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
- 3,764
- +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
- 1,548 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 | 4,806 | $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, 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 |
|---|---|---|---|---|---|
| Mosaic Family Wealth Partners, LLC | 3,371 | $337.0K | 0.06% | +102+3.1% | Added |
| HC Advisors, LLC | 3,371 | $337.1K | 0.19% | +965+40.1% | Added |
| Shayne & Co., LLC | 3,373 | $337.2K | 0.10% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 3,386 | $338.5K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 3,386 | $338.5K | 0.34% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 3,388 | $338.7K | 0.16% | +4+0.1% | Added |
| Tamar Securities, LLC | 3,398 | $339.7K | 0.07% | +28+0.8% | Added |
| Union Investments & Development Ltd. | 3,400 | $339.9K | 0.32% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 3,405 | $340.4K | 0.19% | 00.0% | Unchanged |
| PFW Advisors LLC | 3,415 | $341.4K | 0.11% | +3,415 | New |
| NewSquare Capital LLC | 3,417 | $341.6K | 0.03% | −6,245−64.6% | Reduced |
| Gouws Capital LLC | 3,420 | $341.9K | 0.28% | −80−2.3% | Reduced |
| Arrowroot Family Office, LLC | 3,422 | $342.1K | 0.24% | +2+0.1% | Added |
| Richardson Financial Services Inc. | 3,425 | $342.4K | 0.30% | +3,425 | New |
| Affinity Wealth Management LLC | 3,436 | $343.5K | 0.07% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 3,438 | $343.7K | 0.09% | −862−20.0% | Reduced |
| First International Bank & Trust | 3,443 | $344.2K | 0.13% | −371−9.7% | Reduced |
| Burton Enright Welch | 3,445 | $344.4K | 0.09% | −378−9.9% | Reduced |
| Bluesphere Advisors, LLC | 3,453 | $345.2K | 0.21% | −164−4.5% | Reduced |
| Aspen Wealth Strategies, LLC | 3,456 | $345.5K | 0.25% | +5+0.1% | Added |
| Saturna Capital CORP | 3,459 | $345.8K | 0.01% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 3,462 | $346.0K | 0.17% | 00.0% | Unchanged |
| Hoge Financial Services, LLC | 3,472 | $347.1K | 0.35% | +3,472 | New |
| Peak Financial Management, Inc. | 3,476 | $347.5K | 0.12% | +1,000+40.4% | Added |
| Macroview Investment Management LLC | 3,476 | $347.5K | 0.41% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 3,483 | $348.3K | 0.34% | +3,483 | New |
| Norwood Financial Corp | 3,486 | $348.5K | 0.53% | −8,610−71.2% | Reduced |
| Kolinsky Wealth Management, LLC | 3,498 | $349.8K | 0.31% | −214−5.8% | Reduced |
| White Lighthouse Investment Management Inc. | 3,499 | $349.8K | 0.08% | 00.0% | Unchanged |
| JDM Financial Group LLC | 3,506 | $350.5K | 0.29% | 00.0% | Unchanged |
| Towercrest Capital Management | 3,508 | $350.7K | 0.06% | +23+0.7% | Added |
| Plan Group Financial, LLC | 3,520 | $351.9K | 0.31% | −669−16.0% | Reduced |
| Crown Oak Advisors, LLC | 3,521 | $352.1K | 0.21% | +3,521 | New |
| Retirement Financial Solutions, LLC | 3,522 | $352.1K | 0.20% | +3,522 | New |
| Meixler Investment Management, Ltd. | 3,525 | $352.4K | 0.29% | 00.0% | Unchanged |
| AMJ Financial Wealth Management | 3,526 | $352.5K | 0.15% | +10.0% | Added |
| Purus Wealth Management, LLC | 3,527 | $352.6K | 0.20% | +409+13.1% | Added |
| Bourne Lent Asset Management Inc | 3,527 | $352.6K | 0.14% | 00.0% | Unchanged |
| Elite Wealth Management, Inc. | 3,532 | $353.1K | 0.10% | 00.0% | Unchanged |
| Dominguez Wealth Management Solutions, Inc. | 3,542 | $354.2K | 0.29% | −5,040−58.7% | Reduced |
| Panoramic Investment Advisors, LLC | 3,545 | $354.4K | 0.31% | 00.0% | Unchanged |
| Ariston Services Group | 3,550 | $354.9K | 0.34% | +3,550 | New |
| Fluent Financial, LLC | 3,555 | $355.4K | 0.21% | −55−1.5% | Reduced |
| Biltmore Wealth Management, LLC | 3,556 | $355.5K | 0.17% | 00.0% | Unchanged |
| Cambridge Financial Group, LLC | 3,564 | $356.4K | 0.19% | +3,564 | New |
| Tillman Hartley LLC | 3,566 | $356.5K | 0.13% | 00.0% | Unchanged |
| Connors Investor Services Inc | 3,570 | $357.0K | 0.04% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 3,573 | $357.2K | 0.25% | −279−7.2% | Reduced |
