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 |
|---|---|---|---|---|---|
| Warren Averett Asset Management, LLC | 65,941 | $6.59M | 0.25% | +9,575+17.0% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 65,725 | $6.57M | 1.75% | +366+0.6% | Added |
| Woodward Diversified Capital, LLC | 65,723 | $6.57M | 4.13% | +615+0.9% | Added |
| FORA Capital, LLC | 65,612 | $6.56M | 0.56% | +65,612 | New |
| Shelter Mutual Insurance Co | 65,160 | $6.51M | 1.80% | 00.0% | Unchanged |
| Nikko Asset Management Americas, Inc. | 64,925 | $6.49M | 0.06% | −706−1.1% | Reduced |
| Parallel Advisors, LLC | 64,596 | $6.46M | 0.19% | −2,161−3.2% | Reduced |
| Partners Capital Investment Group, LLP | 64,495 | $6.45M | 0.14% | +1,292+2.0% | Added |
| McElhenny Sheffield Capital Management, LLC | 64,468 | $6.45M | 2.62% | +933+1.5% | Added |
| Shilanski & Associates, Inc. | 64,447 | $6.44M | 2.46% | +347+0.5% | Added |
| Wealth Alliance Advisory Group, LLC | 64,312 | $6.43M | 1.68% | +2,399+3.9% | Added |
| Wellington Shields Capital Management, LLC | 64,016 | $6.40M | 0.80% | +7,364+13.0% | Added |
| RPg Family Wealth Advisory, LLC | 63,860 | $6.38M | 2.36% | +3,142+5.2% | Added |
| Trustmark National Bank Trust Department | 63,841 | $6.38M | 0.58% | −1,801−2.7% | Reduced |
| Ritholtz Wealth Management | 63,801 | $6.38M | 0.25% | −1,446−2.2% | Reduced |
| Kercheville Advisors, LLC | 63,755 | $6.37M | 3.58% | −334−0.5% | Reduced |
| Geneos Wealth Management Inc. | 63,698 | $6.37M | 0.31% | −6,075−8.7% | Reduced |
| Belpointe Asset Management LLC | 63,599 | $6.36M | 0.56% | +7,343+13.1% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 63,541 | $6.35M | 2.03% | +440+0.7% | Added |
| Wetherby Asset Management Inc | 63,337 | $6.33M | 0.33% | −2,164−3.3% | Reduced |
| Wilson Asset Management (International) Pty Ltd | 63,130 | $6.31M | 1.76% | +63,130 | New |
| Gibraltar Capital Management, Inc. | 63,064 | $6.31M | 2.69% | −575−0.9% | Reduced |
| Global Retirement Partners, LLC | 64,496 | $6.30M | 0.26% | +4,626+7.7% | Added |
| Ferguson Wellman Capital Management, Inc | 62,938 | $6.29M | 0.14% | −1,145−1.8% | Reduced |
| Semmax Financial Advisors Inc. | 61,493 | $6.29M | 2.29% | +627+1.0% | Added |
| Sendero Wealth Management, LLC | 62,900 | $6.29M | 1.19% | −50.0% | Reduced |
| Eastern Bank | 62,697 | $6.27M | 0.28% | −3,228−4.9% | Reduced |
| IronBridge Private Wealth, LLC | 62,605 | $6.26M | 3.05% | +23,963+62.0% | Added |
| Motco | 62,603 | $6.26M | 0.40% | +212+0.3% | Added |
| IHT Wealth Management, LLC | 62,565 | $6.26M | 0.28% | −2,006−3.1% | Reduced |
| Focus Financial Network Inc | 62,385 | $6.24M | 0.23% | +62,385 | New |
| Rothschild Investment LLC | 62,064 | $6.21M | 0.52% | +62,064 | New |
| Crawford Investment Counsel Inc | 61,789 | $6.18M | 0.12% | −386−0.6% | Reduced |
| M Holdings Securities, Inc. | 61,652 | $6.16M | 0.70% | −2,054−3.2% | Reduced |
| Arkadios Wealth Advisors | 61,636 | $6.16M | 0.52% | +507+0.8% | Added |
| Chelsea Counsel Co | 61,558 | $6.15M | 3.26% | −702−1.1% | Reduced |
| Accurate Wealth Management, LLC | 62,320 | $6.15M | 1.91% | −967−1.5% | Reduced |
| Foster & Motley Inc | 61,421 | $6.14M | 0.46% | −1,496−2.4% | Reduced |
| Boston Financial Mangement LLC | 61,383 | $6.14M | 0.21% | +8,908+17.0% | Added |
| Sagefield Capital LP | 61,375 | $6.14M | 0.79% | −100,397−62.1% | Reduced |
| Congress Wealth Management LLC | 61,288 | $6.13M | 0.11% | −2,739−4.3% | Reduced |
| Independent Investors Inc | 60,994 | $6.10M | 1.40% | −33−0.1% | Reduced |
| LMG Wealth Partners, LLC | 60,647 | $6.06M | 1.68% | −434−0.7% | Reduced |
| Chicago Partners Investment Group LLC | 60,845 | $6.06M | 0.28% | +3,106+5.4% | Added |
| Grove Bank & Trust | 60,543 | $6.05M | 1.11% | −1,736−2.8% | Reduced |
| Cornerstone Wealth Management, LLC | 60,469 | $6.05M | 0.52% | −3,432−5.4% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 60,413 | $6.04M | 1.60% | +103+0.2% | Added |
| Texas Yale Capital Corp. | 60,408 | $6.04M | 0.29% | −7,110−10.5% | Reduced |
| First Dallas Securities Inc. | 60,365 | $6.04M | 3.11% | +40,052+197.2% | Added |
