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, 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 | 4,293 | $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, 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 |
|---|---|---|---|---|---|
| Wealth Management Partners, LLC | 32,998 | $3.30M | 1.84% | −44−0.1% | Reduced |
| Advisory Research Inc | 33,022 | $3.30M | 0.51% | +24,975+310.4% | Added |
| Gries Financial LLC | 33,091 | $3.31M | 0.73% | −547−1.6% | Reduced |
| KCM Investment Advisors LLC | 33,121 | $3.31M | 0.13% | −2,656−7.4% | Reduced |
| Benjamin Edwards Inc | 33,191 | $3.32M | 0.72% | −483−1.4% | Reduced |
| CFS Investment Advisory Services, LLC | 33,229 | $3.32M | 0.60% | −467−1.4% | Reduced |
| True North Advisors, LLC | 33,227 | $3.32M | 0.85% | −585−1.7% | Reduced |
| Pitti Group Wealth Management, LLC | 33,244 | $3.32M | 3.62% | −100.0% | Reduced |
| Centaurus Financial, Inc. | 33,258 | $3.33M | 0.25% | +2,314+7.5% | Added |
| Formidable Asset Management, LLC | 33,355 | $3.33M | 0.73% | −101−0.3% | Reduced |
| Valley National Advisers Inc | 33,390 | $3.34M | 0.53% | −1,111−3.2% | Reduced |
| Farmers Trust Co | 33,435 | $3.34M | 0.70% | +110.0% | Added |
| Charter Research & Investment Group, Inc. | 33,465 | $3.35M | 2.78% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 33,471 | $3.35M | 0.15% | −351−1.0% | Reduced |
| Kinloch Capital, LLC | 33,514 | $3.35M | 2.13% | −1,074−3.1% | Reduced |
| Regents of the University of California | 33,600 | $3.36M | 0.42% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 33,617 | $3.36M | 1.17% | +217+0.6% | Added |
| Buckingham Strategic Partners | 33,630 | $3.36M | 0.16% | −14,718−30.4% | Reduced |
| Northcape Wealth Management, LLC | 33,657 | $3.37M | 1.22% | +44+0.1% | Added |
| Fortis Group Advisors, LLC | 31,713 | $3.37M | 0.83% | +5,859+22.7% | Added |
| CRA Financial Services, LLC | 33,664 | $3.37M | 0.82% | −2,514−6.9% | Reduced |
| Gateway Advisory, LLC | 33,677 | $3.37M | 0.65% | −347−1.0% | Reduced |
| Keudell/Morrison Wealth Management | 33,698 | $3.37M | 1.11% | −356−1.0% | Reduced |
| Hengehold Capital Management LLC | 33,756 | $3.37M | 0.40% | +173+0.5% | Added |
| Qsemble Capital Management, LP | 33,880 | $3.39M | 0.85% | +29,180+620.9% | Added |
| Whitener Capital Management, Inc. | 33,910 | $3.39M | 1.23% | −564−1.6% | Reduced |
| Trustco Bank Corp N Y | 34,015 | $3.40M | 3.68% | +72+0.2% | Added |
| Creekmur Asset Management LLC | 34,183 | $3.42M | 1.06% | +34,183 | New |
| Fagan Associates, Inc. | 34,219 | $3.42M | 0.74% | +4,228+14.1% | Added |
| Blackhawk Capital Partners LLC. | 34,242 | $3.42M | 2.32% | +2,568+8.1% | Added |
| Vise Technologies, Inc. | 34,340 | $3.43M | 0.74% | −9,558−21.8% | Reduced |
| Burford Brothers, Inc. | 34,351 | $3.43M | 2.43% | +34,351 | New |
| Johnson Financial Group, Inc. | 34,373 | $3.44M | 0.19% | +3,283+10.6% | Added |
| Consolidated Planning Corp | 34,456 | $3.44M | 0.64% | +372+1.1% | Added |
| Eagle Strategies LLC | 34,471 | $3.45M | 0.74% | −76−0.2% | Reduced |
| Roffman Miller Associates Inc | 34,472 | $3.45M | 0.25% | +90.0% | Added |
| Sawyer & Company, Inc | 34,516 | $3.45M | 1.52% | −1,565−4.3% | Reduced |
| Ironwood Investment Counsel, LLC | 34,887 | $3.49M | 0.65% | −613−1.7% | Reduced |
| Altrius Capital Management Inc | 34,896 | $3.49M | 0.97% | +574+1.7% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 34,946 | $3.49M | 1.55% | −2,029−5.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 34,976 | $3.50M | 0.93% | +322+0.9% | Added |
| American Assets Inc | 35,000 | $3.50M | 1.37% | 00.0% | Unchanged |
| Somerville Kurt F | 35,011 | $3.50M | 0.66% | −125−0.4% | Reduced |
| Bridge Creek Capital Management LLC | 35,041 | $3.50M | 1.22% | +100+0.3% | Added |
| Magnus Financial Group LLC | 35,070 | $3.51M | 0.46% | +2,549+7.8% | Added |
| W Advisors, LLC | 35,088 | $3.51M | 2.60% | −18−0.1% | Reduced |
| Diversified, LLC | 35,088 | $3.51M | 0.76% | +1,439+4.3% | Added |
| Herold Advisors, Inc. | 35,112 | $3.51M | 0.97% | +1,260+3.7% | Added |
| Greatmark Investment Partners, Inc. | 35,256 | $3.52M | 0.55% | +70+0.2% | Added |
