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; 4,293 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 | 4,293 | $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 |
|---|---|---|---|---|---|
| Steele Capital Management, Inc. | 15,769 | $1.83M | 0.11% | +20.0% | Added |
| Lazari Capital Management, Inc. | 15,825 | $1.84M | 1.00% | −1,234−7.2% | Reduced |
| Lakeridge Wealth Management LLC | 15,826 | $1.84M | 1.19% | −543−3.3% | Reduced |
| Almanack Investment Partners, LLC. | 15,827 | $1.84M | 0.31% | +590+3.9% | Added |
| Guardian Wealth Advisors, LLC | 15,845 | $1.84M | 0.23% | +2,969+23.1% | Added |
| Peak Planning Group, LLC | 15,873 | $1.85M | 1.16% | +261+1.7% | Added |
| Simon Quick Advisors, LLC | 15,875 | $1.85M | 0.14% | +4,369+38.0% | Added |
| Prentice Wealth Management LLC | 15,894 | $1.85M | 0.64% | +839+5.6% | Added |
| Peak Asset Management, LLC | 15,903 | $1.85M | 0.37% | +101+0.6% | Added |
| ML & R Wealth Management LLC | 15,910 | $1.85M | 0.42% | −9−0.1% | Reduced |
| Provident Investment Management, Inc. | 15,919 | $1.85M | 0.16% | −30.0% | Reduced |
| Howard Capital Management Group, LLC | 15,924 | $1.85M | 0.14% | +20.0% | Added |
| Garrett Wealth Advisory Group, LLC | 15,925 | $1.85M | 0.76% | +2,325+17.1% | Added |
| Solitude Financial Services | 15,965 | $1.86M | 0.85% | +1,804+12.7% | Added |
| Hemenway Trust Co LLC | 15,997 | $1.86M | 0.16% | +307+2.0% | Added |
| Caldwell Sutter Capital, Inc. | 16,011 | $1.86M | 0.90% | −267−1.6% | Reduced |
| Overbrook Management Corp | 16,055 | $1.87M | 0.50% | −1,451−8.3% | Reduced |
| Ridgecrest Wealth Partners, LLC | 16,070 | $1.87M | 1.11% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 16,073 | $1.87M | 0.18% | +2,477+18.2% | Added |
| Gilliland Jeter Wealth Management LLC | 16,122 | $1.87M | 0.65% | +13+0.1% | Added |
| Bridge Advisory, LLC | 16,151 | $1.88M | 0.93% | +58+0.4% | Added |
| Correct Capital Wealth Management | 16,158 | $1.88M | 0.43% | +5,236+47.9% | Added |
| Selective Wealth Management, Inc. | 15,390 | $1.88M | 0.82% | −1,043−6.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 16,178 | $1.88M | 0.04% | +2,613+19.3% | Added |
| Tower Wealth Partners, Inc. | 16,184 | $1.88M | 1.22% | +43+0.3% | Added |
| Oxford Wealth Group, LLC | 16,186 | $1.88M | 1.71% | +16,186 | New |
| Tritonpoint Wealth, LLC | 17,476 | $1.88M | 0.20% | −1,858−9.6% | Reduced |
| Invesco, LLC | 16,231 | $1.89M | 0.80% | −4,236−20.7% | Reduced |
| West Oak Capital, LLC | 16,230 | $1.89M | 0.80% | +280+1.8% | Added |
| Wealthstar Advisors, LLC | 16,259 | $1.89M | 0.66% | −442−2.6% | Reduced |
| JJJ Advisors Inc. | 16,276 | $1.89M | 0.40% | −386−2.3% | Reduced |
| Holistic Planning, LLC | 16,306 | $1.90M | 1.45% | −95−0.6% | Reduced |
| Foster Group, Inc. | 16,320 | $1.90M | 0.09% | +186+1.2% | Added |
| Wealth Quarterback LLC | 16,346 | $1.90M | 1.06% | +778+5.0% | Added |
| Cubic Asset Management, LLC | 16,356 | $1.90M | 0.45% | −10−0.1% | Reduced |
| Gleason Group, Inc. | 16,371 | $1.90M | 0.40% | −82−0.5% | Reduced |
| SFMG, LLC | 16,387 | $1.90M | 0.16% | −315−1.9% | Reduced |
| Baker Chad R | 16,400 | $1.91M | 0.41% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 16,404 | $1.91M | 0.93% | 00.0% | Unchanged |
| ARK & TLK Investments, LLC | 16,405 | $1.91M | 0.74% | −102−0.6% | Reduced |
| Lake Street Financial LLC | 16,430 | $1.91M | 0.26% | −5,972−26.7% | Reduced |
| Peterson Wealth Services | 16,451 | $1.91M | 0.70% | +16,451 | New |
| Von Berge Wealth Management Group, LLC | 16,459 | $1.91M | 1.23% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 16,478 | $1.92M | 0.38% | +12,532+317.6% | Added |
| Level Financial Advisors, Inc. | 16,489 | $1.92M | 0.87% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 16,530 | $1.92M | 0.92% | −86−0.5% | Reduced |
| Buckingham Capital Management, Inc. | 16,548 | $1.92M | 0.24% | +6,153+59.2% | Added |
| ICA Group Wealth Management, LLC | 16,552 | $1.92M | 0.39% | +1,444+9.6% | Added |
| Sargent Investment Group, LLC | 16,597 | $1.93M | 0.42% | −5,635−25.3% | Reduced |
