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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 %
DPI
2376
Diversified Portfolios Inc
Michigan
$856K -$406K -3,787 -32%
PCTC
2377
Perkins Coie Trust Company
Washington
$853K +$286K +2,665 +50%
SIS
2378
Sound Income Strategies
Florida
$852K +$26.4K +246 +3%
VWA
2379
VERITY Wealth Advisors
United States
$852K -$17.8K -166 -2%
BIA
2380
Barry Investment Advisors
Massachusetts
$851K +$429 +4 +0.1%
ICM
2381
Intrepid Capital Management
Florida
$850K +$9.87K +92 +1%
DWM
2382
Dorchester Wealth Management
Quebec, Canada
$847K – – –
PFA
2383
Pettinga Financial Advisors
Indiana
$847K -$21.2K -198 -2%
RIM
2384
Reliant Investment Management
Tennessee
$847K – – –
NJBEST
2385
New Jersey Better Educational Savings Trust
New Jersey
$845K – – –
CMS
2386
Capital Market Strategies
Florida
$845K +$845K +7,882 New
HIA
2387
HTG Investment Advisors
Connecticut
$845K – – –
KCM
2388
KRS Capital Management
Michigan
$845K +$3.86K +36 +0.5%
LWM
2389
Lodestone Wealth Management
Washington
$843K +$33.1K +309 +4%
LWA
2390
Lineweaver Wealth Advisors
Ohio
$842K +$35.1K +327 +4%
MWA
2391
Moser Wealth Advisors
Washington
$841K +$841K +7,842 New
BPFA
2392
Barnes Pettey Financial Advisors
Mississippi
$838K +$5.58K +52 +0.7%
NICM
2393
Neo Ivy Capital Management
New York
$837K +$837K +7,800 New
PIN
2394
Prudent Investors Network
California
$837K -$7.08K -66 -0.8%
LC
2395
Lincoln Capital
Nebraska
$835K +$107 +1 +0%
AA
2396
Aufman Associates
Pennsylvania
$834K -$54.5K -508 -6%
WP
2397
WealthShield Partners
North Carolina
$833K +$28.4K +265 +4%
LAM
2398
Lountzis Asset Management
Pennsylvania
$832K -$22.4K -200 -3%
WCM
2399
Weik Capital Management
Pennsylvania
$830K -$5.36K -50 -0.6%
CA
2400
Centerpoint Advisors
Massachusetts
$829K -$42.9K -400 -5%
94 95
96
97 98