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 |
|---|---|---|---|---|---|
| Private Wealth Advisors | 4,901 | $490.0K | 0.21% | −644−11.6% | Reduced |
| Nalls Sherbakoff Group, LLC | 4,902 | $490.1K | 0.44% | +50+1.0% | Added |
| IAM Advisory, LLC | 4,904 | $490.3K | 0.15% | −35−0.7% | Reduced |
| OneAscent Wealth Management LLC | 4,913 | $491.0K | 0.20% | +651+15.3% | Added |
| Evolution Advisers, Inc. | 4,807 | $492.0K | 0.31% | +13+0.3% | Added |
| Element Wealth, LLC | 4,928 | $492.8K | 0.31% | −276−5.3% | Reduced |
| Schrum Private Wealth Management LLC | 4,933 | $493.1K | 0.70% | −770−13.5% | Reduced |
| Lowe Wealth Advisors, LLC | 4,938 | $493.7K | 0.24% | −43−0.9% | Reduced |
| Pathway Financial Advisors LLC | 4,942 | $494.1K | 0.14% | −44−0.9% | Reduced |
| Seed Wealth Management, Inc. | 4,834 | $494.8K | 0.50% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 4,957 | $495.6K | 0.39% | +4,957 | New |
| Gateway Wealth Partners, LLC | 4,961 | $496.0K | 0.20% | −2,268−31.4% | Reduced |
| Monument Group Wealth Advisors, LLC | 4,964 | $496.3K | 0.42% | +4,964 | New |
| Epic Trust Investment Advisors, LLC | 4,980 | $497.9K | 0.67% | −38−0.8% | Reduced |
| SPC Financial, Inc. | 4,984 | $498.3K | 0.05% | +142+2.9% | Added |
| Confluence Investment Management LLC | 4,985 | $498.4K | 0.01% | +283+6.0% | Added |
| SOA Wealth Advisors, LLC. | 4,986 | $498.5K | 0.11% | +204+4.3% | Added |
| Abacus Wealth Partners, LLC | 4,999 | $499.8K | 0.08% | +380+8.2% | Added |
| Jupiter Wealth Management LLC | 5,000 | $499.9K | 0.29% | 00.0% | Unchanged |
| David J Yvars Group | 5,005 | $500.4K | 0.40% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 5,009 | $500.8K | 0.11% | −13−0.3% | Reduced |
| New Republic Capital, LLC | 5,014 | $501.3K | 0.36% | +913+22.3% | Added |
| Kendall Capital Management | 5,023 | $502.2K | 0.20% | −89−1.7% | Reduced |
| Family Asset Management, LLC | 5,030 | $502.9K | 0.34% | +9+0.2% | Added |
| Trail Ridge Investment Advisors, LLC | 5,035 | $503.4K | 0.31% | +1,000+24.8% | Added |
| Marotta Asset Management | 5,039 | $503.8K | 0.11% | −929−15.6% | Reduced |
| Seven Springs Wealth Group, LLC | 5,039 | $503.8K | 0.23% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 5,045 | $504.0K | 0.00% | −3,036−37.6% | Reduced |
| MKT Advisors LLC | 4,917 | $504.6K | 0.33% | −871−15.0% | Reduced |
| Lane & Associates LLC | 5,058 | $505.7K | 0.37% | −509−9.1% | Reduced |
| Roth Financial Partners LLC | 5,084 | $508.3K | 0.26% | +344+7.3% | Added |
| Townsend Asset Management Corp | 5,086 | $508.5K | 0.23% | +8+0.2% | Added |
| Cornercap Investment Counsel Inc | 5,087 | $508.6K | 0.08% | −55,135−91.6% | Reduced |
| Austin Asset Management Co Inc | 5,087 | $508.6K | 0.13% | −79−1.5% | Reduced |
| Moseley Investment Management Inc | 5,095 | $509.4K | 0.28% | +101+2.0% | Added |
| Enterprise Bank & Trust Co | 5,110 | $510.9K | 0.18% | +1,919+60.1% | Added |
| Vanguard Capital Wealth Advisors | 5,116 | $511.6K | 0.41% | +458+9.8% | Added |
| RiverGlades Family Offices LLC | 4,975 | $513.3K | 0.42% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 5,141 | $514.0K | 0.24% | 00.0% | Unchanged |
| Garde Capital, Inc. | 5,142 | $514.0K | 0.04% | +26+0.5% | Added |
| Constant Guidance Financial LLC | 5,142 | $514.1K | 0.52% | +1,254+32.3% | Added |
| SRB Corp | 5,146 | $514.5K | 0.03% | +865+20.2% | Added |
| AFS Financial Group, LLC | 5,146 | $514.5K | 0.48% | −11,191−68.5% | Reduced |
| Crown Wealth Group, LLC | 5,153 | $515.2K | 0.31% | +999+24.0% | Added |
| Chapin Davis, Inc. | 5,167 | $516.6K | 0.22% | −345−6.3% | Reduced |
| Koss-Olinger Consulting, LLC | 5,176 | $517.0K | 0.05% | −4,111−44.3% | Reduced |
| Basepoint Wealth LLC | 5,171 | $517.0K | 0.42% | +2,138+70.5% | Added |
| Wilson & Boucher Capital Management, LLC | 5,185 | $518.4K | 0.44% | −320−5.8% | Reduced |
| Acima Private Wealth, LLC | 5,192 | $519.1K | 0.20% | 00.0% | Unchanged |
| Concentrum Wealth Management | 5,193 | $519.2K | 0.27% | −109−2.1% | Reduced |
