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 |
|---|---|---|---|---|---|
| Berkshire Bank | 55,763 | $5.58M | 1.48% | +2,862+5.4% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 55,749 | $5.57M | 1.62% | +1,265+2.3% | Added |
| Pioneer Trust Bank N A | 55,607 | $5.56M | 1.66% | +3,394+6.5% | Added |
| Symphony Financial, Ltd. Co. | 56,764 | $5.55M | 1.19% | +3,447+6.5% | Added |
| Sabal Trust CO | 55,413 | $5.54M | 0.34% | −3,116−5.3% | Reduced |
| BCM Advisors, LLC | 52,781 | $5.53M | 1.45% | −80−0.2% | Reduced |
| Delta Financial Group, Inc. | 55,136 | $5.51M | 1.73% | −298−0.5% | Reduced |
| CORDA Investment Management, LLC. | 55,056 | $5.50M | 0.46% | −267−0.5% | Reduced |
| Martin Capital Partners, LLC | 55,004 | $5.50M | 2.24% | −723−1.3% | Reduced |
| McDaniel Terry & Co | 54,923 | $5.49M | 0.53% | −40−0.1% | Reduced |
| SS&H Financial Advisors, Inc. | 54,820 | $5.48M | 2.32% | +367+0.7% | Added |
| CJM Wealth Advisers, Ltd. | 54,756 | $5.47M | 2.42% | −343−0.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 54,507 | $5.45M | 0.09% | +1,015+1.9% | Added |
| Chicago Trust Co NA | 54,490 | $5.45M | 1.21% | −4,274−7.3% | Reduced |
| Philadelphia Trust Co | 54,459 | $5.45M | 0.51% | −3,908−6.7% | Reduced |
| Sonora Investment Management Group, LLC | 54,222 | $5.42M | 0.44% | −7,314−11.9% | Reduced |
| Lighthouse Investment Partners, LLC | 54,124 | $5.41M | 0.39% | +51,002+1,633.6% | Added |
| Hara Capital LLC | 54,078 | $5.41M | 3.81% | +54,078 | New |
| Resources Management Corp | 54,075 | $5.41M | 0.80% | +1,185+2.2% | Added |
| First Trust Investment Solutions L.P. | 54,004 | $5.40M | 1.12% | +54,004 | New |
| Headinvest, LLC | 53,993 | $5.40M | 1.12% | −2,751−4.8% | Reduced |
| Birmingham Capital Management Co Inc | 53,989 | $5.40M | 2.13% | −900−1.6% | Reduced |
| Silicon Valley Capital Partners | 53,908 | $5.39M | 0.90% | +9,315+20.9% | Added |
| Pettee Investors, Inc. | 53,836 | $5.38M | 2.38% | −424−0.8% | Reduced |
| Hartford Financial Management Inc. | 53,778 | $5.38M | 1.22% | +289+0.5% | Added |
| Avitas Wealth Management LLC | 53,767 | $5.38M | 0.90% | +1,785+3.4% | Added |
| Tower Bridge Advisors | 53,760 | $5.37M | 0.46% | +2,410+4.7% | Added |
| First National Bank & Trust Co of Newtown | 53,682 | $5.37M | 1.15% | −1,610−2.9% | Reduced |
| Glassman Wealth Services | 53,552 | $5.35M | 0.76% | −1,974−3.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 53,539 | $5.35M | 0.59% | −113−0.2% | Reduced |
| Key Financial Inc | 53,535 | $5.35M | 1.46% | −46−0.1% | Reduced |
| Webster Bank, N. A. | 53,535 | $5.35M | 0.66% | +4,012+8.1% | Added |
| Keystone Financial Planning, Inc. | 53,260 | $5.32M | 1.76% | +32+0.1% | Added |
| Ahl Investment Management, Inc. | 53,216 | $5.32M | 4.36% | +202+0.4% | Added |
| Wellington Shields & Co., LLC | 53,080 | $5.31M | 1.96% | −338−0.6% | Reduced |
| Penobscot Investment Management Company, Inc. | 53,056 | $5.30M | 0.62% | +3,828+7.8% | Added |
| Meritage Portfolio Management | 52,976 | $5.30M | 0.35% | −49,536−48.3% | Reduced |
| Harbour Capital Advisors, LLC | 51,114 | $5.28M | 1.45% | +370+0.7% | Added |
| Monarch Capital Management Inc | 52,644 | $5.26M | 1.59% | −183−0.3% | Reduced |
| HGK Asset Management Inc | 52,604 | $5.26M | 1.22% | +1,376+2.7% | Added |
| Brooks, Moore & Associates, Inc. | 52,502 | $5.25M | 3.61% | +2,546+5.1% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 52,482 | $5.25M | 2.43% | +7,353+16.3% | Added |
| 180 Wealth Advisors, LLC | 51,154 | $5.24M | 1.05% | +249+0.5% | Added |
| Fiduciary Group LLC | 52,342 | $5.23M | 0.61% | +896+1.7% | Added |
| Mount Yale Investment Advisors, LLC | 52,331 | $5.23M | 0.50% | −2,286−4.2% | Reduced |
| Cloverfields Capital Group, LP | 52,305 | $5.23M | 2.05% | +11,114+27.0% | Added |
| TRUE Private Wealth Advisors | 52,198 | $5.22M | 0.66% | +3,070+6.2% | Added |
| Confluence Wealth Services, Inc. | 52,190 | $5.22M | 0.57% | +883+1.7% | Added |
| Imprint Wealth LLC | 51,130 | $5.21M | 4.18% | −3,827−7.0% | Reduced |
