2371
MainStreet Investment Advisors
Illinois
$955K -$124K -1,056 -12%
TCM
2372
Tributary Capital Management
Nebraska
$953K +$47K +400 +5%
FH
2373
FWG Holdings
Florida
$953K +$1.39K +12 +0.1%
CW
2374
Channel Wealth
California
$952K +$48.4K +412 +5%
PIN
2375
Prudent Investors Network
California
$951K +$33.7K +287 +4%
93 94
95
96 97