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, Q4 2023
Institutional positions in ExxonMobil Holdings Corp as of Dec 31, 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
- 3,765
- +244 vs. Q3 2023
- Shares held
- 2.45B
- +77.1M (+3.2%) vs. Q3 2023
- Total value
- $245.3B
- −$35.1B (−12.5%) vs. Q3 2023
- New holders
- 401
- 1,549 more added
- Sold out
- 157
- 1,457 more reduced
64 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 4,807 | $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, Q4 2023
Shares, value and share of portfolio for each institution holding ExxonMobil Holdings Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Buckhead Capital Management LLC | 7,497 | $749.6K | 0.28% | +5+0.1% | Added |
| Seamount Financial Group Inc | 7,498 | $749.7K | 0.72% | +7,498 | New |
| Southport Management, L.L.C. | 7,500 | $749.9K | 3.24% | +7,500 | New |
| IVC Wealth Advisors LLC | 7,501 | $749.9K | 0.47% | −227−2.9% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 7,515 | $751.3K | 0.61% | −110−1.4% | Reduced |
| Pointe Capital Management LLC | 7,524 | $752.3K | 0.52% | +119+1.6% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 7,533 | $753.1K | 0.57% | +7,533 | New |
| Pegasus Asset Management, Inc. | 7,535 | $753.4K | 0.32% | −1,335−15.1% | Reduced |
| Aufman Associates Inc | 7,540 | $753.8K | 0.57% | −235−3.0% | Reduced |
| Berry Wealth Group, LP | 7,549 | $754.7K | 0.69% | +7,549 | New |
| Oarsman Capital, Inc. | 7,553 | $755.1K | 0.20% | +2,332+44.7% | Added |
| Fortune 45 LLC | 7,558 | $755.7K | 0.69% | −228−2.9% | Reduced |
| FSA Wealth Management LLC | 7,559 | $756.0K | 0.36% | +21+0.3% | Added |
| Vestor Capital, LLC | 7,560 | $756.0K | 0.07% | +753+11.1% | Added |
| Wills Financial Group, Inc. | 7,566 | $756.5K | 0.38% | −1,856−19.7% | Reduced |
| Rosenberg Matthew Hamilton | 7,580 | $757.8K | 0.23% | −588−7.2% | Reduced |
| Smith Shellnut Wilson LLC | 7,584 | $758.2K | 0.43% | −65−0.8% | Reduced |
| Professional Advisory Services Inc | 7,593 | $759.0K | 0.11% | 00.0% | Unchanged |
| Swisher Financial Concepts, Inc. | 7,768 | $760.0K | 0.73% | +7,768 | New |
| Holistic Financial Partners | 7,604 | $760.2K | 0.46% | +1,284+20.3% | Added |
| Argent Capital Management LLC | 7,633 | $763.2K | 0.02% | −124−1.6% | Reduced |
| 49 Wealth Management, LLC | 7,635 | $763.3K | 0.20% | +7,635 | New |
| Crew Capital Management, Ltd. | 7,637 | $763.5K | 0.78% | −20.0% | Reduced |
| Milestone Asset Management, LLC | 7,650 | $764.9K | 0.25% | +145+1.9% | Added |
| Gould Asset Management LLC | 7,651 | $764.9K | 0.20% | +3,160+70.4% | Added |
| Aletheian Wealth Advisors LLC | 7,654 | $765.3K | 0.51% | −294−3.7% | Reduced |
| Winslow Asset Management Inc | 7,686 | $768.0K | 0.16% | +200+2.7% | Added |
| Asset Planning Corporation | 7,704 | $770.2K | 0.59% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 7,722 | $772.0K | 0.54% | +266+3.6% | Added |
| Fermata Advisors, LLC | 7,726 | $772.4K | 0.18% | +220+2.9% | Added |
| NavPoint Financial, Inc. | 7,740 | $773.8K | 0.71% | +7,740 | New |
| Independent Wealth Network Inc. | 7,756 | $775.4K | 0.41% | −528−6.4% | Reduced |
| Weaver Consulting Group | 7,764 | $776.2K | 0.32% | +107+1.4% | Added |
| Carmichael Hill & Associates, Inc. | 7,765 | $776.3K | 0.34% | −991−11.3% | Reduced |
| Lincoln Capital LLC | 7,773 | $777.1K | 0.19% | −14−0.2% | Reduced |
| Integrated Investment Consultants, LLC | 7,773 | $777.2K | 0.25% | +482+6.6% | Added |
| PSI Advisors, LLC | 7,812 | $781.0K | 0.29% | +2,188+38.9% | Added |
| Portfolio Strategies, Inc. | 7,820 | $781.8K | 0.13% | −170−2.1% | Reduced |
| Perkins Coie Trust Co | 7,837 | $783.5K | 0.20% | −341−4.2% | Reduced |
| Vivaldi Capital Management, LLC | 7,756 | $786.0K | 0.24% | −2,143−21.6% | Reduced |
| Tributary Capital Management, LLC | 7,908 | $790.6K | 0.07% | −200−2.5% | Reduced |
| Hendershot Investments Inc. | 7,914 | $791.3K | 0.12% | 00.0% | Unchanged |
| VERITY Wealth Advisors | 7,940 | $793.8K | 0.68% | 00.0% | Unchanged |
| MQS Management LLC | 7,951 | $794.9K | 0.44% | +3,645+84.6% | Added |
| Larson Financial Group LLC | 7,961 | $796.0K | 0.07% | +180+2.3% | Added |
| Intrepid Capital Management Inc | 7,971 | $796.9K | 0.54% | +163+2.1% | Added |
| Garrison Asset Management, LLC | 7,979 | $797.7K | 0.44% | +150+1.9% | Added |
