EXXON MOBIL CORP (XOM): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

EXXON MOBIL CORP (XOM)

4K + Investors. Track Smart Money conviction in XOM. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — XOM

Based on 4159 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added XOM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

4,159 hedge funds hold XOM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q

+271 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 57% buying

2289 buying1708 selling

Last quarter: 2,289 funds bought or added vs 1,708 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

📈

More new buyers each quarter (+286 vs last Q)

new funds entering per quarter

Funds opening a new XOM position: 229 → 173 → 182 → 468. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

74% of holders stayed for 2+ years

■ 74% conviction (2yr+) ■ 14% medium ■ 11% new

3,098 out of 4,159 hedge funds have held XOM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

🚀

Acceleration phase — new buyers rushing in

358 → 229 → 173 → 182 → 468 new funds/Q

New funds entering each quarter: 229 → 173 → 182 → 468. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Deep conviction — 73% of holders stayed 2+ years

■ 73% veterans ■ 10% 1-2yr ■ 17% new

Of 4,269 current holders: 3,113 (73%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

🏆

Elite ownership — 64% AUM from top-100 funds

64% from top-100 AUM funds

48 of 4159 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in XOM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.3

out of 10

Low Exit Risk

Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	4269	3977	7.34%
13F Shares	2.78B	2.73B	1.98%
Total Value	$331.58B	$304.04B	9.06%
New Positions	477	193	+284
Increased Positions	1959	1833	+126
Closed Positions	180	202	-22
Reduced Positions	1673	1732	-59
Total Calls	70	69	1.45%
Total Puts	61	64	-4.69%
PUT/CALL Ratio	0.87	0.93	Neutral

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

4269

3977

7.34%

13F Shares

2.78B

2.73B

1.98%

Total Value

$331.58B

$304.04B

9.06%

New Positions

477

193

+284

Increased Positions

1959

1833

+126

Closed Positions

180

202

-22

Reduced Positions

1673

1732

-59

Total Calls

1.45%

Total Puts

-4.69%

PUT/CALL Ratio

0.87

0.93

Neutral

Institutional Holders (2026 Q1)

4K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in XOM. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of XOM — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	DOLIVER ADVISORS, LP	40.61%	1,053,078	$178.7M
2	ADAMS NATURAL RESOURCES FUND, INC.	26.25%	1,334,555	$226.4M
3	BancFirst Trust & Investment Management	24.94%	329,155	$56.4M
4	Diversified Investment Strategies, LLC	21.69%	200,154	$34.0M
5	MILLER WEALTH ADVISORS, LLC	19.04%	291,513	$49.5M
6	Western Reserve Capital Management, LLC	9.06%	65,088	$11.0M
7	Spurstone Advisory Services, LLC	9.00%	3,098	$526K
8	CALIFORNIA FIRST LEASING CORP	8.74%	160,800	$27.3M
9	Philip James Wealth Mangement, LLC	8.59%	440,240	$74.7M
10	FOUNDATION RESOURCE MANAGEMENT INC	8.06%	421,849	$71.6M
11	Slocum, Gordon & Co LLP	8.05%	69,724	$11.8M
12	ENZI WEALTH	8.01%	136,052	$23.1M
13	Bogart Wealth, LLC	7.95%	1,216,193	$206.3M
14	Rossmore Private Capital	7.90%	530,457	$90.0M
15	HATCH COVE CAPITAL, LLC	7.63%	117,900	$20.0M
16	Steadtrust LLC	7.26%	75,488	$12.8M
17	Artesa Financial Group, LLC	7.24%	44,747	$7.6M
18	LGT Financial Advisors LLC	6.91%	7,946	$1.3M
19	Clear Trail Advisors, LLC	6.68%	236,612	$40.1M
20	Essex Bank	6.54%	174,384	$29.6M
21	CHILDRESS CAPITAL ADVISORS, LLC	6.48%	211,859	$35.9M
22	Boit C F David	6.33%	84,053	$14.3M
23	BAXTER BROS INC	5.72%	273,020	$46.3M
24	BRIAN LOW FINANCIAL GROUP, LLC	5.54%	48,040	$8.2M
25	Clarus Group, Inc.	5.46%	89,761	$15.2M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — EXXON MOBIL CORP (XOM)

What does the Smart Money Trend signal show for XOM?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added XOM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for XOM?

Slight buying edge — 57% buying: Last quarter: 2,289 funds bought or added vs 1,708 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for XOM holders?

Elite ownership — 64% AUM from top-100 funds: 48 of 4159 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in XOM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held XOM?

74% of holders stayed for 2+ years: 3,098 out of 4,159 hedge funds have held XOM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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EXXON MOBIL CORP (XOM)

Smart Money Signals — XOM

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +7% more funds vs a year ago

Slight buying edge — 57% buying

More new buyers each quarter (+286 vs last Q)

74% of holders stayed for 2+ years

Acceleration phase — new buyers rushing in

Deep conviction — 73% of holders stayed 2+ years

Elite ownership — 64% AUM from top-100 funds

Hedge Fund Ownership: XOM

Market Analysis: XOM

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: XOM

Hedge Fund Positioning: XOM

Statistics: XOM

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — EXXON MOBIL CORP (XOM)

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