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 |
|---|---|---|---|---|---|
| Cottonwood Capital Advisors, LLC | 3,825 | $382.4K | 0.31% | +369+10.7% | Added |
| Tortoise Investment Management, LLC | 3,826 | $382.5K | 0.05% | −51−1.3% | Reduced |
| Baker Boyer National Bank | 3,832 | $383.1K | 0.14% | −240−5.9% | Reduced |
| Zimmermann Investment Management & Planning LLC | 3,833 | $383.2K | 0.16% | +170+4.6% | Added |
| Pension & Wealth Management Advisors, Inc. | 3,836 | $383.6K | 0.24% | +19+0.5% | Added |
| Souders Financial Advisors | 3,839 | $383.9K | 0.07% | −2−0.1% | Reduced |
| Zevin Asset Management LLC | 3,842 | $384.0K | 0.07% | +653+20.5% | Added |
| AJ Advisors, LLC | 3,843 | $384.2K | 0.24% | +28+0.7% | Added |
| Instrumental Wealth, LLC | 3,860 | $384.5K | 0.42% | +163+4.4% | Added |
| Sym Financial Corp | 3,849 | $384.9K | 0.06% | +556+16.9% | Added |
| Melia Wealth LLC | 3,852 | $385.1K | 0.20% | +3,852 | New |
| Fonville Wealth Management LLC | 3,855 | $385.4K | 0.20% | +3,855 | New |
| Geneva Partners, LLC | 3,858 | $385.8K | 0.21% | −2,435−38.7% | Reduced |
| Silver Oak Advisory Group, Inc. | 3,865 | $386.0K | 0.23% | 00.0% | Unchanged |
| Nvest Financial, LLC | 3,862 | $386.1K | 0.30% | −517−11.8% | Reduced |
| Facet Wealth, Inc. | 3,778 | $386.3K | 0.01% | +973+34.7% | Added |
| Bell Investment Advisors, Inc | 3,864 | $386.3K | 0.08% | +427+12.4% | Added |
| CarsonAllaria Wealth Management, Ltd. | 3,872 | $387.2K | 0.28% | −20−0.5% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 3,874 | $387.3K | 2.23% | −2,027−34.4% | Reduced |
| Cypress Capital, LLC | 3,874 | $387.3K | 0.11% | −250−6.1% | Reduced |
| Fenimore Asset Management Inc | 3,878 | $387.7K | 0.01% | −16,474−80.9% | Reduced |
| Oxinas Partners Wealth Management LLC | 3,878 | $387.7K | 0.28% | −50−1.3% | Reduced |
| Keene & Associates, Inc. | 3,880 | $387.9K | 0.32% | 00.0% | Unchanged |
| Talbot Financial, LLC | 3,896 | $389.5K | 0.06% | 00.0% | Unchanged |
| R. W. Roge & Company, Inc. | 3,902 | $390.0K | 0.25% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 3,904 | $390.3K | 0.19% | +3,904 | New |
| O'Dell Group, LLC | 3,904 | $390.4K | 0.10% | −65−1.6% | Reduced |
| Silver Coast Investments LLC | 3,905 | $390.4K | 0.18% | +3,905 | New |
| Loudon Investment Management, LLC | 3,913 | $391.2K | 0.24% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 3,917 | $391.6K | 0.10% | −57−1.4% | Reduced |
| Defined Wealth Management, LLC | 3,938 | $393.7K | 0.30% | −113−2.8% | Reduced |
| Auour Investments LLC | 4,023 | $393.9K | 0.16% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 3,946 | $394.5K | 0.15% | +161+4.3% | Added |
| Blueprint Investment Partners LLC | 3,946 | $394.6K | 0.11% | −8,487−68.3% | Reduced |
| Touchstone Capital, Inc. | 3,949 | $394.8K | 0.38% | 00.0% | Unchanged |
| GSG Advisors LLC | 3,827 | $395.0K | 0.15% | −290−7.0% | Reduced |
| Hurlow Wealth Management Group, Inc. | 3,952 | $395.1K | 0.15% | −90−2.2% | Reduced |
| Winthrop Advisory Group LLC | 3,956 | $395.5K | 0.06% | +425+12.0% | Added |
| Hobbs Group Advisors, LLC | 3,956 | $395.5K | 0.18% | +3,956 | New |
| Nova R Wealth, Inc. | 3,962 | $396.2K | 0.25% | +448+12.7% | Added |
| KilterHowling LLC | 3,897 | $397.4K | 0.30% | +577+17.4% | Added |
| Orca Investment Management, LLC | 3,983 | $398.2K | 0.38% | +37+0.9% | Added |
| Cabot Wealth Management Inc | 3,992 | $399.1K | 0.06% | −475−10.6% | Reduced |
| Atticus Wealth Management, LLC | 4,014 | $401.3K | 0.14% | 00.0% | Unchanged |
| KLR Investment Advisors, LLC | 4,017 | $401.6K | 0.29% | −1,303−24.5% | Reduced |
| Collaborative Wealth Managment Inc. | 4,019 | $401.8K | 0.22% | −150−3.6% | Reduced |
| TD Capital Management LLC | 4,029 | $402.8K | 0.05% | −4,370−52.0% | Reduced |
| Transatlantique Private Wealth LLC | 4,029 | $402.8K | 0.19% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 4,046 | $404.5K | 0.02% | +1,255+45.0% | Added |
| Horan Securities, Inc. | 4,055 | $405.4K | 0.20% | −101−2.4% | Reduced |
