Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Exxon Mobil Corp (XOM)

5K + Investors. Track Smart Money conviction in XOM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +270
Streak
3Q ▲
Buyers last Q
50%

Smart Money Signals — XOM

Based on 4769 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, 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
4,769 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 — +15% more funds vs a year ago

fund count last 6Q
+607 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

2306 buying2295 selling
Last quarter: 2,306 funds bought or added vs 2,295 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.
⚠️

Fewer new buyers each quarter (-55 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 204 → 208 → 530 → 475. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 16% medium ■ 15% new
3,299 out of 4,769 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.
💰

Price up while funds trimmed (+34% value, -3% shares)

Value
+33%
Shares
-3%
Last quarter: total value of institutional XOM holdings rose +34% even though funds reduced share count by 3%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
🚀

Acceleration phase — new buyers rushing in

256 → 204 → 208 → 530 → 475 new funds/Q
New funds entering each quarter: 204 → 208 → 530 → 475. 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.
🏛️

Veteran-anchored — 70% veterans vs 17% newcomers

■ 70% veterans ■ 13% 1-2yr ■ 17% new
Entry-cohort mix of 4,886 holders: 3,430 (70%) are 2+ year veterans, 611 entered 1–2 years ago, and 845 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
72 of 4745 holders are among the 100 largest funds by AUM, controlling 52% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

Institutional Sentiment Summary — XOM

In 2026 Q1, 2306 hedge funds were net buyers of XOM (475 opened a new position, 1831 added to an existing one), while 2295 reduced or exited (2090 trimmed, 205 sold completely) — a 50% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 52% of total institutional value in XOM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +270 funds (more new holders than closures). Total institutional holders: 4769.

Hedge Fund Ownership: XOM

How many hedge funds hold XOM — quarterly history vs. share price
Quarterly hedge fund ownership of XOM vs. share price

Market Analysis: XOM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XOM

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Exxon Mobil Corp (XOM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much XOM has moved relative to its sector benchmark (XLE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
XOM
-18.8%
XLE
-12.2%

XOM outperformed XLE by -6.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
XOM
-12.7%
XLE
-9.5%

Since the filing became public, XOM outperformed XLE by -3.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

175 top-rated funds 214 high-conviction
Consensus
9.7
/ 10
breadth
×
Elite
9.1
/ 10
conviction
Hedge Fund Positioning: XOM
5K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 4704 4498 4.58%
13F Shares 2.74B 2.83B -3.08%
Total Value $448.43B $335.98B 33.47%
New Positions 455 530 -75
Increased Positions 1788 1903 -115
Closed Positions 249 183 +66
Reduced Positions 2026 1626 +400
Total Calls 66 71 -7.04%
Total Puts 69 61 13.11%
PUT/CALL Ratio 1.05 0.86 Neutral

Statistics: XOM

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

5K + investors

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

QUARTER:
Top 25 XOM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Doliver Advisors, LP 40.61% 1,053,078 $178.7M
2 Luts & Greenleigh Group, INC. 31.39% 233,646 $39.6M
3 Adams Natural Resources Fund, INC. 26.25% 1,334,555 $226.4M
4 BancFirst Trust & Investment Management 24.94% 329,155 $56.4M
5 Diversified Investment Strategies, LLC 21.69% 200,154 $34.0M
6 Miller Wealth Advisors, LLC 19.04% 291,513 $49.5M
7 Lloyd Harbor Capital Management, LLC 15.05% 217,000 $36.8M
8 Sunbelt Securities, Inc. 14.47% 1,351,473 $229.3M
9 Lloyd Harbor Capital Management, LLC 11.79% 170,000 $28.8M
10 Solus Alternative Asset Management LP 9.37% 205,310 $34.8M
11 Act Capital Management, LLC 9.33% 70,000 $11.9M
12 Western Reserve Capital Management, LLC 9.06% 65,088 $11.0M
13 Spurstone Advisory Services, LLC 9.00% 3,098 $526K
14 California First Leasing Corp 8.74% 160,800 $27.3M
15 Philip James Wealth Mangement, LLC 8.59% 440,240 $74.7M
16 Foundation Resource Management Inc 8.06% 421,849 $71.6M
17 Slocum, Gordon & Co LLP 8.05% 69,724 $11.8M
18 Mizuho Markets Cayman LP 8.03% 880,159 $149.3M
19 Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 8.02% 63,489 $10.8M
20 Enzi Wealth 8.01% 136,052 $23.1M
21 Bogart Wealth, LLC 7.95% 1,216,193 $206.3M
22 Rossmore Private Capital 7.90% 530,457 $90.0M
23 Hatch Cove Capital, LLC 7.63% 117,900 $20.0M
24 Concorde Financial Corp 7.44% 55,858 $9.5M
25 Steadtrust LLC 7.26% 75,488 $12.8M
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 — 3 quarters in a row: For 3 consecutive quarters, 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 — 50% buying: Last quarter: 2,306 funds bought or added vs 2,295 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 — 52% AUM from top-100 funds: 72 of 4745 holders are among the 100 largest funds by AUM, controlling 52% 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?

69% of holders stayed for 2+ years: 3,299 out of 4,769 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.

Is it too late to buy Exxon Mobil Corp (XOM) following the 2026 Q1 hedge fund 13F filings?

As of today, XOM has moved -12.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to -9.5% for the XLE sector ETF — an outperformance of -3.2%. Since the quarter end (March 31, 2026), XOM has gained -18.8% vs -12.2% for XLE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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