ExxonMobil Holdings Corp
XOM- Exchange
- NYSE
- Industry
- Petroleum Refining
- SEC CIK
- 0002115436
No open-market purchases or sales by ExxonMobil Holdings Corp insiders were filed in the last 90 days; 4,291 institutions reported holding it in 13F filings for Q2 2026, worth $371.8B in total; 3 superinvestors hold it, including Gardner Russo & Quinn and Semper Augustus.
13F holders, Q2 2023
Institutional positions in ExxonMobil Holdings Corp as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,534
- +48 vs. Q1 2023
- Shares held
- 2.40B
- −32.1M (−1.3%) vs. Q1 2023
- Total value
- $256.7B
- −$8.75B (−3.3%) vs. Q1 2023
- New holders
- 149
- 1,428 more added
- Sold out
- 101
- 1,501 more reduced
33 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting XOM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,291 | $371.8B |
| Q1 2026 | 4,806 | $464.1B |
| Q4 2025 | 4,570 | $332.7B |
| Q3 2025 | 4,228 | $304.9B |
| Q2 2025 | 4,216 | $301.9B |
| Q1 2025 | 4,273 | $336.0B |
| Q4 2024 | 4,277 | $304.2B |
| Q3 2024 | 3,936 | $332.3B |
| Q2 2024 | 3,934 | $325.7B |
| Q1 2024 | 3,808 | $289.6B |
| Q4 2023 | 3,764 | $245.3B |
| Q3 2023 | 3,584 | $281.2B |
| Q2 2023 | 3,534 | $256.7B |
| Q1 2023 | 3,519 | $265.9B |
| Q4 2022 | 3,543 | $268.8B |
| Q3 2022 | 3,222 | $211.7B |
| Q2 2022 | 3,212 | $206.0B |
| Q1 2022 | 3,200 | $195.1B |
| Q4 2021 | 3,011 | $140.5B |
| Q3 2021 | 2,728 | $132.1B |
| Q2 2021 | 2,756 | $140.8B |
| Q1 2021 | 2,704 | $124.0B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding ExxonMobil Holdings Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Interchange Capital Partners, LLC | 3,942 | $423.8K | 0.32% | +2,094+113.3% | Added |
| Defined Wealth Management, LLC | 3,955 | $424.2K | 0.36% | +17+0.4% | Added |
| Gsa Capital Partners LLP | 3,966 | $425.0K | 0.04% | +3,966 | New |
| Zuckerman Investment Group, LLC | 3,968 | $425.6K | 0.06% | −15−0.4% | Reduced |
| Blue Fin Capital, Inc. | 3,974 | $426.2K | 0.12% | +50+1.3% | Added |
| GeoWealth Management, LLC | 3,998 | $427.0K | 0.05% | −15−0.4% | Reduced |
| Waterloo Capital, L.P. | 3,984 | $427.3K | 0.13% | −916−18.7% | Reduced |
| Madison Wealth Partners, Inc | 3,991 | $428.1K | 0.20% | +128+3.3% | Added |
| RBF Capital, LLC | 4,000 | $429.0K | 0.03% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 4,000 | $429.0K | 0.46% | 00.0% | Unchanged |
| Options Solutions, LLC | 4,000 | $429.0K | 0.42% | 00.0% | Unchanged |
| Souders Financial Advisors | 4,006 | $429.6K | 0.08% | +81+2.1% | Added |
| Atticus Wealth Management, LLC | 4,014 | $430.5K | 0.16% | 00.0% | Unchanged |
| McNamara Financial Services, Inc. | 4,070 | $431.3K | 0.10% | −17−0.4% | Reduced |
| WestHill Financial Advisors, Inc. | 4,023 | $431.5K | 0.12% | +1,364+51.3% | Added |
| Wallace Advisory Group, LLC | 3,935 | $431.5K | 0.33% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 4,028 | $432.0K | 0.20% | −590−12.8% | Reduced |
| Transatlantique Private Wealth LLC | 4,029 | $432.1K | 0.23% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 4,031 | $432.3K | 0.20% | −184−4.4% | Reduced |
| Advisory Resource Group | 4,034 | $432.6K | 0.12% | +62+1.6% | Added |
