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Hedge Fund Activity Shows Notable Changes in Exxon Mobil Holdings
Recent 13F filings reveal that Exxon Mobil Corp (Symbol: XOM) was held by 20 hedge funds during the 03/31/2025 reporting period. When multiple hedge fund managers align in their positions, it’s insightful to examine their strategies more closely.
However, it’s crucial to recognize that 13F filings only provide a partial view. Funds must disclose long positions with the SEC but are not obligated to reveal short positions. A fund may seem bullish by holding shares but could simultaneously be employing bearish strategies, such as shorting calls. This duality can create a misleading impression regarding their overall sentiment.
Despite this limitation, analyzing groups of 13F filings can yield valuable insights, especially when comparing different holding periods. Below is a summary of the changes in XOM positions for this recent set of 13F disclosures:
| Fund | New Position? | Change In Share Count | Change In Market Value ($ in 1000’s) |
|---|---|---|---|
| Nicolet Advisory Services LLC | Existing | +1,547 | +$611 |
| Momentous Wealth Management Inc. | Existing | +3,227 | +$420 |
| Shufro Rose & Co. LLC | Existing | +1,022 | +$780 |
| Invictus Private Wealth LLC | Existing | –583 | +$1,283 |
| Wealthquest Corp | Existing | +11 | +$145 |
| MGO One Seven LLC | Existing | +7,576 | +$2,122 |
| Sound View Wealth Advisors Group LLC | Existing | –7,043 | –$47 |
| Goodman Financial Corp | Existing | –551 | +$121 |
| Collaborative Wealth Management Inc. | Existing | +1 | +$37 |
| Lyell Wealth Management LP | Existing | –275 | +$179 |
| Grantvest Financial Group LLC | Existing | +11 | +$44 |
| Cordatus Wealth Management LLC | Existing | +313 | +$122 |
| Alpha Omega Group Inc. | Existing | UNCH | +$135 |
| Tillman Hartley LLC | Existing | UNCH | +$52 |
| Menard Financial Group LLC | Existing | –282 | +$226 |
| Abacus Wealth Partners LLC | Existing | –944 | –$74 |
| Hoxton Planning & Management LLC | NEW | +8,059 | +$958 |
| RVW Wealth LLC | Existing | +3,026 | +$420 |
| Peninsula Asset Management Inc. | Existing | –357 | +$226 |
| Davis R M Inc. | Existing | +23,632 | +$7,601 |
| Aggregate Change: | +38,390 | +$15,361 | |
Overall, ten funds increased their XOM positions between 12/31/2024 and 03/31/2025, while seven reduced their holdings, and one initiated a new position. Notably, Towercrest Capital Management exited its XOM holdings as of 03/31/2025.
Taking a broader view, we aggregated the XOM share count across all hedge funds holding it as of 03/31/2025. This data shows that the total share count decreased by 5,324,616 shares, from 604,450,387 to 599,125,771, marking a decline of about -0.88%. The top three funds holding XOM at this date were:
We will continue to monitor the latest 13F filings by hedge fund managers and highlight significant trends from the aggregated data. While individual filings can be somewhat opaque, looking at trends across multiple funds over time can reveal critical investment insights, particularly concerning Exxon Mobil Corp (Symbol: XOM).
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Also see:
• Top Ten Hedge Funds Holding SBM
• CMA Options Chain
• Funds Holding SLN
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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