| American Financial & Tax Strategies Inc | 4,059 | $405.8K | 0.23% | +4,059 | New |
| Gill Capital Partners, LLC | 4,089 | $408.8K | 0.17% | −304−6.9% | Reduced |
| Security Financial Services, INC. | 4,090 | $408.9K | 0.10% | −599−12.8% | Reduced |
| Howard Wealth Management, LLC | 4,103 | $410.2K | 0.34% | +1,250+43.8% | Added |
| Safeguard Financial, LLC | 4,105 | $410.4K | 0.16% | +25+0.6% | Added |
| Norris Perne & French LLP | 4,107 | $410.6K | 0.03% | −112−2.7% | Reduced |
| Flaharty Asset Management, LLC | 4,109 | $410.8K | 0.06% | +6+0.1% | Added |
| Scholtz & Company, LLC | 4,114 | $411.0K | 0.20% | +4,114 | New |
| Spectrum Strategic Capital Management, LLC | 4,112 | $411.1K | 0.35% | +4,112 | New |
| Liberty Wealth Management LLC | 4,124 | $412.0K | 0.09% | +40+1.0% | Added |
| WestHill Financial Advisors, Inc. | 4,123 | $412.2K | 0.11% | −26−0.6% | Reduced |
| Wheelhouse Advisory Group LLC | 4,135 | $413.5K | 0.36% | +4,135 | New |
| Midwest Heritage Bank, FSB | 4,141 | $414.0K | 0.28% | −276−6.2% | Reduced |
| Atlas Wealth Partners, LLC | 4,015 | $414.0K | 2.28% | −25−0.6% | Reduced |
| Stablepoint Partners, LLC | 4,145 | $414.4K | 0.11% | +4,145 | New |
| Financial Planning & Information Services, Inc. | 4,150 | $414.9K | 0.07% | 00.0% | Unchanged |
| S.E.E.D. Planning Group LLC | 4,155 | $415.5K | 0.17% | −116−2.7% | Reduced |
| Capasso Planning Partners LLC | 4,166 | $416.5K | 0.19% | +4,166 | New |
| Moneywise, Inc. | 4,171 | $417.0K | 0.24% | +355+9.3% | Added |
| Lagoda Investment Management, L.P. | 4,175 | $417.4K | 0.28% | 00.0% | Unchanged |
| Viawealth, LLC | 4,178 | $417.8K | 0.29% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 4,193 | $419.3K | 0.30% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 4,199 | $419.8K | 0.29% | −905−17.7% | Reduced |
| CAP Partners, LLC | 4,201 | $420.0K | 0.42% | +4,201 | New |
| Carderock Capital Management Inc | 4,205 | $420.4K | 0.12% | −158−3.6% | Reduced |
| Westside Investment Management, Inc. | 4,207 | $420.6K | 0.11% | 00.0% | Unchanged |
| Peirce Capital Management, LLC | 4,220 | $421.9K | 0.25% | +4,220 | New |
| Madison Wealth Partners, Inc | 4,222 | $422.1K | 0.17% | −28−0.7% | Reduced |
| Hartline Investment Corp | 4,222 | $422.1K | 0.07% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 4,224 | $422.3K | 0.37% | +283+7.2% | Added |
| Farrell Financial LLC | 3,535 | $422.3K | 0.42% | +3,535 | New |
| Alan B. Lancz & Associates, Inc. | 4,225 | $422.4K | 0.44% | −100−2.3% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 4,235 | $423.4K | 0.35% | −380−8.2% | Reduced |
| Rock Point Advisors, LLC | 4,240 | $423.9K | 0.13% | +275+6.9% | Added |
| Veracity Capital LLC | 4,260 | $425.9K | 0.17% | −423−9.0% | Reduced |
| Running Point Capital Advisors, LLC | 4,264 | $426.3K | 0.21% | −116−2.6% | Reduced |
| Sharkey, Howes & Javer | 4,289 | $428.8K | 0.08% | +2,167+102.1% | Added |
| Circle Wealth Management, LLC | 4,291 | $429.0K | 0.01% | +28+0.7% | Added |
| Strategic Investment Solutions, Inc. | 4,292 | $429.2K | 0.07% | −111,792−96.3% | Reduced |
| Boothbay Fund Management, LLC | 4,307 | $430.6K | 0.02% | −7,582−63.8% | Reduced |
| Elk River Wealth Management, LLC | 4,321 | $432.0K | 0.08% | −400−8.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 4,336 | $433.5K | 0.16% | −444−9.3% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 4,339 | $433.8K | 0.18% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 4,342 | $434.1K | 0.21% | +257+6.3% | Added |
| Jacobsen Capital Management | 4,343 | $434.2K | 0.22% | +254+6.2% | Added |
| Silvant Capital Management LLC | 4,345 | $434.4K | 0.02% | 00.0% | Unchanged |
| Botty Investors LLC | 4,350 | $434.9K | 0.18% | 00.0% | Unchanged |
| McCollum Christoferson Group LLC | 4,351 | $435.0K | 0.13% | +1,300+42.6% | Added |
| PCG Wealth Advisors, LLC | 4,351 | $435.0K | 0.24% | +201+4.8% | Added |
| Financial Partners Group, Inc | 4,361 | $436.0K | 0.08% | +32+0.7% | Added |