| Jackson Hole Capital Partners, LLC | 7,994 | $799.2K | 0.20% | 00.0% | Unchanged |
| Avenir Corp | 7,996 | $799.4K | 0.07% | −500−5.9% | Reduced |
| Cornell University | 8,000 | $799.8K | 14.79% | +8,000 | New |
| Weik Capital Management | 8,001 | $799.9K | 0.37% | +285+3.7% | Added |
| River & Mercantile Asset Management LLP | 8,006 | $800.5K | 0.15% | −70−0.9% | Reduced |
| Spectrum Wealth Counsel, LLC | 8,010 | $800.8K | 0.11% | +8,010 | New |
| Avaii Wealth Management, LLC | 8,029 | $802.7K | 0.52% | −282−3.4% | Reduced |
| WESPAC Advisors SoCal, LLC | 8,060 | $805.8K | 0.23% | −37,029−82.1% | Reduced |
| Bridgewealth Advisory Group, LLC | 8,064 | $806.3K | 0.62% | +29+0.4% | Added |
| Evernest Financial Advisors, LLC | 8,088 | $808.6K | 0.41% | +8,088 | New |
| Aspen Grove Capital, LLC | 7,822 | $810.9K | 0.25% | +267+3.5% | Added |
| Select Asset Management & Trust | 8,108 | $811.0K | 0.40% | −13−0.2% | Reduced |
| Landmark Wealth Management, LLC | 8,108 | $811.0K | 0.40% | +100+1.2% | Added |
| HTG Investment Advisors, Inc. | 8,120 | $811.8K | 0.53% | −15−0.2% | Reduced |
| Fairfield, Bush & Co. | 8,135 | $813.3K | 0.48% | +3,755+85.7% | Added |
| Triumph Capital Management | 8,138 | $813.6K | 0.35% | +5,619+223.1% | Added |
| Lodestone Wealth Management LLC | 8,139 | $813.7K | 0.47% | +230+2.9% | Added |
| New Jersey Better Educational Savings Trust | 8,164 | $816.2K | 1.72% | +281+3.6% | Added |
| 1620 Investment Advisors, Inc. | 8,184 | $818.2K | 0.90% | −831−9.2% | Reduced |
| Wulff, Hansen & Co. | 8,201 | $819.9K | 0.91% | −2,425−22.8% | Reduced |
| Integris Wealth Management, LLC | 8,212 | $821.0K | 0.24% | +2,131+35.0% | Added |
| Retirement Planning Group | 8,213 | $821.2K | 0.07% | +1,837+28.8% | Added |
| Adalta Capital Management LLC | 8,221 | $821.9K | 0.50% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 8,232 | $823.0K | 0.14% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 8,234 | $823.2K | 0.21% | +26+0.3% | Added |
| Baker Ellis Asset Management LLC | 8,240 | $823.8K | 0.13% | +5,160+167.5% | Added |
| Fiducient Advisors LLC | 8,242 | $824.0K | 0.15% | +355+4.5% | Added |
| Beaird Harris Wealth Management, LLC | 8,249 | $824.7K | 0.09% | +69+0.8% | Added |
| Lederer & Associates Investment Counsel | 8,247 | $825.0K | 0.61% | −6,322−43.4% | Reduced |
| Diligent Investors, LLC | 8,255 | $825.4K | 0.23% | −47−0.6% | Reduced |
| Perennial Investment Advisors, LLC | 8,288 | $828.7K | 0.14% | +592+7.7% | Added |
| Quest Investment Management LLC | 8,300 | $829.8K | 0.10% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 8,306 | $830.4K | 0.63% | +8,306 | New |
| Octavia Wealth Advisors, LLC | 8,351 | $835.0K | 0.15% | −899−9.7% | Reduced |
| Opus Capital Group, LLC | 8,353 | $835.0K | 0.14% | −58−0.7% | Reduced |
| Argyle Capital Management Inc. | 8,369 | $836.7K | 0.35% | −5,500−39.7% | Reduced |
| Wealthcare Capital Management LLC | 8,369 | $836.8K | 0.10% | −68−0.8% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 8,371 | $836.9K | 0.25% | +28+0.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 8,372 | $837.0K | 0.14% | 00.0% | Unchanged |
| Capital Analysts, LLC | 8,382 | $838.0K | 0.04% | −606−6.7% | Reduced |
| Tradition Wealth Management, LLC | 8,381 | $838.0K | 0.09% | +291+3.6% | Added |
| RW Investment Management LLC | 8,382 | $838.0K | 0.13% | +29+0.3% | Added |
| WealthShield Partners, LLC | 8,387 | $838.5K | 0.14% | −473−5.3% | Reduced |
| Northstar Group, Inc. | 8,405 | $840.3K | 0.18% | −399−4.5% | Reduced |
| Tanglewood Legacy Advisors, LLC | 8,440 | $843.9K | 0.46% | −39−0.5% | Reduced |
| Israel Discount Bank of New York | 8,442 | $844.0K | 0.66% | −21−0.2% | Reduced |
| PYA Waltman Capital, LLC | 8,454 | $845.2K | 0.35% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 8,460 | $845.8K | 0.42% | −8,460−50.0% | Reduced |
| WMG Financial Advisors, LLC | 8,466 | $846.4K | 0.55% | −210−2.4% | Reduced |
| Cedar Brook Financial Partners, LLC | 8,591 | $847.6K | 0.19% | +282+3.4% | Added |
| Rice Partnership, LLC | 8,488 | $848.7K | 0.22% | −1,282−13.1% | Reduced |
| Diversified Portfolios, Inc. | 8,500 | $849.8K | 0.13% | +493+6.2% | Added |
| Monetta Financial Services Inc | 8,500 | $849.8K | 0.81% | 00.0% | Unchanged |