| Sound Financial Strategies Group, LLC | 5,203 | $520.2K | 0.44% | −2,978−36.4% | Reduced |
| Sicart Associates LLC | 5,203 | $520.2K | 0.20% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 5,205 | $520.4K | 0.32% | −2,664−33.9% | Reduced |
| Shorepoint Capital Partners LLC | 5,209 | $520.8K | 0.14% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 5,217 | $522.0K | 0.10% | −100−1.9% | Reduced |
| Arnhold LLC | 5,228 | $522.7K | 0.06% | 00.0% | Unchanged |
| Yeomans Consulting Group, Inc. | 5,228 | $522.7K | 0.26% | +5,228 | New |
| Sollinda Capital Management LLC | 5,238 | $523.7K | 0.15% | +5,238 | New |
| Austin Wealth Management, LLC | 5,051 | $523.9K | 0.14% | −654−11.5% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5,244 | $524.3K | 0.16% | −221−4.0% | Reduced |
| Bernardo Wealth Planning LLC | 5,248 | $524.7K | 0.17% | −130−2.4% | Reduced |
| Nabity-Jensen Investment Management Inc | 5,258 | $525.7K | 0.47% | +5,258 | New |
| Bremer Bank National Association | 5,272 | $527.1K | 0.10% | −862−14.1% | Reduced |
| Financial Insights, Inc. | 5,274 | $527.3K | 0.16% | +12+0.2% | Added |
| Southern Capital Advisors, LLC | 5,277 | $527.6K | 0.37% | +39+0.7% | Added |
| Strategy Asset Managers LLC | 5,278 | $527.7K | 0.13% | −551−9.5% | Reduced |
| Gratus Wealth Advisors, LLC | 5,282 | $528.1K | 0.10% | +5,282 | New |
| Foster Dykema Cabot & Partners, LLC | 5,290 | $528.9K | 0.06% | +5,290 | New |
| Aspire Capital Advisors LLC | 5,291 | $529.0K | 0.21% | −43−0.8% | Reduced |
| Equity Investment Corp | 5,291 | $529.0K | 0.01% | −29−0.5% | Reduced |
| Commons Capital, LLC | 5,313 | $531.2K | 0.84% | +84+1.6% | Added |
| Long Road Investment Counsel, LLC | 5,175 | $532.0K | 0.22% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 5,336 | $533.0K | 0.44% | −125−2.3% | Reduced |
| Roanoke Asset Management Corp | 5,335 | $533.0K | 0.20% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 5,336 | $533.5K | 0.14% | −12,674−70.4% | Reduced |
| Virtus ETF Advisers LLC | 5,338 | $533.7K | 0.34% | −1,851−25.7% | Reduced |
| Kelman-Lazarov, Inc. | 5,343 | $534.2K | 0.12% | −103−1.9% | Reduced |
| Monetary Management Group Inc | 5,350 | $534.9K | 0.17% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 5,357 | $535.6K | 0.04% | +51+1.0% | Added |
| American Capital Advisory, LLC | 5,360 | $535.9K | 0.38% | +5,360 | New |
| Accel Wealth Management | 5,364 | $536.3K | 0.27% | +535+11.1% | Added |
| Derbend Asset Management | 5,371 | $537.0K | 0.31% | +181+3.5% | Added |
| Wayfinding Financial, LLC | 5,379 | $537.0K | 0.37% | −43−0.8% | Reduced |
| Strata Wealth Advisors, LLC | 5,381 | $538.0K | 0.21% | −471−8.0% | Reduced |
| Campbell Newman Asset Management Inc | 5,383 | $538.2K | 0.05% | −500−8.5% | Reduced |
| GDS Wealth Management | 5,389 | $538.8K | 0.07% | +632+13.3% | Added |
| Bruce G. Allen Investments, LLC | 5,397 | $539.6K | 0.49% | +5,397 | New |
| Southland Equity Partners LLC | 5,397 | $539.6K | 0.17% | +690+14.7% | Added |
| Magnolia Capital Management Ltd | 5,400 | $540.0K | 0.49% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 5,402 | $540.1K | 0.02% | +1,152+27.1% | Added |
| Beta Wealth Group, Inc. | 5,404 | $540.3K | 0.28% | +4+0.1% | Added |
| Legacy Capital Group California, Inc. | 5,407 | $540.6K | 0.21% | −1,620−23.1% | Reduced |
| Lingohr & Partner Asset Management GmbH | 5,466 | $541.0K | 1.23% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 5,414 | $541.3K | 0.42% | +172+3.3% | Added |
| Seaside Wealth Management, Inc. | 5,417 | $541.6K | 0.25% | +16+0.3% | Added |
| Curran Financial Partners, LLC | 5,438 | $541.7K | 0.21% | +194+3.7% | Added |
| Cascade Investment Group, Inc. | 5,418 | $541.7K | 0.44% | +514+10.5% | Added |
| HMS Capital Management, LLC | 5,419 | $541.8K | 0.33% | −2,804−34.1% | Reduced |
| First PREMIER Bank | 5,419 | $542.0K | 0.15% | +1,081+24.9% | Added |
| Greenwood Capital Associates LLC | 5,423 | $542.2K | 0.07% | +1,035+23.6% | Added |