| Armstrong Advisory Group, Inc | 19,307 | $1.93M | 0.19% | 00.0% | Unchanged |
| Union Savings Bank | 16,631 | $1.93M | 1.01% | −587−3.4% | Reduced |
| Waterloo Capital, L.P. | 16,684 | $1.94M | 0.25% | +7,097+74.0% | Added |
| Cladis Investment Advisory, LLC | 16,733 | $1.95M | 1.43% | −1,213−6.8% | Reduced |
| Capital Advantage, Inc. | 16,497 | $1.95M | 0.39% | +329+2.0% | Added |
| Raleigh Capital Management Inc. | 16,751 | $1.95M | 0.84% | +479+2.9% | Added |
| United Bank | 16,782 | $1.95M | 0.99% | +322+2.0% | Added |
| Bray Capital Advisors | 16,787 | $1.95M | 0.50% | +520+3.2% | Added |
| BigSur Wealth Management LLC | 16,799 | $1.95M | 0.61% | +10,570+169.7% | Added |
| Mustard Seed Financial, LLC | 16,826 | $1.96M | 1.95% | +201+1.2% | Added |
| Corundum Group, Inc. | 16,834 | $1.96M | 0.94% | −168−1.0% | Reduced |
| Accretive Wealth Partners, LLC | 16,873 | $1.96M | 0.87% | +397+2.4% | Added |
| Lifestyle Asset Management, Inc. | 16,853 | $1.96M | 1.16% | −1,806−9.7% | Reduced |
| Oak Asset Management, LLC | 16,854 | $1.96M | 0.73% | −155−0.9% | Reduced |
| New Millennium Group LLC | 16,860 | $1.96M | 1.48% | +11,179+196.8% | Added |
| E&G Advisors, LP | 16,867 | $1.96M | 0.62% | +658+4.1% | Added |
| Roberts Wealth Advisors, LLC | 16,412 | $1.96M | 0.73% | +875+5.6% | Added |
| Round Rock Advisors, LLC | 16,916 | $1.97M | 0.47% | +66+0.4% | Added |
| Atwood & Palmer Inc | 16,957 | $1.97M | 0.15% | −948−5.3% | Reduced |
| Dover Advisors, LLC | 16,999 | $1.98M | 1.35% | +5,163+43.6% | Added |
| Schneider Downs Wealth Management Advisors, LP | 17,054 | $1.98M | 0.46% | +747+4.6% | Added |
| Cim Investment Mangement Inc | 17,074 | $1.98M | 0.59% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 17,105 | $1.99M | 0.16% | +3,716+27.8% | Added |
| Coastline Trust Co | 17,126 | $1.99M | 0.24% | −5,648−24.8% | Reduced |
| Precedent Wealth Partners, LLC | 17,207 | $2.00M | 0.86% | +869+5.3% | Added |
| Tevis Investment Management | 17,226 | $2.00M | 1.70% | +12+0.1% | Added |
| Eads & Heald Wealth Management | 17,269 | $2.01M | 0.94% | −1,013−5.5% | Reduced |
| LVW Advisors, LLC | 17,280 | $2.01M | 0.34% | −627−3.5% | Reduced |
| Granite Investment Partners, LLC | 17,342 | $2.02M | 0.08% | +30.0% | Added |
| Gray Wealth Management Inc. | 17,422 | $2.03M | 0.90% | +476+2.8% | Added |
| Newbridge Financial Services Group, Inc. | 17,423 | $2.03M | 0.88% | −1,746−9.1% | Reduced |
| Signet Financial Management, LLC | 17,432 | $2.03M | 0.28% | +1,361+8.5% | Added |
| Wagner Wealth Management, LLC | 17,447 | $2.03M | 0.62% | +359+2.1% | Added |
| Menard Financial Group LLC | 17,515 | $2.04M | 1.71% | −3,356−16.1% | Reduced |
| Sand Hill Global Advisors, LLC | 17,525 | $2.04M | 0.10% | +6,417+57.8% | Added |
| Trustees of Dartmouth College | 17,600 | $2.05M | 0.41% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 17,302 | $2.05M | 0.41% | +14,500+517.5% | Added |
| Empirical Asset Management, LLC | 23,050 | $2.05M | 0.99% | +15,925+223.5% | Added |
| GSB Wealth Management, LLC | 17,658 | $2.05M | 0.58% | −517−2.8% | Reduced |
| Abn Amro Investment Solutions | 17,678 | $2.05M | 0.04% | −607−3.3% | Reduced |
| Resurgent Financial Advisors LLC | 17,737 | $2.06M | 1.10% | +2,813+18.8% | Added |
| Forte Capital LLC | 17,757 | $2.06M | 0.26% | −478−2.6% | Reduced |
| Park Circle Co | 17,775 | $2.07M | 1.93% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 17,791 | $2.07M | 0.20% | +50+0.3% | Added |
| American Investment Services, Inc. | 17,800 | $2.07M | 0.37% | +40+0.2% | Added |
| TFG Advisers LLC | 17,826 | $2.07M | 0.81% | +177+1.0% | Added |
| Redwood Investment Management, LLC | 17,831 | $2.07M | 0.20% | −23,354−56.7% | Reduced |
| Drive Wealth Management, LLC | 17,852 | $2.08M | 0.58% | +380+2.2% | Added |
| Union Heritage Capital, LLC | 17,930 | $2.08M | 0.83% | +2,930+19.5% | Added |
| Sovereign Financial Group, Inc. | 17,935 | $2.08M | 0.55% | +2,394+15.4% | Added |
| Capital Square, LLC | 17,974 | $2.09M | 1.47% | +692+4.0% | Added |