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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 %
WWP
2451
WR Wealth Planners
Missouri
$773K +$251K +2,343 +48%
CCMW
2452
Cypress Capital Management (Wyoming)
Wyoming
$771K – – –
HCA
2453
Horan Capital Advisors
Ohio
$770K +$214 +2 +0%
FFA
2454
Farther Finance Advisors
California
$768K +$158K +1,475 +26%
FWM
2455
FSA Wealth Management
Massachusetts
$768K +$2.04K +19 +0.3%
UFF
2456
USA Financial Formulas
Michigan
$767K -$200K -1,869 -21%
FAT
2457
First American Trust
California
$767K -$167K -1,555 -18%
GWP
2458
Gateway Wealth Partners
Wisconsin
$766K +$266K +2,483 +53%
RAM
2459
Redmond Asset Management
Virginia
$762K – – –
RFM
2460
Royal Fund Management
Florida
$761K -$8.69K -81 -1%
DC
2461
Diametric Capital
Massachusetts
$761K +$761K +7,092 New
WAM
2462
Winslow Asset Management
Ohio
$760K – – –
ONST
2463
Old North State Trust
North Carolina
$758K – – –
KBFS
2464
Kohmann Bosshard Financial Services
Ohio
$758K +$332K +3,099 +78%
Jacobs Levy Equity Management
2465
Jacobs Levy Equity Management
New Jersey
$752K -$164K -1,533 -18%
MW
2466
MBL Wealth
North Carolina
$751K -$13K -121 -2%
WHAM
2467
Windmill Hill Asset Management
United Kingdom
$751K – – –
TFO
2468
Tarbox Family Office
California
$750K -$4.61K -43 -0.6%
LA
2469
Lifeworks Advisors
Michigan
$750K -$16.3K -152 -2%
AIM
2470
Alhambra Investment Management
Florida
$750K -$2.68K -25 -0.4%
AIA
2471
Arbor Investment Advisors
North Carolina
$749K +$1.61K +15 +0.2%
TA
2472
Townsend & Associates
Colorado
$748K +$82.9K +784 +12%
MWM
2473
MBE Wealth Management
Wisconsin
$747K +$751 +7 +0.1%
EAM
2474
Empirical Asset Management
Massachusetts
$746K +$2.36K +22 +0.3%
CWA
2475
CM Wealth Advisors
Ohio
$745K +$54.4K +522 +8%
97 98
99
100 101