| Lafayette Investments, Inc. | 35,307 | $3.53M | 0.88% | −117−0.3% | Reduced |
| Pallas Capital Advisors LLC | 35,336 | $3.53M | 0.19% | +2,671+8.2% | Added |
| Northstar Asset Management LLC | 35,380 | $3.54M | 0.93% | −750−2.1% | Reduced |
| Kavar Capital Partners Group, LLC | 35,380 | $3.54M | 0.40% | +18,142+105.2% | Added |
| Insigneo Advisory Services, LLC | 35,382 | $3.54M | 0.50% | +11,338+47.2% | Added |
| Harrell Investment Partners, LLC | 35,389 | $3.54M | 1.10% | +106+0.3% | Added |
| Exchange Capital Management, Inc. | 35,400 | $3.54M | 0.64% | +241+0.7% | Added |
| Nicholas Hoffman & Company, LLC. | 35,404 | $3.54M | 0.21% | +282+0.8% | Added |
| Retirement Investment Advisors, Inc. | 35,445 | $3.54M | 0.51% | −56,443−61.4% | Reduced |
| Garda Capital Partners LP | 35,695 | $3.57M | 1.82% | +35,695 | New |
| Client 1st Advisory Group, LLC | 35,834 | $3.58M | 1.74% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 35,887 | $3.59M | 0.65% | −29−0.1% | Reduced |
| MSH Capital Advisors LLC | 35,893 | $3.59M | 1.34% | −1,326−3.6% | Reduced |
| Eudaimonia Partners, LLC | 35,893 | $3.59M | 0.94% | −2,101−5.5% | Reduced |
| Heritage Wealth Advisors | 35,944 | $3.59M | 0.18% | +351+1.0% | Added |
| Moody National Bank Trust Division | 36,007 | $3.60M | 0.28% | −47,516−56.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 36,077 | $3.61M | 2.59% | −232−0.6% | Reduced |
| Change Path, LLC | 36,114 | $3.61M | 0.23% | +124+0.3% | Added |
| Massachusetts Wealth Management | 36,116 | $3.61M | 2.91% | +842+2.4% | Added |
| Puzo Michael J | 36,131 | $3.61M | 1.15% | −265−0.7% | Reduced |
| Financial Strategies Group, Inc. | 36,430 | $3.63M | 1.04% | +6,373+21.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 36,350 | $3.63M | 0.93% | +2,241+6.6% | Added |
| Financial Advocates Investment Management | 36,439 | $3.64M | 0.24% | −646−1.7% | Reduced |
| Phoenix Holdings Ltd. | 35,374 | $3.65M | 0.06% | +3,702+11.7% | Added |
| Carret Asset Management, LLC | 36,487 | $3.65M | 0.46% | −225−0.6% | Reduced |
| David Loasby | 35,563 | $3.65M | 0.39% | −888−2.4% | Reduced |
| St. Louis Trust Co | 36,533 | $3.65M | 0.63% | +1,000+2.8% | Added |
| McMahon Financial Advisors, LLC | 36,642 | $3.66M | 1.03% | −457−1.2% | Reduced |
| Azzad Asset Management Inc | 36,749 | $3.67M | 0.47% | +2,282+6.6% | Added |
| Helen Stephens Group, LLC | 36,815 | $3.68M | 1.65% | +495+1.4% | Added |
| Flagship Harbor Advisors, LLC | 36,956 | $3.69M | 0.27% | −1,519−3.9% | Reduced |
| Advisory Resource Group | 36,991 | $3.70M | 0.92% | +33,011+829.4% | Added |
| Arvest Trust Co N A | 37,026 | $3.70M | 0.22% | −14,607−28.3% | Reduced |
| Baader Bank INC | 37,130 | $3.71M | 0.32% | +8,671+30.5% | Added |
| Security National Bank of Sioux City Iowa | 37,187 | $3.72M | 2.81% | −315−0.8% | Reduced |
| Karpas Strategies, LLC | 37,243 | $3.72M | 1.23% | −168−0.4% | Reduced |
| Aviance Capital Partners, LLC | 37,296 | $3.73M | 0.80% | −1,432−3.7% | Reduced |
| DT Investment Partners, LLC | 35,581 | $3.73M | 0.40% | −20.0% | Reduced |
| Broderick Brian C | 37,347 | $3.73M | 0.93% | +2,050+5.8% | Added |
| Financial Sense Advisors, Inc. | 37,435 | $3.74M | 1.41% | +3,598+10.6% | Added |
| Grey Street Capital, LLC | 37,457 | $3.74M | 1.78% | +4,173+12.5% | Added |
| Patron Partners Advisors, LLC | 37,461 | $3.75M | 2.48% | +1,090+3.0% | Added |
| World Equity Group, Inc. | 36,896 | $3.75M | 0.75% | +5,614+17.9% | Added |
| Great Diamond Partners, LLC | 37,507 | $3.75M | 0.92% | +1,793+5.0% | Added |
| Shoker Investment Counsel, Inc. | 37,538 | $3.75M | 1.45% | −21−0.1% | Reduced |
| First Command Advisory Services, Inc. | 37,547 | $3.75M | 0.04% | −636−1.7% | Reduced |
| Bull Street Advisors, LLC | 37,571 | $3.76M | 1.90% | −38−0.1% | Reduced |
| FLC Capital Advisors | 37,607 | $3.76M | 1.01% | +2,151+6.1% | Added |
| Greenfield Seitz Capital Management, LLC | 37,613 | $3.76M | 1.50% | +37,613 | New |
| Keating Investment Counselors Inc | 37,678 | $3.77M | 1.35% | −470−1.2% | Reduced |
| Checchi Capital Advisers, LLC | 37,754 | $3.77M | 0.31% | −1,651−4.2% | Reduced |