Is Exxon Mobil (NYSE:XOM) Seeing Shifts in Institutional Holdings?

2 min read | February 11, 2025 04:37 AM PST | By Team Kalkine Media

Is Exxon Mobil (NYSE:XOM) Seeing Shifts in Institutional Holdings? — Image source: Shutterstock

Institutional Changes in Exxon Mobil Holdings

Woodward Diversified Capital LLC decreased its holdings in Exxon Mobil (NYSE:XOM) by 7.2% during the fourth quarter. According to its most recent SEC filing, the firm now owns 63,831 shares after reducing its position by 4,926 shares. As of the latest report, Exxon Mobil comprises approximately 5.0% of Woodward Diversified Capital LLC's total assets, making it the fourth-largest component of the firm's portfolio. The total value of these holdings stood at $6,866,000 at the time of filing.

Additional Institutional Activity

Several other institutional investors and hedge funds have made adjustments to their Exxon Mobil positions in recent months. Keystone Financial Group Inc. added a new position during the fourth quarter. Retirement Wealth Solutions LLC also increased its holdings in Exxon Mobil shares within the same period.

Similarly, Peterson Financial Group Inc. established a new stake in Exxon Mobil during the third quarter. Highline Wealth Partners LLC followed a similar approach, acquiring shares in the company. Harbor Capital Advisors Inc. also entered a position in Exxon Mobil in the third quarter.

Hedge Fund and Institutional Ownership

Currently, institutional investors and hedge funds collectively own 61.8% of Exxon Mobil shares. This significant level of institutional involvement underscores continued engagement from major financial entities. Adjustments in these holdings suggest shifts in broader investment strategies related to Exxon Mobil.

Sector Outlook and Exxon Mobil’s Position

Operating within the energy sector, Exxon Mobil remains one of the key entities in oil and gas production. With various institutional firms making modifications to their holdings, the company continues to attract attention from major financial groups.

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