| My Legacy Advisors, LLC | 4,139 | $432.7K | 0.17% | −30−0.7% | Reduced |
| Trail Ridge Investment Advisors, LLC | 4,035 | $432.8K | 0.27% | 00.0% | Unchanged |
| Burton Enright Welch | 4,038 | $433.0K | 0.14% | +55+1.4% | Added |
| Tempus Wealth Planning, LLC | 4,040 | $433.3K | 0.20% | +3+0.1% | Added |
| LifePlan Investment Advisors, Inc. | 4,045 | $433.9K | 0.48% | +4,045 | New |
| Levy Wealth Management Group, LLC | 4,048 | $434.2K | 0.13% | +18+0.4% | Added |
| Crown Wealth Group, LLC | 4,057 | $435.1K | 0.34% | +597+17.3% | Added |
| Pasadena Private Wealth, LLC | 4,063 | $435.8K | 0.12% | +241+6.3% | Added |
| SRB Corp | 4,064 | $435.9K | 0.03% | +794+24.3% | Added |
| Precision Wealth Strategies, LLC | 4,067 | $436.2K | 0.71% | −506−11.1% | Reduced |
| Sather Financial Group Inc | 4,068 | $436.3K | 0.03% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 4,073 | $436.8K | 0.16% | −1,482−26.7% | Reduced |
| Keene & Associates, Inc. | 4,080 | $437.5K | 0.34% | +200+5.2% | Added |
| Rock Point Advisors, LLC | 4,080 | $437.6K | 0.14% | −100−2.4% | Reduced |
| N.E.W. Advisory Services LLC | 4,083 | $437.9K | 0.06% | +49+1.2% | Added |
| Norris Perne & French LLP | 4,084 | $438.0K | 0.04% | +64+1.6% | Added |
| Southland Equity Partners LLC | 4,086 | $438.2K | 0.15% | −67−1.6% | Reduced |
| Security Financial Services, INC. | 4,090 | $438.7K | 0.12% | 00.0% | Unchanged |
| Arlington Partners LLC | 4,091 | $438.8K | 0.07% | +252+6.6% | Added |
| Safeguard Financial, LLC | 4,104 | $440.0K | 0.21% | +158+4.0% | Added |
| PRW Wealth Management LLC | 4,341 | $440.1K | 0.15% | +41+1.0% | Added |
| Orca Investment Management, LLC | 4,106 | $440.4K | 0.48% | +38+0.9% | Added |
| First International Bank & Trust | 4,118 | $441.7K | 0.14% | −47−1.1% | Reduced |
| Alta Wealth Advisors LLC | 4,131 | $443.0K | 0.26% | +4,131 | New |
| Northwest Quadrant Wealth Management, LLC | 4,143 | $444.3K | 0.12% | +12+0.3% | Added |
| Truepoint, Inc. | 4,146 | $444.7K | 0.01% | +724+21.2% | Added |
| Financial Planning & Information Services, Inc. | 4,150 | $445.1K | 0.08% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 4,150 | $445.1K | 0.08% | 00.0% | Unchanged |
| Jacobsen Capital Management | 4,152 | $445.3K | 0.23% | −1,028−19.8% | Reduced |
| APCM Wealth Management for Individuals | 4,153 | $445.4K | 0.07% | −400−8.8% | Reduced |
| Denver Wealth Management, Inc. | 4,156 | $445.7K | 0.31% | +18+0.4% | Added |
| Thrive Capital Management, LLC | 4,158 | $445.9K | 0.25% | +294+7.6% | Added |
| Wharton Business Group, LLC | 4,163 | $446.0K | 0.03% | 00.0% | Unchanged |
| Bontempo Ohly Capital Mgmt LLC | 4,165 | $446.7K | 0.22% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 4,166 | $446.8K | 0.27% | −11−0.3% | Reduced |
| Viawealth, LLC | 4,177 | $448.0K | 0.33% | −400−8.7% | Reduced |
| Baker Ellis Asset Management LLC | 4,180 | $448.3K | 0.08% | +80+2.0% | Added |
| Shelton Wealth Management, LLC | 4,193 | $449.7K | 0.35% | 00.0% | Unchanged |
| Weinberger Asset Management, Inc | 4,200 | $450.4K | 0.25% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 4,207 | $451.2K | 0.13% | 00.0% | Unchanged |
