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, Q2 2026
Institutional positions in ExxonMobil Holdings Corp as of Jun 30, 2026. 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
Q3 2026 data is still coming in: 20 institutions have reported holding XOM so far. See Q3 2026
- Institutional holders
- 4,292
- −453 vs. Q1 2026
- Shares held
- 2.72B
- −19.8M (−0.7%) vs. Q1 2026
- Total value
- $371.8B
- −$91.6B (−19.8%) vs. Q1 2026
- New holders
- 171
- 1,673 more added
- Sold out
- 624
- 1,964 more reduced
62 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding ExxonMobil Holdings Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Summit Wealth & Retirement Planning, Inc. | 5,211 | $712.4K | 0.15% | −620−10.6% | Reduced |
| Ballast Advisors LLC | 5,207 | $711.9K | 0.17% | −149−2.8% | Reduced |
| StoryOne LLC | 5,206 | $711.8K | 0.34% | +5,206 | Added |
| Catherine Avery Investment Management LLC | 5,204 | $711.5K | 0.31% | −429−7.6% | Reduced |
| Attessa Capital LLC | 5,192 | $709.9K | 0.32% | +1,594+44.3% | Added |
| Elevated Private Wealth, LLC | 5,181 | $708.3K | 0.67% | +5,181 | New |
| Joseph P. Lucia & Associates, LLC | 5,180 | $708.2K | 0.21% | −102−1.9% | Reduced |
| Permanent Capital Management, LP | 5,177 | $707.8K | 0.09% | −10−0.2% | Reduced |
| Fee-Only Financial Planning, L.C. | 5,172 | $707.1K | 0.38% | −91−1.7% | Reduced |
| BXM Wealth LLC | 5,167 | $706.4K | 0.38% | +958+22.8% | Added |
| Forum Finance Group S.A. | 6,388 | $706.0K | 0.25% | +1,354+26.9% | Added |
| Lazard Freres Gestion S.A.S. | 5,150 | $704.0K | 0.01% | −385−7.0% | Reduced |
| Abacus Wealth Partners, LLC | 5,145 | $703.4K | 0.07% | +2,057+66.6% | Added |
| Campbell Newman Asset Management Inc | 5,133 | $701.8K | 0.05% | 00.0% | Unchanged |
| Martin Investment Management, LLC | 5,131 | $701.5K | 0.23% | −25−0.5% | Reduced |
| Flynn Zito Capital Management, LLC | 5,131 | $701.5K | 0.19% | −418−7.5% | Reduced |
| Investmark Advisory Group LLC | 5,126 | $700.9K | 0.27% | −141−2.7% | Reduced |
| Sierra Summit Advisors LLC | 5,113 | $699.0K | 0.08% | −623−10.9% | Reduced |
| Villere St Denis J & Co LLC | 5,110 | $698.6K | 0.08% | −834−14.0% | Reduced |
| Saxony Capital Management, LLC | 5,105 | $697.9K | 0.32% | +510+11.1% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5,099 | $697.1K | 0.13% | +30+0.6% | Added |
| Future Financial Wealth Managment LLC | 4,441 | $696.8K | 0.43% | +10.0% | Added |
| Presper Financial Architects, LLC | 5,092 | $696.2K | 0.36% | −9−0.2% | Reduced |
| Samalin Investment Counsel, LLC | 5,092 | $696.2K | 0.22% | −80−1.5% | Reduced |
| Concentrum Wealth Management | 5,090 | $695.9K | 0.17% | −294−5.5% | Reduced |
| Arcataur Capital Management LLC | 5,086 | $695.4K | 0.17% | 00.0% | Unchanged |
| Mathes Company, Inc. | 5,075 | $694.0K | 0.22% | −300−5.6% | Reduced |
| Duncan Williams Asset Management, LLC | 5,072 | $693.5K | 0.16% | +12+0.2% | Added |
| Beto Financial Group, LLC | 4,670 | $692.9K | 0.36% | +15+0.3% | Added |
| All Terrain Financial Advisors, LLC | 5,061 | $691.9K | 0.15% | −20−0.4% | Reduced |
| Strategic Investment Solutions, Inc. | 5,055 | $691.1K | 0.16% | −1,128−18.2% | Reduced |
| Aldebaran Financial Inc. | 5,046 | $689.9K | 0.56% | −277−5.2% | Reduced |
| Sageworth Trust Co of South Dakota | 5,025 | $687.0K | 0.42% | +1,503+42.7% | Added |
| Goldstone Financial Group, LLC | 5,015 | $685.6K | 0.06% | +230+4.8% | Added |
| Ridgewood Investments LLC | 5,006 | $684.4K | 0.26% | −2,102−29.6% | Reduced |
| Bouchey Financial Group Ltd | 4,999 | $683.5K | 0.04% | +29+0.6% | Added |
| Heritage Investment Group, Inc. | 4,998 | $683.4K | 0.09% | −79−1.6% | Reduced |
| Horizon Investment Services, LLC | 4,992 | $682.5K | 0.19% | −37−0.7% | Reduced |
| Sather Financial Group Inc | 4,977 | $680.5K | 0.04% | +158+3.3% | Added |
| SwitchPoint Financial Planning, LLC | 4,976 | $680.3K | 0.39% | −32−0.6% | Reduced |
| Avaii Wealth Management, LLC | 4,973 | $680.0K | 0.20% | −2,024−28.9% | Reduced |
| MFA Wealth Services | 4,968 | $679.2K | 0.41% | −186−3.6% | Reduced |
| Adapt Wealth Advisors, LLC | 4,962 | $678.4K | 0.22% | −460−8.5% | Reduced |