| GYL Financial Synergies, LLC | 51,939 | $5.19M | 0.43% | +493+1.0% | Added |
| Capital Asset Advisory Services LLC | 51,617 | $5.16M | 0.32% | +2,694+5.5% | Added |
| Slagle Financial, LLC | 102,522 | $5.13M | 2.94% | +56,578+123.1% | Added |
| Journey Advisory Group, LLC | 51,122 | $5.11M | 0.70% | −750−1.4% | Reduced |
| Sentinel Trust Co Lba | 51,113 | $5.11M | 0.67% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 51,086 | $5.11M | 1.14% | −468−0.9% | Reduced |
| Lockheed Martin Investment Management Co | 52,200 | $5.11M | 0.37% | −43,540−45.5% | Reduced |
| Quintet Private Bank (Europe) S.A. | 50,972 | $5.10M | 0.32% | −97,086−65.6% | Reduced |
| Harbour Investments, Inc. | 50,954 | $5.09M | 0.21% | +798+1.6% | Added |
| Voya Financial Advisors, Inc. | 50,838 | $5.09M | 0.61% | +2,834+5.9% | Added |
| McDonald Partners LLC | 50,924 | $5.09M | 1.51% | −1,578−3.0% | Reduced |
| Hunter Associates Investment Management LLC | 50,903 | $5.08M | 0.93% | +394+0.8% | Added |
| SevenBridge Financial Group, LLC | 50,746 | $5.07M | 1.20% | +3,646+7.7% | Added |
| Brendel Financial Advisors LLC | 50,700 | $5.07M | 3.32% | +807+1.6% | Added |
| Janney Capital Management LLC | 50,635 | $5.06M | 0.34% | −1,644−3.1% | Reduced |
| Clare Market Investments LLC | 50,612 | $5.06M | 1.76% | +2,061+4.2% | Added |
| Wright Investors Service Inc | 50,466 | $5.05M | 1.42% | −1,586−3.0% | Reduced |
| Smith, Salley & Associates | 50,421 | $5.04M | 0.33% | −1,025−2.0% | Reduced |
| Boston Research & Management Inc | 50,422 | $5.04M | 1.34% | +1,416+2.9% | Added |
| GLOBALT Investments LLC | 50,232 | $5.02M | 0.21% | +50,232 | New |
| Integrated Advisors Network LLC | 50,154 | $5.01M | 0.28% | +3,843+8.3% | Added |
| McAlister, Sweet & Associates, Inc. | 50,066 | $5.01M | 4.65% | +7,582+17.8% | Added |
| TBH Global Asset Management, LLC | 49,863 | $4.99M | 1.02% | −2,021−3.9% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 49,682 | $4.97M | 5.71% | −1,206−2.4% | Reduced |
| Hikari Tsushin, Inc. | 49,612 | $4.96M | 0.46% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 49,576 | $4.96M | 0.97% | +367+0.7% | Added |
| Godsey & Gibb Associates | 49,575 | $4.96M | 0.56% | +212+0.4% | Added |
| Hills Bank & Trust Co | 49,544 | $4.95M | 0.48% | −994−2.0% | Reduced |
| Valmark Advisers, Inc. | 49,437 | $4.94M | 0.09% | +5,406+12.3% | Added |
| New Hampshire Trust | 49,349 | $4.93M | 1.19% | +238+0.5% | Added |
| WCG Wealth Advisors LLC | 49,333 | $4.93M | 0.36% | +1,689+3.5% | Added |
| Palogic Value Management, L.P. | 49,243 | $4.92M | 2.18% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 49,187 | $4.92M | 0.62% | +1,539+3.2% | Added |
| Financial & Tax Architects, LLC | 49,158 | $4.91M | 1.45% | +213+0.4% | Added |
| Triangle Securities Wealth Management | 49,076 | $4.91M | 1.53% | −168−0.3% | Reduced |
| Plancorp, LLC | 48,993 | $4.90M | 0.23% | +414+0.9% | Added |
| Kessler Investment Group, LLC | 48,937 | $4.89M | 3.00% | +83+0.2% | Added |
| Summit Financial Group Inc | 48,905 | $4.89M | 1.87% | −456−0.9% | Reduced |
| Capital Counsel LLC | 48,788 | $4.88M | 0.24% | 00.0% | Unchanged |
| Hixon Zuercher, LLC | 48,746 | $4.87M | 2.26% | −11,527−19.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 48,724 | $4.87M | 0.17% | +147+0.3% | Added |
| Aries Wealth Management | 48,681 | $4.87M | 1.74% | −7,068−12.7% | Reduced |
| Heirloom Wealth Management | 48,573 | $4.86M | 1.86% | +494+1.0% | Added |
| GHP Investment Advisors, Inc. | 48,479 | $4.85M | 0.26% | +4,811+11.0% | Added |
| Bank of Hawaii | 48,309 | $4.83M | 0.26% | −2,246−4.4% | Reduced |
| Asset Planning Services Inc | 48,265 | $4.83M | 2.93% | −500−1.0% | Reduced |
| Sapient Capital LLC | 48,151 | $4.81M | 0.12% | +48,151 | New |
| Abbrea Capital, LLC | 48,143 | $4.81M | 0.69% | −446−0.9% | Reduced |
| IFG Advisory, LLC | 48,119 | $4.81M | 0.35% | +555+1.2% | Added |
| Woodmont Investment Counsel LLC | 48,096 | $4.81M | 0.45% | +385+0.8% | Added |
| Venturi Wealth Management, LLC | 47,887 | $4.79M | 0.34% | −2,979−5.9% | Reduced |