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, Q1 2024
Institutional positions in ExxonMobil Holdings Corp as of Mar 31, 2024. 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
- 3,809
- +94 vs. Q4 2023
- Shares held
- 2.50B
- +66.5M (+2.7%) vs. Q4 2023
- Total value
- $289.6B
- +$45.8B (+18.8%) vs. Q4 2023
- New holders
- 233
- 1,719 more added
- Sold out
- 139
- 1,429 more reduced
50 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding ExxonMobil Holdings Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pegasus Asset Management, Inc. | 8,008 | $930.8K | 0.36% | +473+6.3% | Added |
| Fiduciary Family Office, LLC | 8,020 | $932.2K | 0.37% | +1,824+29.4% | Added |
| China Universal Asset Management Co., Ltd. | 8,025 | $932.8K | 0.12% | +8,025 | New |
| Kayne Anderson Rudnick Investment Management LLC | 8,028 | $933.3K | 0.00% | −1,154−12.6% | Reduced |
| Holistic Financial Partners | 8,056 | $936.4K | 0.48% | +452+5.9% | Added |
| Deseret Mutual Benefit Administrators | 8,065 | $937.5K | 0.47% | +873+12.1% | Added |
| Lifeworks Advisors, LLC | 8,066 | $937.6K | 0.26% | +1,073+15.3% | Added |
| Lodestone Wealth Management LLC | 8,071 | $938.2K | 0.50% | −68−0.8% | Reduced |
| Jackson Hole Capital Partners, LLC | 8,072 | $938.3K | 0.21% | +78+1.0% | Added |
| Paulson Wealth Management Inc. | 8,102 | $941.8K | 0.28% | −944−10.4% | Reduced |
| Legacy Trust | 8,126 | $944.6K | 0.24% | +1,960+31.8% | Added |
| Seelaus Asset Management LLC | 8,131 | $945.1K | 0.94% | −498−5.8% | Reduced |
| Bridgewealth Advisory Group, LLC | 8,134 | $945.5K | 0.46% | +70+0.9% | Added |
| Coho Partners, Ltd. | 8,135 | $945.6K | 0.02% | −6,924−46.0% | Reduced |
| Benedict Financial Advisors Inc | 8,145 | $946.7K | 0.24% | +3,492+75.0% | Added |
| IVC Wealth Advisors LLC | 8,150 | $947.4K | 0.55% | +649+8.7% | Added |
| New Jersey Better Educational Savings Trust | 8,164 | $949.0K | 1.79% | 00.0% | Unchanged |
| Select Asset Management & Trust | 8,168 | $949.0K | 0.39% | +60+0.7% | Added |
| Swisher Financial Concepts, Inc. | 7,790 | $949.0K | 0.83% | +22+0.3% | Added |
| LM Advisors LLC | 8,979 | $953.0K | 0.15% | −1,881−17.3% | Reduced |
| Wulff, Hansen & Co. | 8,201 | $953.3K | 0.95% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 8,204 | $953.7K | 0.20% | +776+10.4% | Added |
| OMC Financial Services LTD | 8,207 | $954.0K | 0.48% | +8,207 | New |
| Perkins Coie Trust Co | 8,214 | $954.8K | 0.22% | +377+4.8% | Added |
| Adalta Capital Management LLC | 8,221 | $955.6K | 0.53% | 00.0% | Unchanged |
| Renaissance Group LLC | 8,319 | $956.4K | 0.04% | +1,410+20.4% | Added |
| Gibbs Wealth Management | 8,229 | $956.5K | 0.55% | +8,229 | New |
| Wellington Wealth Strategies, LLC. | 8,232 | $956.9K | 0.46% | +1,983+31.7% | Added |
| Crew Capital Management, Ltd. | 8,254 | $959.5K | 0.78% | +617+8.1% | Added |
| Octavia Wealth Advisors, LLC | 8,270 | $961.3K | 0.14% | −81−1.0% | Reduced |
| BOS Asset Management, LLC | 8,271 | $961.4K | 0.50% | −907−9.9% | Reduced |
| Regatta Capital Group, LLC | 8,293 | $964.0K | 0.22% | +1,988+31.5% | Added |
| Heartwood Wealth Advisors LLC | 8,296 | $964.3K | 0.12% | −655−7.3% | Reduced |
| Wealthcare Capital Management LLC | 8,297 | $964.5K | 0.11% | −72−0.9% | Reduced |
| Quest Investment Management LLC | 8,300 | $964.8K | 0.11% | 00.0% | Unchanged |
| Northstar Group, Inc. | 8,305 | $965.4K | 0.19% | −100−1.2% | Reduced |
| Gratus Wealth Advisors, LLC | 8,147 | $965.6K | 0.18% | +2,865+54.2% | Added |
| High Falls Advisors, Inc | 8,307 | $965.6K | 0.24% | −1,497−15.3% | Reduced |
| Elgethun Capital Management | 8,353 | $967.9K | 0.24% | +1,234+17.3% | Added |
| Villere St Denis J & Co LLC | 8,340 | $969.4K | 0.08% | −331−3.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 8,372 | $973.2K | 0.15% | 00.0% | Unchanged |
| Capstone Wealth Management Group, LLC | 8,380 | $974.1K | 0.70% | −2,303−21.6% | Reduced |
| Clayton Financial Group LLC | 8,381 | $974.2K | 0.44% | +8,381 | New |
| Nebula Research & Development LLC | 8,390 | $975.3K | 0.21% | +4,006+91.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 8,400 | $976.4K | 0.00% | −691,600−98.8% | Reduced |
| Perennial Investment Advisors, LLC | 8,423 | $979.2K | 0.15% | +135+1.6% | Added |
