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; 4,292 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 | 4,292 | $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 |
|---|---|---|---|---|---|
| CVA Family Office, LLC | 13,556 | $1.36M | 0.26% | −188−1.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 13,565 | $1.36M | 0.02% | −12,955−48.8% | Reduced |
| Creative Financial Designs Inc | 13,596 | $1.36M | 0.14% | +3,857+39.6% | Added |
| Garrett Wealth Advisory Group, LLC | 13,600 | $1.36M | 0.57% | −336−2.4% | Reduced |
| Investment Advisory Group, LLC | 13,602 | $1.36M | 0.63% | +1,767+14.9% | Added |
| Prostatis Group LLC | 13,622 | $1.36M | 0.57% | −1,049−7.2% | Reduced |
| Latitude Advisors, LLC | 13,632 | $1.36M | 0.96% | −43−0.3% | Reduced |
| Benedetti & Gucer, Inc. | 13,683 | $1.37M | 0.72% | −736−5.1% | Reduced |
| Ambassador Advisors, LLC | 13,501 | $1.37M | 0.30% | +1,454+12.1% | Added |
| Spouting Rock Asset Management, LLC | 13,739 | $1.37M | 0.50% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 13,765 | $1.38M | 0.02% | +13,553+6,392.9% | Added |
| Jacobs & Co | 13,779 | $1.38M | 0.16% | −450−3.2% | Reduced |
| Northwest Wealth Management, LLC | 13,792 | $1.38M | 0.42% | +324+2.4% | Added |
| Avestar Capital, LLC | 13,801 | $1.38M | 0.17% | +3,050+28.4% | Added |
| Compass Ion Advisors, LLC | 13,802 | $1.38M | 0.21% | +176+1.3% | Added |
| Insight Wealth Strategies, LLC | 13,826 | $1.38M | 0.22% | +51+0.4% | Added |
| Smallwood Wealth Investment Management, LLC | 13,854 | $1.39M | 1.15% | +136+1.0% | Added |
| WealthPlan Investment Management, LLC | 13,862 | $1.39M | 0.22% | +10.0% | Added |
| Wealth Architects, LLC | 13,889 | $1.39M | 0.19% | +146+1.1% | Added |
| BOK Financial Private Wealth, Inc. | 13,899 | $1.39M | 0.11% | +1,085+8.5% | Added |
| Old North State Wealth Management, LLC | 13,906 | $1.39M | 1.03% | +40.0% | Added |
| Signature Estate & Investment Advisors LLC | 13,955 | $1.40M | 0.04% | +426+3.1% | Added |
| Aaron Wealth Advisors | 13,965 | $1.40M | 0.23% | −1,143−7.6% | Reduced |
| London Co of Virginia | 13,988 | $1.40M | 0.01% | −1,500−9.7% | Reduced |
| Private Wealth Partners, LLC | 13,997 | $1.40M | 0.12% | +1,525+12.2% | Added |
| Sax Wealth Advisors, LLC | 14,008 | $1.40M | 0.23% | −2,825−16.8% | Reduced |
| LifePro Asset Management | 14,023 | $1.40M | 1.08% | +280+2.0% | Added |
| Waterfront Wealth Inc. | 14,038 | $1.40M | 0.41% | −110−0.8% | Reduced |
| Krilogy Financial LLC | 14,048 | $1.40M | 0.12% | +3,466+32.8% | Added |
| Sharp Financial Services, LLC | 14,051 | $1.40M | 1.52% | +14,051 | New |
| TrueWealth Advisors, LLC | 14,080 | $1.41M | 0.55% | −338−2.3% | Reduced |
| Naples Money Management LLC | 14,111 | $1.41M | 1.32% | +14,111 | New |
| Harvest Portfolios Group Inc. | 14,122 | $1.41M | 0.06% | +1,703+13.7% | Added |
| Sweet Financial Partners, LLC | 14,141 | $1.41M | 0.34% | −1,184−7.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 14,150 | $1.41M | 0.03% | +3,210+29.3% | Added |
| Ackerman Capital Advisors, LLC | 14,152 | $1.41M | 0.40% | 00.0% | Unchanged |
| Solitude Financial Services | 14,161 | $1.42M | 0.77% | +1,256+9.7% | Added |
| Atlas Private Wealth Management | 14,168 | $1.42M | 0.67% | +30.0% | Added |
| Bonness Enterprises Inc | 14,185 | $1.42M | 0.59% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 14,202 | $1.42M | 1.28% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 14,239 | $1.42M | 0.37% | −50−0.3% | Reduced |
| Westbourne Investment Advisors, Inc. | 14,253 | $1.43M | 0.57% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 14,266 | $1.43M | 0.80% | +10.0% | Added |
| Sittner & Nelson, LLC | 14,281 | $1.43M | 0.76% | −840−5.6% | Reduced |
| Chesapeake Wealth Management | 14,283 | $1.43M | 0.55% | +20.0% | Added |
| Morse Asset Management, Inc | 14,307 | $1.43M | 0.42% | +1,292+9.9% | Added |
| Trust Co of the South | 14,369 | $1.44M | 0.38% | +14,369 | New |
| Howard Financial Services, Ltd. | 14,370 | $1.44M | 0.28% | +2,036+16.5% | Added |