| Principal Securities, Inc. | 60,352 | $6.03M | 0.22% | +60,352 | New |
| Bridges Investment Management Inc | 60,336 | $6.03M | 0.20% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 60,287 | $6.03M | 0.72% | −2,506−4.0% | Reduced |
| Equitable Holdings, Inc. | 60,138 | $6.01M | 0.07% | +4,534+8.2% | Added |
| MYDA Advisors LLC | 60,000 | $6.00M | 2.65% | +60,000 | New |
| Wells Trecaso Financial Group, LLC | 59,973 | $6.00M | 2.42% | +387+0.6% | Added |
| BLB&B Advisors, LLC | 59,963 | $6.00M | 0.38% | −678−1.1% | Reduced |
| Horizon Investments, LLC | 60,136 | $5.96M | 0.17% | −25,230−29.6% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 59,000 | $5.90M | 3.23% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 58,984 | $5.90M | 0.63% | +1,222+2.1% | Added |
| Concorde Financial Corp | 58,930 | $5.89M | 4.03% | +49,130+501.3% | Added |
| Hourglass Capital, LLC | 58,888 | $5.89M | 1.90% | +2,379+4.2% | Added |
| Beck Mack & Oliver LLC | 58,455 | $5.84M | 0.14% | +3,395+6.2% | Added |
| Palisade Asset Management, LLC | 58,390 | $5.84M | 0.64% | −185−0.3% | Reduced |
| Trust Co of Toledo NA | 58,373 | $5.84M | 1.01% | −2,274−3.7% | Reduced |
| Allen Wealth Management, LLC | 58,328 | $5.83M | 5.71% | +58,328 | New |
| B & T Capital Management DBA Alpha Capital Management | 58,214 | $5.82M | 1.20% | −835−1.4% | Reduced |
| Meeder Advisory Services, Inc. | 58,015 | $5.80M | 0.66% | +626+1.1% | Added |
| Aigen Investment Management, LP | 57,923 | $5.79M | 1.03% | +57,923 | New |
| Heritage Trust Co | 57,905 | $5.79M | 0.81% | +1,365+2.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 57,853 | $5.78M | 0.35% | +10,277+21.6% | Added |
| Marco Investment Management LLC | 57,824 | $5.78M | 0.59% | +6,591+12.9% | Added |
| Concentric Wealth Management, LLC | 57,780 | $5.78M | 1.68% | +21,118+57.6% | Added |
| Dynamic Advisor Solutions LLC | 56,272 | $5.78M | 0.22% | +5,661+11.2% | Added |
| Stratos Wealth Advisors, LLC | 57,712 | $5.77M | 0.33% | +5,043+9.6% | Added |
| North Star Investment Management Corp. | 57,671 | $5.77M | 0.44% | +14,238+32.8% | Added |
| Community Bank, N.A. | 57,579 | $5.76M | 0.75% | −7,788−11.9% | Reduced |
| Founders Capital Management | 57,505 | $5.75M | 4.18% | −514−0.9% | Reduced |
| Fred Alger Management, LLC | 57,220 | $5.72M | 0.03% | +3,994+7.5% | Added |
| 1st Source Bank | 57,176 | $5.72M | 0.35% | +4,495+8.5% | Added |
| Moloney Securities Asset Management, LLC | 57,169 | $5.72M | 0.92% | +911+1.6% | Added |
| Great Valley Advisor Group, Inc. | 57,128 | $5.71M | 0.20% | +9,754+20.6% | Added |
| Picton Mahoney Asset Management | 57,110 | $5.71M | 0.26% | −6,135−9.7% | Reduced |
| SeaCrest Wealth Management, LLC | 55,494 | $5.70M | 0.70% | −2,035−3.5% | Reduced |
| NEOS Investment Management LLC | 56,906 | $5.69M | 0.54% | +16,537+41.0% | Added |
| Per Stirling Capital Management, LLC. | 56,894 | $5.69M | 1.04% | −1,728−2.9% | Reduced |
| Marietta Investment Partners LLC | 56,877 | $5.69M | 1.42% | +489+0.9% | Added |
| Channing Capital Management, LLC | 56,864 | $5.69M | 0.17% | +56,864 | New |
| Jeppson Wealth Management, LLC | 56,857 | $5.68M | 2.35% | −885−1.5% | Reduced |
| Asset Dedication, LLC | 57,248 | $5.68M | 0.46% | +1,250+2.2% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 56,335 | $5.63M | 1.18% | 00.0% | Unchanged |
| Delta Asset Management LLC | 56,294 | $5.63M | 0.54% | +2,034+3.7% | Added |
| Ballentine Partners, LLC | 56,171 | $5.62M | 0.11% | +5,301+10.4% | Added |
| United Asset Strategies, Inc. | 56,143 | $5.61M | 0.63% | +14,971+36.4% | Added |
| Investment Advisory Services Inc | 56,014 | $5.60M | 2.21% | −302−0.5% | Reduced |
| Clarkston Capital Partners, LLC | 55,943 | $5.59M | 0.10% | +373+0.7% | Added |
| West Family Investments, Inc. | 55,852 | $5.58M | 1.89% | −377−0.7% | Reduced |
| Windle Wealth, LLC | 55,824 | $5.58M | 3.91% | −144−0.3% | Reduced |
| Caldwell Trust Co | 55,823 | $5.58M | 0.70% | +88+0.2% | Added |
| Iowa State Bank | 55,820 | $5.58M | 1.34% | +399+0.7% | Added |
| Waldron Private Wealth LLC | 55,799 | $5.58M | 0.27% | +2,193+4.1% | Added |