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Exxon Mobil

3,732 hedge funds and large institutions have $251B invested in Exxon Mobil in 2023 Q4 according to their latest regulatory filings, with 395 funds opening new positions, 1,534 increasing their positions, 1,452 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,732
Holders Change
+176
Holders Change %
+4.95%
% of All Funds
54.71%
Holding in Top 10
236
Holding in Top 10 Change
-156
Holding in Top 10 Change %
-39.8%
% of All Funds
3.46%
New
395
Increased
1,534
Reduced
1,452
Closed
157
Calls
$6.37B
Puts
$5.76B
Net Calls
+$616M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Shares
Change %
CBFP
2451
Cedar Brook Financial Partners
Ohio
$848K +$27.8K +282 +3%
WFA
2452
WMG Financial Advisors
Tennessee
$846K -$21K -210 -2%
WAOTB
2453
Wealth Advisors of Tampa Bay
Florida
$846K -$846K -8,460 -50%
PWC
2454
PYA Waltman Capital
Tennessee
$845K
IDBONY
2455
Israel Discount Bank of New York
New York
$844K -$2.1K -21 -0.2%
TLA
2456
Tanglewood Legacy Advisors
Texas
$844K -$3.9K -39 -0.5%
NG
2457
Northstar Group
New York
$840K -$39.9K -399 -5%
WP
2458
WealthShield Partners
North Carolina
$838K -$47.3K -473 -5%
RIM
2459
RW Investment Management
Idaho
$838K +$2.9K +29 +0.3%
CAL
2460
Capital Analysts LLC
Pennsylvania
$838K -$60.6K -606 -7%
TWM
2461
Tradition Wealth Management
Minnesota
$838K +$29.1K +291 +4%
MFT
2462
Moisand Fitzgerald Tamayo
Florida
$837K
LRIA
2463
Leonard Rickey Investment Advisors
Washington
$837K +$2.8K +28 +0.3%
WCM
2464
Wealthcare Capital Management
Virginia
$837K -$6.8K -68 -0.8%
ACM
2465
Argyle Capital Management
Pennsylvania
$837K -$550K -5,500 -40%
OCG
2466
Opus Capital Group
Ohio
$835K -$5.8K -58 -0.7%
OWA
2467
Octavia Wealth Advisors
Ohio
$835K -$89.9K -899 -10%
SCP
2468
Sivia Capital Partners
California
$830K +$830K +8,306 New
QIM
2469
Quest Investment Management
Oregon
$830K
PIA
2470
Perennial Investment Advisors
California
$829K +$59.2K +592 +8%
DI
2471
Diligent Investors
California
$825K -$4.7K -47 -0.6%
LAIC
2472
Lederer & Associates Investment Counsel
California
$825K -$632K -6,322 -43%
BHWM
2473
Beaird Harris Wealth Management
Texas
$825K +$6.9K +69 +0.8%
FA
2474
Fiducient Advisors
Illinois
$824K +$35.5K +355 +5%
BEAM
2475
Baker Ellis Asset Management
Washington
$824K +$516K +5,160 +168%