| PYA Waltman Capital, LLC | 8,454 | $982.7K | 0.36% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 8,460 | $983.4K | 0.47% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 8,463 | $983.7K | 0.75% | −389−4.4% | Reduced |
| Main Line Retirement Advisors, LLC | 8,463 | $983.8K | 0.77% | +8,463 | New |
| Asahi Life Asset Management Co., Ltd. | 8,470 | $984.6K | 0.59% | −380−4.3% | Reduced |
| Samalin Investment Counsel, LLC | 8,486 | $986.5K | 0.47% | −434−4.9% | Reduced |
| Braun-Bostich & Associates Inc. | 8,488 | $986.6K | 0.83% | −154−1.8% | Reduced |
| Lumbard & Kellner, LLC | 8,494 | $987.3K | 0.48% | −300−3.4% | Reduced |
| Tanglewood Legacy Advisors, LLC | 8,494 | $987.4K | 0.49% | +54+0.6% | Added |
| Monetta Financial Services Inc | 8,500 | $988.0K | 0.89% | 00.0% | Unchanged |
| Diligent Investors, LLC | 8,514 | $989.7K | 0.25% | +259+3.1% | Added |
| Walker Asset Management, LLC | 8,521 | $990.5K | 0.65% | −182−2.1% | Reduced |
| Ellenbecker Investment Group | 8,524 | $990.9K | 0.21% | −142−1.6% | Reduced |
| Family Investment Center, Inc. | 8,526 | $991.1K | 0.32% | −3,200−27.3% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 8,527 | $991.2K | 0.03% | +8,527 | New |
| Balboa Wealth Partners | 8,527 | $991.2K | 0.31% | +1,270+17.5% | Added |
| Retirement Planning Group | 8,545 | $993.3K | 0.08% | +332+4.0% | Added |
| Pensionmark Financial Group, LLC | 7,933 | $993.8K | 0.14% | −8,160−50.7% | Reduced |
| Cedar Brook Financial Partners, LLC | 8,557 | $994.7K | 0.20% | −34−0.4% | Reduced |
| Beacon Financial Advisory LLC | 8,562 | $995.2K | 0.48% | −1,794−17.3% | Reduced |
| Cassady Schiller Wealth Management, LLC | 8,568 | $996.0K | 0.44% | +1,528+21.7% | Added |
| M. Kraus & Co | 8,571 | $996.3K | 0.30% | −883−9.3% | Reduced |
| Cloverfields Capital Group, LP | 8,577 | $997.0K | 0.34% | −43,728−83.6% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 8,598 | $997.4K | 0.46% | +1,447+20.2% | Added |
| 49 Wealth Management, LLC | 8,532 | $998.1K | 0.21% | +897+11.7% | Added |
| McRae Capital Management Inc | 8,589 | $998.4K | 0.22% | −568−6.2% | Reduced |
| Optimum Investment Advisors | 8,604 | $1.00M | 0.46% | 00.0% | Unchanged |
| Financial Management Network Inc | 8,363 | $1.00M | 0.25% | −366−4.2% | Reduced |
| Certified Advisory Corp | 8,619 | $1.00M | 0.14% | −92−1.1% | Reduced |
| Perennial Advisors, LLC | 8,625 | $1.00M | 0.23% | 00.0% | Unchanged |
| One Day In July LLC | 8,636 | $1.00M | 0.13% | +2,453+39.7% | Added |
| Aletheian Wealth Advisors LLC | 8,637 | $1.00M | 0.54% | +983+12.8% | Added |
| IMS Capital Management | 8,641 | $1.00M | 0.47% | +59+0.7% | Added |
| La Banque Postale Asset Management SA | 8,646 | $1.01M | 0.04% | −878−9.2% | Reduced |
| MPS Loria Financial Planners, LLC | 8,660 | $1.01M | 0.34% | −283−3.2% | Reduced |
| Atlas Private Wealth Advisors | 8,678 | $1.01M | 0.34% | −8,378−49.1% | Reduced |
| JNBA Financial Advisors | 8,684 | $1.01M | 0.11% | −10−0.1% | Reduced |
| Cora Capital Advisors LLC | 8,692 | $1.01M | 0.54% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 8,532 | $1.01M | 0.54% | −856−9.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 8,699 | $1.01M | 0.16% | +68+0.8% | Added |
| WPWealth LLP | 8,701 | $1.01M | 0.26% | +90+1.0% | Added |
| WMG Financial Advisors, LLC | 8,737 | $1.02M | 0.58% | +271+3.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 8,737 | $1.02M | 0.36% | +4,345+98.9% | Added |
| PSI Advisors, LLC | 8,741 | $1.02M | 0.37% | +929+11.9% | Added |
| Capital Analysts, LLC | 8,749 | $1.02M | 0.05% | +367+4.4% | Added |
| Northwest Bank & Trust Co | 8,600 | $1.02M | 0.93% | −125−1.4% | Reduced |
| Evernest Financial Advisors, LLC | 8,495 | $1.02M | 0.48% | +407+5.0% | Added |
| Ascent Wealth Partners, LLC | 8,780 | $1.02M | 0.15% | −30−0.3% | Reduced |
| Cynosure Management, LLC | 8,783 | $1.02M | 0.18% | +6,347+260.6% | Added |
| Lodestar Private Asset Management LLC | 8,794 | $1.02M | 0.15% | 00.0% | Unchanged |
| Brave Asset Management Inc | 8,796 | $1.02M | 0.27% | +33+0.4% | Added |
| Carmel Capital Partners, LLC | 8,796 | $1.02M | 0.42% | +86+1.0% | Added |
| Successful Portfolios LLC | 8,825 | $1.03M | 0.70% | −509−5.5% | Reduced |
| First National Bank Sioux Falls | 8,827 | $1.03M | 0.56% | −21−0.2% | Reduced |