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, Q3 2023
Institutional positions in ExxonMobil Holdings Corp as of Sep 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
- 3,584
- +92 vs. Q2 2023
- Shares held
- 2.38B
- −8.91M (−0.4%) vs. Q2 2023
- Total value
- $281.2B
- +$24.8B (+9.7%) vs. Q2 2023
- New holders
- 180
- 1,497 more added
- Sold out
- 88
- 1,457 more reduced
42 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding ExxonMobil Holdings Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evergreen Wealth Solutions, LLC | 2,430 | $285.7K | 0.29% | +2,430 | New |
| Stonebridge Financial Planning Group, LLC | 2,437 | $286.5K | 0.18% | +12+0.5% | Added |
| Stiles Financial Services Inc | 2,443 | $287.3K | 0.15% | +9+0.4% | Added |
| West Coast Financial LLC | 2,457 | $288.9K | 0.04% | −111−4.3% | Reduced |
| West Chester Capital Advisors, Inc | 2,457 | $288.9K | 0.53% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 2,459 | $289.1K | 0.78% | −220−8.2% | Reduced |
| Fishman Jay A Ltd | 2,462 | $289.5K | 0.04% | 00.0% | Unchanged |
| Ewa, LLC | 2,764 | $289.8K | 0.19% | +282+11.4% | Added |
| Modus Advisors, LLC | 2,466 | $290.0K | 0.13% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 2,471 | $290.6K | 0.18% | +175+7.6% | Added |
| Mendel Capital Management LLC | 2,472 | $290.7K | 0.24% | 00.0% | Unchanged |
| Peak Financial Management, Inc. | 2,476 | $291.1K | 0.11% | −285−10.3% | Reduced |
| Lowell Blake & Associates Inc. | 2,483 | $292.0K | 0.08% | 00.0% | Unchanged |
| First Citizens Financial Corp | 2,486 | $292.3K | 0.21% | −150−5.7% | Reduced |
| Western Pacific Wealth Management, LP | 2,487 | $292.4K | 0.24% | 00.0% | Unchanged |
| Collective Family Office LLC | 2,488 | $292.5K | 0.11% | −23−0.9% | Reduced |
| Fountainhead AM, LLC | 2,488 | $292.5K | 0.10% | −2,323−48.3% | Reduced |
| Unique Wealth, LLC | 2,496 | $293.5K | 0.12% | −143−5.4% | Reduced |
| Verum Partners LLC | 2,497 | $293.6K | 0.13% | +26+1.1% | Added |
| Canvas Wealth Advisors, LLC | 2,645 | $293.8K | 0.12% | +102+4.0% | Added |
| Strategic Wealth Designers | 2,501 | $294.1K | 0.05% | +2,501 | New |
| Iron Horse Wealth Management, LLC | 2,502 | $294.2K | 0.14% | −100−3.8% | Reduced |
| Compass Wealth Management LLC | 2,505 | $294.5K | 0.09% | +1,000+66.4% | Added |
| Kelly Lawrence W & Associates Inc | 2,508 | $294.9K | 0.08% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 2,512 | $295.4K | 0.18% | +2,512 | New |
| Triumph Capital Management | 2,519 | $296.2K | 0.13% | +139+5.8% | Added |
| American Institute for Advanced Investment Management, LLP | 2,520 | $296.3K | 0.27% | +59+2.4% | Added |
| Facet Wealth, Inc. | 2,805 | $296.9K | 0.01% | +53+1.9% | Added |
| Petredis Investment Advisors LLC | 2,532 | $297.7K | 0.04% | +36+1.4% | Added |
| Rain Capital Management, LLC | 2,533 | $297.8K | 0.29% | −23−0.9% | Reduced |
| MorganRosel Wealth Management, LLC | 2,535 | $298.1K | 0.12% | −7,706−75.2% | Reduced |
| WealthCare Investment Partners, LLC | 2,598 | $300.4K | 0.18% | +17+0.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 2,556 | $300.5K | 0.03% | −25,864−91.0% | Reduced |
| Etfidea, LLC | 2,569 | $302.1K | 0.13% | +131+5.4% | Added |
| Perritt Capital Management Inc | 2,570 | $302.2K | 0.17% | −4−0.2% | Reduced |
| Ironwood Investment Counsel, LLC | 35,500 | $302.2K | 0.07% | +102+0.3% | Added |
| O'Brien Greene & Co. Inc | 2,571 | $302.3K | 0.11% | 00.0% | Unchanged |
| Dock Street Asset Management Inc | 2,576 | $302.9K | 0.05% | +2,576 | New |
| Camarda Financial Advisors, LLC | 2,591 | $304.6K | 0.20% | +2,591 | New |
| Legacy CG, LLC | 2,592 | $304.8K | 0.14% | −1,328−33.9% | Reduced |
| Mma Asset Management LLC | 2,599 | $305.7K | 0.18% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 2,600 | $305.7K | 0.38% | −1,400−35.0% | Reduced |
| FMB Wealth Management | 2,606 | $306.4K | 0.33% | +13+0.5% | Added |
| Carolinas Wealth Consulting LLC | 4,001 | $307.6K | 0.08% | −573−12.5% | Reduced |
| Prossimo Advisors, LLC | 2,623 | $308.0K | 0.73% | +542+26.0% | Added |
| Insight 2811, Inc. | 2,631 | $309.4K | 0.18% | −98−3.6% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 2,640 | $310.5K | 0.01% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 2,646 | $311.0K | 0.06% | +483+22.3% | Added |
