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; 4,293 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
- 3,585
- +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 | 4,293 | $371.8B |
| Q1 2026 | 4,807 | $464.1B |
| Q4 2025 | 4,571 | $332.7B |
| Q3 2025 | 4,229 | $304.9B |
| Q2 2025 | 4,217 | $301.9B |
| Q1 2025 | 4,274 | $336.0B |
| Q4 2024 | 4,278 | $304.2B |
| Q3 2024 | 3,937 | $332.3B |
| Q2 2024 | 3,935 | $325.7B |
| Q1 2024 | 3,809 | $289.6B |
| Q4 2023 | 3,765 | $245.3B |
| Q3 2023 | 3,585 | $281.2B |
| Q2 2023 | 3,535 | $256.7B |
| Q1 2023 | 3,520 | $265.9B |
| Q4 2022 | 3,544 | $268.8B |
| Q3 2022 | 3,223 | $211.7B |
| Q2 2022 | 3,213 | $206.0B |
| Q1 2022 | 3,201 | $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 |
|---|---|---|---|---|---|
| Connolly Sarah T. | 37,315 | $4.39M | 2.90% | −1,644−4.2% | Reduced |
| North Star Asset Management Inc | 37,272 | $4.38M | 0.25% | −1,210−3.1% | Reduced |
| MSH Capital Advisors LLC | 37,219 | $4.38M | 1.72% | +535+1.5% | Added |
| RMB Capital Management, LLC | 37,131 | $4.37M | 0.15% | +956+2.6% | Added |
| McMahon Financial Advisors, LLC | 37,099 | $4.36M | 1.35% | −227−0.6% | Reduced |
| Financial Advocates Investment Management | 37,085 | $4.36M | 0.32% | +1,169+3.3% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 36,975 | $4.35M | 2.28% | −596−1.6% | Reduced |
| Lakeview Capital Partners, LLC | 36,776 | $4.32M | 0.84% | −1,534−4.0% | Reduced |
| Carret Asset Management, LLC | 36,712 | $4.32M | 0.60% | −99−0.3% | Reduced |
| Concentric Wealth Management, LLC | 36,662 | $4.31M | 1.42% | +185+0.5% | Added |
| StoneX Group Inc. | 36,601 | $4.30M | 0.47% | +3,408+10.3% | Added |
| KLCM Advisors, Inc. | 36,502 | $4.29M | 0.81% | +413+1.1% | Added |
| Monument Capital Management | 36,482 | $4.29M | 1.44% | +923+2.6% | Added |
| Summit Financial Wealth Advisors, LLC | 41,148 | $4.29M | 1.05% | −259−0.6% | Reduced |
| Puzo Michael J | 36,396 | $4.28M | 1.45% | −625−1.7% | Reduced |
| Patron Partners Advisors, LLC | 36,371 | $4.28M | 3.15% | −51−0.1% | Reduced |
| Helen Stephens Group, LLC | 36,320 | $4.27M | 2.21% | −1,441−3.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 36,309 | $4.27M | 3.45% | −2,015−5.3% | Reduced |
| CRA Financial Services, LLC | 36,178 | $4.25M | 1.17% | +791+2.2% | Added |
| Centiva Capital, LP | 36,150 | $4.25M | 0.21% | −114,166−76.0% | Reduced |
| Deane Retirement Strategies, Inc. | 36,108 | $4.25M | 2.37% | +14,761+69.1% | Added |
| Northstar Asset Management LLC | 36,130 | $4.25M | 1.22% | +590+1.7% | Added |
| Sawyer & Company, Inc | 36,081 | $4.24M | 1.98% | −45−0.1% | Reduced |
| Change Path, LLC | 35,990 | $4.23M | 0.30% | −4,927−12.0% | Reduced |
| TrinityPoint Wealth, LLC | 35,916 | $4.22M | 0.84% | +224+0.6% | Added |
| Good Life Advisors, LLC | 35,873 | $4.22M | 0.48% | +4,075+12.8% | Added |
| Client 1st Advisory Group, LLC | 35,834 | $4.21M | 2.23% | +400+1.1% | Added |