| Armbruster Capital Management, Inc. | 14,374 | $1.44M | 0.33% | 00.0% | Unchanged |
| Norden Group LLC | 14,382 | $1.44M | 0.25% | −1,004−6.5% | Reduced |
| Gratus Capital LLC | 14,387 | $1.44M | 0.08% | −2,111−12.8% | Reduced |
| Guardian Investment Management | 14,393 | $1.44M | 1.22% | −500−3.4% | Reduced |
| Hummer Financial Advisory Services Inc | 14,402 | $1.44M | 1.32% | 00.0% | Unchanged |
| LCNB Corp | 14,447 | $1.44M | 0.57% | +180+1.3% | Added |
| Portfolio Design Labs, LLC | 14,506 | $1.45M | 0.55% | +14,506 | New |
| Peregrine Asset Advisers, Inc. | 14,509 | $1.45M | 0.71% | −35−0.2% | Reduced |
| Millennium Capital Advisors, LLC | 14,518 | $1.45M | 1.11% | +48+0.3% | Added |
| Lokken Investment Group LLC | 14,522 | $1.45M | 0.82% | −24−0.2% | Reduced |
| Huber Capital Management LLC | 14,600 | $1.46M | 0.37% | +3,400+30.4% | Added |
| Delta Investment Management, LLC | 14,620 | $1.46M | 0.36% | +85+0.6% | Added |
| LRT Capital Management, LLC | 14,622 | $1.46M | 1.38% | −4,379−23.0% | Reduced |
| Fiduciary Alliance LLC | 14,629 | $1.46M | 0.29% | −1,718−10.5% | Reduced |
| Investors Asset Management of Georgia Inc | 14,613 | $1.47M | 0.74% | +81+0.6% | Added |
| Transamerica Financial Advisors, Inc. | 14,659 | $1.47M | 0.20% | −895−5.8% | Reduced |
| Valley Brook Capital Group | 14,665 | $1.47M | 1.28% | +401+2.8% | Added |
| L2 Asset Management, LLC | 14,703 | $1.47M | 0.60% | +14,531+8,448.3% | Added |
| Barrett & Company, Inc. | 14,730 | $1.47M | 0.80% | +20.0% | Added |
| Waddell & Associates, LLC | 14,656 | $1.48M | 0.20% | −4,671−24.2% | Reduced |
| Shariaportfolio, Inc. | 14,780 | $1.48M | 1.00% | +1,125+8.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 14,807 | $1.48M | 0.66% | +51+0.3% | Added |
| Steward Partners Investment Solutions, LLC | 14,807 | $1.48M | 0.62% | +14,807 | New |
| WealthTrust Axiom LLC | 14,822 | $1.48M | 0.50% | +1,941+15.1% | Added |
| Titleist Asset Management, LLC | 14,853 | $1.49M | 0.28% | +50+0.3% | Added |
| Pring Turner Capital Group Inc | 14,900 | $1.49M | 1.14% | 00.0% | Unchanged |
| RB Capital Management, LLC | 14,908 | $1.49M | 0.43% | +2,730+22.4% | Added |
| Resurgent Financial Advisors LLC | 14,924 | $1.49M | 0.92% | +789+5.6% | Added |
| Fort Pitt Capital Group, LLC | 14,944 | $1.49M | 0.05% | −129−0.9% | Reduced |
| Patton Albertson Miller Group, LLC | 14,949 | $1.49M | 0.25% | −868−5.5% | Reduced |
| BCS Wealth Management | 14,955 | $1.50M | 0.55% | −100−0.7% | Reduced |
| REAP Financial Group, LLC | 14,958 | $1.50M | 0.44% | +14,958 | New |
| Union Heritage Capital, LLC | 15,000 | $1.50M | 0.78% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 14,699 | $1.50M | 0.31% | −4,765−24.5% | Reduced |
| Prentice Wealth Management LLC | 15,055 | $1.51M | 0.59% | +450+3.1% | Added |
| Coho Partners, Ltd. | 15,059 | $1.51M | 0.04% | +4,026+36.5% | Added |
| Objectivity Squared, LLC | 15,060 | $1.51M | 1.50% | +15,060 | New |
| Twelve Points Wealth Management LLC | 15,067 | $1.51M | 0.71% | +579+4.0% | Added |
| ICA Group Wealth Management, LLC | 15,108 | $1.51M | 0.34% | +1,480+10.9% | Added |
| Arden Trust Co | 15,146 | $1.51M | 0.22% | −352−2.3% | Reduced |
| KPP Advisory Services LLC | 15,164 | $1.52M | 1.33% | −1,736−10.3% | Reduced |
| LJI Wealth Management, LLC | 15,172 | $1.52M | 0.39% | +171+1.1% | Added |
| Westmount Partners, LLC | 15,188 | $1.52M | 0.62% | −278−1.8% | Reduced |
| L & S Advisors Inc | 15,204 | $1.52M | 0.19% | −93,461−86.0% | Reduced |
| Monument Capital Management | 15,210 | $1.52M | 0.49% | −21,272−58.3% | Reduced |
| Kahn Brothers Group Inc | 15,223 | $1.52M | 0.24% | −214−1.4% | Reduced |
| MBA Advisors LLC | 15,225 | $1.52M | 0.85% | +60.0% | Added |
| Almanack Investment Partners, LLC. | 15,237 | $1.52M | 0.28% | +179+1.2% | Added |
| Cacti Asset Management LLC | 15,000 | $1.52M | 0.13% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 15,273 | $1.53M | 0.15% | −997−6.1% | Reduced |
| Central Bank & Trust Co | 15,275 | $1.53M | 0.24% | +5,577+57.5% | Added |
| Norris Financial Group, LLC | 15,373 | $1.54M | 0.93% | +6,108+65.9% | Added |