| Brady Family Wealth, LLC | 3,573 | $357.2K | 0.12% | +395+12.4% | Added |
| Brookmont Capital Management | 3,577 | $357.6K | 0.20% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 3,591 | $359.0K | 0.39% | +3,591 | New |
| Juncture Wealth Strategies, LLC | 3,594 | $359.3K | 0.16% | −327−8.3% | Reduced |
| Ocean Capital Management, LLC | 3,600 | $359.9K | 0.15% | −100−2.7% | Reduced |
| LVZ Advisors, Inc. | 3,605 | $360.4K | 0.05% | −350−8.8% | Reduced |
| Legacy Wealth Management, LLC | 3,622 | $362.1K | 0.17% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 3,623 | $362.3K | 0.17% | +2+0.1% | Added |
| RPG Investment Advisory, LLC | 3,627 | $362.6K | 0.06% | 00.0% | Unchanged |
| HFR Wealth Management, LLC | 3,636 | $364.0K | 0.10% | 00.0% | Unchanged |
| Alterna Wealth Management, Inc | 3,652 | $365.1K | 0.44% | +3,652 | New |
| Paragon Capital Management Ltd | 3,655 | $365.5K | 0.07% | −117−3.1% | Reduced |
| waypoint wealth counsel | 3,656 | $365.5K | 0.31% | −1,219−25.0% | Reduced |
| Bay Rivers Group | 3,657 | $365.6K | 0.23% | −5−0.1% | Reduced |
| Oldfather Financial Services, LLC | 3,662 | $366.1K | 0.16% | +45+1.2% | Added |
| Solstein Capital, LLC | 3,664 | $366.3K | 0.27% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 3,669 | $366.9K | 0.15% | −138−3.6% | Reduced |
| Catalina Capital Group, LLC | 3,672 | $367.2K | 0.28% | +3,672 | New |
| Detalus Advisors, LLC | 3,673 | $367.2K | 0.15% | −12−0.3% | Reduced |
| Ballast Advisors LLC | 3,674 | $367.3K | 0.14% | −2,588−41.3% | Reduced |
| Youngs Advisory Group, Inc. | 3,685 | $368.4K | 0.18% | +10.0% | Added |
| McNamara Financial Services, Inc. | 3,685 | $368.4K | 0.08% | −385−9.5% | Reduced |
| BlueChip Wealth Advisors LLC | 3,685 | $368.4K | 0.26% | +3,685 | New |
| FMA Wealth Management, LLC | 3,689 | $368.9K | 0.34% | +3,689 | New |
| Shapiro Capital Management LLC | 3,700 | $369.9K | 0.01% | 00.0% | Unchanged |
| Peninsula Wealth, LLC | 3,700 | $370.0K | 0.08% | +136+3.8% | Added |
| DiNuzzo Private Wealth, Inc. | 3,702 | $370.1K | 0.05% | +3,702 | New |
| Alta Wealth Advisors LLC | 3,704 | $370.4K | 0.21% | −303−7.6% | Reduced |
| JMG Financial Group, Ltd. | 3,715 | $371.4K | 0.02% | −100−2.6% | Reduced |
| Archetype Wealth Partners | 3,726 | $372.0K | 0.07% | −592−13.7% | Reduced |
| Copeland Capital Management, LLC | 3,725 | $372.4K | 0.01% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 3,728 | $372.7K | 0.14% | +94+2.6% | Added |
| Rather & Kittrell, Inc. | 3,737 | $373.6K | 0.13% | +282+8.2% | Added |
| First National Bank of Hutchinson | 3,742 | $374.1K | 0.27% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 3,752 | $375.1K | 0.15% | −196−5.0% | Reduced |
| Rosenbaum Jay D. | 3,756 | $375.5K | 0.97% | −4,053−51.9% | Reduced |
| Smartleaf Asset Management LLC | 4,180 | $375.6K | 0.10% | +4,180 | New |
| Horst & Graben Wealth Management LLC | 3,765 | $376.5K | 0.08% | −10.0% | Reduced |
| Sather Financial Group Inc | 3,773 | $377.3K | 0.03% | −44−1.2% | Reduced |
| Darwin Advisors, LLC | 3,775 | $377.5K | 0.10% | +104+2.8% | Added |
| Blue Bell Private Wealth Management, LLC | 3,779 | $377.8K | 0.09% | −239−5.9% | Reduced |
| Dupree Financial Group, LLC | 3,780 | $377.9K | 0.18% | +3,780 | New |
| Annandale Capital, LLC | 3,780 | $378.0K | 0.09% | −152−3.9% | Reduced |
| Pegasus Partners Ltd. | 3,788 | $378.7K | 0.04% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 3,789 | $378.8K | 0.21% | −3−0.1% | Reduced |
| Kozak & Associates, Inc. | 3,878 | $378.9K | 0.12% | +31+0.8% | Added |
| Palumbo Wealth Management LLC | 3,799 | $379.8K | 0.19% | +36+1.0% | Added |
| Banque Pictet & Cie SA | 3,800 | $379.9K | 0.00% | −8,361−68.8% | Reduced |
| Teramo Advisors, LLC | 3,800 | $379.9K | 0.20% | 00.0% | Unchanged |
| Warner Financial, Inc | 3,805 | $380.0K | 0.21% | +10.0% | Added |
| Truvestments Capital LLC | 3,803 | $380.3K | 0.17% | +637+20.1% | Added |
| Bishop & Co Investment Management, LLC | 3,812 | $381.1K | 0.16% | +3,812 | Added |