| Harbor Investment Advisory, LLC | 35,824 | $4.21M | 0.55% | −2,780−7.2% | Reduced |
| KCM Investment Advisors LLC | 35,777 | $4.21M | 0.18% | −8,746−19.6% | Reduced |
| Great Diamond Partners, LLC | 35,714 | $4.20M | 1.14% | +1,673+4.9% | Added |
| Heritage Wealth Advisors | 35,593 | $4.19M | 0.23% | −46−0.1% | Reduced |
| DT Investment Partners, LLC | 35,583 | $4.18M | 0.51% | +9,716+37.6% | Added |
| St. Louis Trust Co | 35,533 | $4.18M | 0.79% | 00.0% | Unchanged |
| FLC Capital Advisors | 35,456 | $4.17M | 1.26% | −305−0.9% | Reduced |
| Lafayette Investments, Inc. | 35,424 | $4.17M | 1.14% | +87+0.2% | Added |
| TrimTabs Asset Management, LLC | 35,350 | $4.16M | 2.21% | −958−2.6% | Reduced |
| Broderick Brian C | 35,297 | $4.15M | 1.14% | −76−0.2% | Reduced |
| Massachusetts Wealth Management | 35,274 | $4.15M | 3.81% | −300−0.8% | Reduced |
| Greatmark Investment Partners, Inc. | 35,186 | $4.14M | 0.73% | +2,550+7.8% | Added |
| Exchange Capital Management, Inc. | 35,159 | $4.13M | 0.78% | −935−2.6% | Reduced |
| Somerville Kurt F | 35,136 | $4.13M | 0.83% | −3,815−9.8% | Reduced |
| Nicholas Hoffman & Company, LLC. | 35,122 | $4.13M | 0.30% | +35+0.1% | Added |
| W Advisors, LLC | 35,106 | $4.13M | 3.39% | +145+0.4% | Added |
| American Assets Inc | 35,000 | $4.12M | 1.88% | 00.0% | Unchanged |
| Winton Group Ltd | 34,975 | $4.11M | 0.34% | +10,777+44.5% | Added |
| Bridge Creek Capital Management LLC | 34,941 | $4.11M | 1.56% | −1,003−2.8% | Reduced |
| Harrell Investment Partners, LLC | 35,283 | $4.08M | 1.39% | −261−0.7% | Reduced |
| MidWestOne Financial Group, Inc. | 34,680 | $4.08M | 0.92% | −972−2.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 34,654 | $4.07M | 1.20% | +1,561+4.7% | Added |
| Financial Management Professionals, Inc. | 34,590 | $4.07M | 0.72% | +7,704+28.7% | Added |
| Kinloch Capital, LLC | 34,588 | $4.07M | 2.55% | −90−0.3% | Reduced |
| David Loasby | 36,451 | $4.06M | 0.45% | +572+1.6% | Added |
| Eagle Strategies LLC | 34,547 | $4.06M | 1.00% | +4,225+13.9% | Added |
| Valley National Advisers Inc | 34,501 | $4.06M | 0.71% | −457−1.3% | Reduced |
| Wedmont Private Capital | 36,566 | $4.06M | 0.41% | +123+0.3% | Added |
| Whitener Capital Management, Inc. | 34,474 | $4.05M | 1.62% | −22−0.1% | Reduced |
| Azzad Asset Management Inc | 34,467 | $4.05M | 0.57% | −210−0.6% | Reduced |
| Roffman Miller Associates Inc | 34,463 | $4.05M | 0.32% | +1,099+3.3% | Added |
| Koshinski Asset Management, Inc. | 34,345 | $4.04M | 0.46% | +1,080+3.2% | Added |
| Altrius Capital Management Inc | 34,322 | $4.04M | 1.20% | +325+1.0% | Added |
| Siemens Fonds Invest GmbH | 34,131 | $4.01M | 0.41% | −243−0.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 34,109 | $4.01M | 1.12% | +7,383+27.6% | Added |
| Consolidated Planning Corp | 34,084 | $4.01M | 0.89% | +3,118+10.1% | Added |