| Cypress Capital, LLC | 4,209 | $451.4K | 0.13% | −15−0.4% | Reduced |
| Riverview Capital Advisers, LLC | 4,217 | $452.3K | 0.20% | +64+1.5% | Added |
| Semus Wealth Partners LLC | 4,217 | $452.3K | 0.42% | −897−17.5% | Reduced |
| Eagle Ridge Investment Management | 4,218 | $452.3K | 0.05% | −302−6.7% | Reduced |
| Hartline Investment Corp | 4,222 | $452.8K | 0.08% | +1,089+34.8% | Added |
| Horan Securities, Inc. | 4,225 | $453.1K | 0.19% | +1,085+34.6% | Added |
| Arcataur Capital Management LLC | 4,225 | $453.1K | 0.19% | +4,225 | New |
| Clarus Wealth Advisors | 4,400 | $453.9K | 0.28% | +124+2.9% | Added |
| WealthPlan Investment Management, LLC | 4,235 | $454.2K | 0.14% | −8,638−67.1% | Reduced |
| AXS Investments LLC | 4,238 | $454.5K | 0.12% | −1,126−21.0% | Reduced |
| McIlrath & Eck, LLC | 4,254 | $456.2K | 0.10% | +367+9.4% | Added |
| Legacy Financial Group, Inc. | 4,261 | $457.0K | 0.23% | +175+4.3% | Added |
| Beacon Capital Management, LLC | 4,265 | $457.4K | 0.12% | +13+0.3% | Added |
| Blankinship & Foster, LLC | 4,270 | $458.0K | 0.15% | +427+11.1% | Added |
| Benedict Financial Advisors Inc | 4,271 | $458.0K | 0.13% | +26+0.6% | Added |
| Goepper Burkhardt LLC | 4,275 | $458.4K | 0.28% | +18+0.4% | Added |
| TFB Advisors LLC | 4,288 | $459.9K | 0.20% | +1,884+78.4% | Added |
| Green Harvest Asset Management LLC | 4,299 | $461.0K | 0.02% | +34+0.8% | Added |
| Requisite Capital Management, LLC | 4,300 | $461.2K | 0.12% | +1,795+71.7% | Added |
| Youngs Advisory Group, Inc. | 4,315 | $462.8K | 0.25% | +26+0.6% | Added |
| Financial Partners Group, Inc | 4,312 | $463.2K | 0.09% | +902+26.5% | Added |
| Elk River Wealth Management, LLC | 4,321 | $463.4K | 0.10% | −200−4.4% | Reduced |
| Alan B. Lancz & Associates, Inc. | 4,325 | $463.8K | 0.50% | 00.0% | Unchanged |
| Lagoda Investment Management, L.P. | 4,325 | $463.9K | 0.33% | −325−7.0% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 4,339 | $465.4K | 0.21% | +997+29.8% | Added |
| Silvant Capital Management LLC | 4,345 | $466.0K | 0.03% | 00.0% | Unchanged |
| Botty Investors LLC | 4,350 | $466.5K | 0.18% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 4,352 | $466.7K | 0.22% | −1,060−19.6% | Reduced |
| Waypoint Wealth Partners Inc. | 4,355 | $467.1K | 0.16% | 00.0% | Unchanged |
| Bassett Hargrove Investment Counsel, LLC | 4,290 | $468.0K | 0.88% | +227+5.6% | Added |
| Tranquilli Financial Advisor LLC | 4,366 | $468.3K | 0.33% | −18−0.4% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 4,371 | $469.0K | 0.04% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 4,376 | $469.3K | 0.26% | +5+0.1% | Added |
| Trellis Advisors, LLC | 4,390 | $470.8K | 0.21% | +25+0.6% | Added |
| Sloy Dahl & Holst, LLC | 4,394 | $471.3K | 0.09% | 00.0% | Unchanged |
| Accel Wealth Management | 4,399 | $471.8K | 0.26% | +308+7.5% | Added |
| HHM Wealth Advisors, LLC | 4,402 | $472.1K | 0.09% | +10.0% | Added |
| Midwest Heritage Bank, FSB | 4,417 | $473.7K | 0.36% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 4,428 | $474.9K | 0.13% | −200−4.3% | Reduced |
| Bowman & Co S.C. | 4,436 | $475.8K | 0.36% | 00.0% | Unchanged |