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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 %
CSWM
2426
Cassady Schiller Wealth Management
Ohio
$805K -$42.9K -400 -5%
CCA
2427
Conservest Capital Advisors
Pennsylvania
$803K +$2.04K +19 +0.3%
GWAM
2428
Guardian Wealth Advisors (Minnesota)
Minnesota
$802K -$10.8K -101 -1%
TCFP
2429
Treasure Coast Financial Planning
Florida
$801K +$18.8K +175 +2%
CD
2430
Chapin Davis
Maryland
$800K -$97.3K -907 -11%
LWM
2431
Lyell Wealth Management
California
$800K -$8.26K -77 -1%
TPM
2432
Triasima Portfolio Management
Quebec, Canada
$799K +$151K +1,062 +23%
AGC
2433
Aspen Grove Capital
Colorado
$797K +$79.9K +745 +11%
LJCM
2434
Lee Johnson Capital Management
Texas
$797K -$157K -1,463 -16%
WFMPM
2435
Woodley Farra Manion Portfolio Management
Indiana
$797K +$225K +2,098 +39%
SIC
2436
Samalin Investment Counsel
New York
$796K -$117K -1,095 -13%
PFA
2437
Pinnacle Family Advisors
Missouri
$796K -$88.1K -821 -10%
PCM
2438
Pointe Capital Management
Michigan
$794K +$6.44K +60 +0.8%
LFG
2439
Larson Financial Group
Missouri
$794K +$103K +963 +15%
TFA
2440
Toth Financial Advisory
Virginia
$791K +$180K +1,682 +30%
JF
2441
JSF Financial
California
$790K +$13K +121 +2%
LWP
2442
Lumature Wealth Partners
Georgia
$790K -$134K -1,249 -15%
CPRC
2443
Consolidated Portfolio Review Corp
New York
$786K +$45.6K +425 +6%
VC
2444
Vestor Capital
Illinois
$779K -$190K -1,770 -20%
CPA
2445
Capital Planning Advisors
California
$778K -$17.2K -160 -2%
FM
2446
Family Management
New York
$778K +$329K +3,066 +73%
UAML
2447
US Asset Management LLC
Pennsylvania
$778K -$858 -8 -0.1%
MM
2448
Meridian Management
Arkansas
$777K -$42.7K -398 -5%
CSPAM
2449
Cary Street Partners Asset Management
Virginia
$774K +$3.54K +33 +0.5%
JWM
2450
JGP Wealth Management
Oregon
$774K +$16K +149 +2%
96 97
98
99 100