| Community Trust & Investment Co | 2,653 | $311.9K | 0.03% | −626−19.1% | Reduced |
| Moller Financial Services | 2,661 | $312.9K | 0.10% | 00.0% | Unchanged |
| MTM Financial Group, LLC | 2,661 | $312.9K | 0.26% | 00.0% | Unchanged |
| Owen LaRue, LLC | 2,685 | $315.7K | 0.35% | +228+9.3% | Added |
| FirstPurpose Wealth LLC | 2,696 | $316.9K | 0.14% | +66+2.5% | Added |
| Maryland Capital Advisors Inc. | 2,720 | $319.8K | 0.24% | 00.0% | Unchanged |
| Hirtle Callaghan & Co LLC | 2,728 | $320.8K | 0.02% | +361+15.3% | Added |
| Cape Ann Savings Bank | 2,733 | $321.3K | 0.23% | −395−12.6% | Reduced |
| Cascade Investment Advisors, Inc. | 2,737 | $321.8K | 0.25% | 00.0% | Unchanged |
| Hassell Wealth Management, LLC | 2,969 | $322.4K | 0.23% | 00.0% | Unchanged |
| GenWealth Group, Inc. | 2,745 | $322.8K | 0.10% | −456−14.2% | Reduced |
| Borer Denton & Associates, Inc. | 2,753 | $323.7K | 0.13% | +586+27.0% | Added |
| Robinswood Financial LLC | 2,753 | $323.7K | 0.15% | +2+0.1% | Added |
| Goldstream Capital Management Ltd | 2,760 | $324.5K | 0.26% | 00.0% | Unchanged |
| Terra Nova Asset Management LLC | 3,027 | $324.7K | 0.30% | 00.0% | Unchanged |
| Cornerstone Advisors Asset Management, LLC | 2,769 | $325.6K | 0.13% | −4,033−59.3% | Reduced |
| Cooper/Haims Advisors, LLC | 2,782 | $327.1K | 0.25% | −615−18.1% | Reduced |
| Arkansas Financial Group, Inc. | 2,783 | $327.2K | 0.07% | +100+3.7% | Added |
| Strait & Sound Wealth Management LLC | 2,787 | $327.7K | 0.28% | +287+11.5% | Added |
| Vista Capital Partners, Inc. | 2,790 | $328.0K | 0.05% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 2,791 | $328.2K | 0.03% | −442−13.7% | Reduced |
| Strategic Advocates LLC | 2,797 | $328.8K | 0.15% | +2,797 | New |
| Great Point Wealth Advisors, LLC | 2,798 | $329.0K | 0.10% | −337−10.7% | Reduced |
| Alpine Woods Capital Investors, LLC | 2,802 | $329.0K | 0.05% | 00.0% | Unchanged |
| Waterford Advisors, LLC | 2,802 | $329.5K | 0.18% | −200−6.7% | Reduced |
| Maripau Wealth Management LLC | 2,802 | $329.5K | 0.30% | +2,802 | New |
| 1776 Wealth LLC | 2,814 | $330.9K | 0.17% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 2,811 | $331.0K | 0.01% | −124−4.2% | Reduced |
| Brown Miller Wealth Management, LLC | 2,817 | $331.3K | 0.18% | −549−16.3% | Reduced |
| Pasadena Private Wealth, LLC | 2,818 | $331.4K | 0.10% | −1,245−30.6% | Reduced |
| Elmwood Wealth Management, Inc. | 2,824 | $332.0K | 0.16% | +10+0.4% | Added |
| Oakwell Private Wealth Management, LLC | 2,826 | $332.3K | 0.14% | −125−4.2% | Reduced |
| Vertex Planning Partners, LLC | 2,828 | $332.5K | 0.11% | +27+1.0% | Added |
| SWS Partners | 2,828 | $332.6K | 0.12% | −58−2.0% | Reduced |
| Pflug Koory, LLC | 2,829 | $332.6K | 0.19% | −71−2.4% | Reduced |
| Windsor Advisory Group, LLC | 2,832 | $333.0K | 0.79% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 2,836 | $333.5K | 0.07% | +246+9.5% | Added |
| ERTS Wealth Advisors, LLC | 2,846 | $334.6K | 0.08% | −123−4.1% | Reduced |
| Howard Wealth Management, LLC | 2,853 | $335.5K | 0.31% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 2,860 | $336.0K | 0.36% | −383−11.8% | Reduced |
| Keystone Wealth Services, LLC | 2,863 | $336.7K | 0.13% | −1,210−29.7% | Reduced |
| Cherrydale Wealth Management, LLC | 2,868 | $337.2K | 0.20% | +191+7.1% | Added |
| Avondale Wealth Management | 2,874 | $337.9K | 0.30% | +150+5.5% | Added |
| Granite FO LLC | 2,878 | $338.4K | 0.24% | −144−4.8% | Reduced |
| Sunburst Financial Group, LLC | 2,881 | $338.8K | 0.12% | −15−0.5% | Reduced |
| WJ Interests, LLC | 2,890 | $339.8K | 0.24% | 00.0% | Unchanged |
| Boyd Wealth Management, LLC | 2,893 | $340.1K | 0.23% | 00.0% | Unchanged |
| Bensler, LLC | 2,897 | $340.6K | 0.07% | +190+7.0% | Added |
| Cornerstone Planning Group LLC | 2,897 | $340.7K | 0.13% | +96+3.4% | Added |
| Sage Investment Advisers LLC | 2,913 | $342.5K | 0.47% | −91−3.0% | Reduced |
| Liberty Capital Management, Inc. | 2,915 | $342.7K | 0.10% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 2,927 | $344.1K | 0.39% | −583−16.6% | Reduced |