| RMR Wealth Builders | 34,067 | $4.01M | 0.64% | +3,990+13.3% | Added |
| Keudell/Morrison Wealth Management | 34,054 | $4.00M | 1.22% | −153−0.4% | Reduced |
| Gateway Advisory, LLC | 34,024 | $4.00M | 0.82% | +2,131+6.7% | Added |
| Trustco Bank Corp N Y | 33,943 | $3.99M | 4.55% | −878−2.5% | Reduced |
| Herold Advisors, Inc. | 33,852 | $3.98M | 1.21% | +160+0.5% | Added |
| Financial Sense Advisors, Inc. | 33,837 | $3.98M | 1.70% | +4,752+16.3% | Added |
| Beacon Investment Advisory Services, Inc. | 33,822 | $3.98M | 0.20% | +266+0.8% | Added |
| True North Advisors, LLC | 33,812 | $3.98M | 1.22% | −4,151−10.9% | Reduced |
| CFS Investment Advisory Services, LLC | 33,696 | $3.96M | 0.63% | +336+1.0% | Added |
| Benjamin Edwards Inc | 33,674 | $3.96M | 0.94% | −650−1.9% | Reduced |
| Diversified, LLC | 33,649 | $3.96M | 1.03% | +2,301+7.3% | Added |
| Gries Financial LLC | 33,638 | $3.96M | 1.07% | +681+2.1% | Added |
| Northcape Wealth Management, LLC | 33,613 | $3.95M | 1.51% | −1,018−2.9% | Reduced |
| Regents of the University of California | 33,600 | $3.95M | 0.51% | 00.0% | Unchanged |
| GWM Asset Management Ltd | 33,600 | $3.95M | 3.38% | +33,600 | New |
| Hengehold Capital Management LLC | 33,583 | $3.95M | 0.52% | −160.0% | Reduced |
| IMC-Chicago, LLC | 33,518 | $3.94M | 0.25% | +33,518 | New |
| Pinkerton Retirement Specialists, LLC | 33,518 | $3.94M | 0.86% | −7,382−18.0% | Reduced |
| Strategic Financial Concepts, LLC | 33,480 | $3.94M | 1.33% | −1,345−3.9% | Reduced |
| Charter Research & Investment Group, Inc. | 33,465 | $3.93M | 3.54% | −240−0.7% | Reduced |
| Formidable Asset Management, LLC | 33,456 | $3.93M | 0.87% | +557+1.7% | Added |
| Farmers Trust Co | 33,424 | $3.93M | 0.91% | +88+0.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 33,400 | $3.93M | 1.48% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 33,338 | $3.92M | 3.15% | −1,368−3.9% | Reduced |
| Grey Street Capital, LLC | 33,284 | $3.91M | 2.24% | +104+0.3% | Added |
| Pitti Group Wealth Management, LLC | 33,254 | $3.91M | 4.47% | +10.0% | Added |
| Pitcairn Co | 33,231 | $3.91M | 0.33% | +4,015+13.7% | Added |
| Stableford Capital II LLC | 36,261 | $3.90M | 1.80% | −1,717−4.5% | Reduced |
| Wealth Management Partners, LLC | 33,042 | $3.89M | 2.42% | +173+0.5% | Added |
| Beck Capital Management, LLC | 32,959 | $3.88M | 1.49% | −6,342−16.1% | Reduced |
| FDx Advisors, Inc. | 32,894 | $3.87M | 0.32% | −15,312−31.8% | Reduced |
| LGT Financial Advisors LLC | 32,771 | $3.85M | 4.90% | −598−1.8% | Reduced |
| Baugh & Associates, LLC | 32,736 | $3.85M | 2.41% | −27−0.1% | Reduced |
| Graypoint LLC | 32,699 | $3.84M | 0.36% | +2,226+7.3% | Added |
| Tilson Financial Group, Inc. | 32,677 | $3.84M | 3.02% | +153+0.5% | Added |
| YHB Investment Advisors, Inc. | 32,638 | $3.84M | 0.35% | −432−1.3% | Reduced |
| Magnus Financial Group LLC | 32,521 | $3.82M | 0.56% | −144−0.4% | Reduced |