| MeadowBrook Investment Advisors LLC | 4,961 | $678.3K | 0.54% | 00.0% | Unchanged |
| Truepoint, Inc. | 4,949 | $676.6K | 0.01% | +293+6.3% | Added |
| Tandem Investment Partners LLC | 4,947 | $676.4K | 0.52% | −98−1.9% | Reduced |
| Holland Advisory Services, Inc. | 4,945 | $676.1K | 0.75% | +37+0.8% | Added |
| Synergy Financial Management, LLC | 4,942 | $675.7K | 0.06% | +32+0.7% | Added |
| Tennessee Valley Asset Management Partners | 4,941 | $675.5K | 0.07% | +483+10.8% | Added |
| West Wealth Group, LLC | 4,940 | $675.4K | 0.11% | +425+9.4% | Added |
| Crew Capital Management, Ltd. | 4,937 | $675.0K | 0.37% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 4,932 | $674.3K | 0.06% | +311+6.7% | Added |
| Creative Capital Management Investments LLC | 4,930 | $674.0K | 0.16% | +1,211+32.6% | Added |
| PFC Capital Group, Inc. | 4,930 | $674.0K | 0.26% | −150−3.0% | Reduced |
| Jackson Square Capital, LLC | 4,928 | $673.8K | 0.09% | +347+7.6% | Added |
| Evernest Financial Advisors, LLC | 4,924 | $673.2K | 0.14% | 00.0% | Unchanged |
| Ipsen Advisor Group LLC | 4,921 | $672.8K | 0.43% | −293−5.6% | Reduced |
| Baron Wealth Management LLC | 4,919 | $672.6K | 0.17% | +28+0.6% | Added |
| Peck Wealth Management, LLC | 4,916 | $672.1K | 0.57% | 00.0% | Unchanged |
| Victrix Investment Advisors | 4,914 | $671.8K | 0.28% | −7,099−59.1% | Reduced |
| Fiera Capital Corp | 4,902 | $670.2K | 0.00% | −178−3.5% | Reduced |
| Strategy Asset Managers LLC | 4,895 | $669.2K | 0.10% | −241−4.7% | Reduced |
| Decision Investments, Inc | 4,893 | $669.0K | 0.61% | −15−0.3% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 4,892 | $668.9K | 0.35% | −5−0.1% | Reduced |
| Measured Wealth Private Client Group, LLC | 4,882 | $667.5K | 0.16% | −464−8.7% | Reduced |
| David R. Rahn & Associates Inc. | 4,867 | $665.4K | 0.16% | +459+10.4% | Added |
| Kooman & Associates | 4,865 | $665.2K | 0.18% | −350−6.7% | Reduced |
| Code Waechter LLC | 4,862 | $664.7K | 0.34% | −1,306−21.2% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 4,854 | $663.6K | 0.45% | 00.0% | Unchanged |
| Traub Capital Management LLC | 4,844 | $662.3K | 0.59% | 00.0% | Unchanged |
| Waterway Wealth Management, LLC | 4,843 | $662.2K | 0.14% | −489−9.2% | Reduced |
| William B. Walkup & Associates, Inc. | 4,838 | $661.6K | 0.32% | +170+3.6% | Added |
| Gilbert Capital Group, Inc. | 4,835 | $661.0K | 0.46% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 4,827 | $660.0K | 0.23% | −997−17.1% | Reduced |
| Windmill Hill Asset Management Ltd | 4,811 | $657.8K | 0.15% | −477−9.0% | Reduced |
| Counterweight Ventures, LLC | 4,804 | $656.8K | 0.33% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 4,804 | $656.7K | 0.05% | +532+12.5% | Added |
| Diesslin Group, Inc. | 4,802 | $656.6K | 0.25% | +80+1.7% | Added |
| Schiavi & Co LLC | 4,802 | $656.5K | 0.17% | −178−3.6% | Reduced |
| Holos Integrated Wealth LLC | 4,632 | $656.3K | 0.31% | −300−6.1% | Reduced |
| TSA Wealth Managment LLC | 4,797 | $655.8K | 0.19% | +1,116+30.3% | Added |
| Fluent Financial, LLC | 4,797 | $655.8K | 0.23% | −107−2.2% | Reduced |
| Birchcreek Wealth Management, LLC | 4,795 | $655.5K | 0.26% | +200+4.4% | Added |
| Belleair Asset Management, LLC | 4,789 | $654.8K | 0.55% | 00.0% | Unchanged |
| Spreng Capital Management, Inc. | 4,786 | $654.3K | 0.24% | +32+0.7% | Added |
| Cairn Investment Group, Inc. | 4,784 | $654.0K | 0.29% | 00.0% | Unchanged |
| Washington Capital Management Inc | 4,780 | $653.5K | 0.43% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 4,757 | $650.4K | 0.20% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 3,829 | $649.6K | 0.47% | −3,104−44.8% | Reduced |
| Kozak & Associates, Inc. | 4,763 | $649.1K | 0.11% | +31+0.7% | Added |
| Chiron Capital Management, LLC | 4,748 | $649.1K | 0.58% | −56−1.2% | Reduced |
| Alpha Financial Partners, LLC | 4,747 | $649.0K | 0.34% | −219−4.4% | Reduced |
| Gallagher Capital Advisors, LLC | 4,741 | $648.2K | 0.38% | +32+0.7% | Added |
| MLG Wealth Management DBA Pine Grove Financial Group | 4,735 | $647.3K | 0.07% | +1,033+27.9% | Added |
| Demars Financial Group, LLC | 4,730 | $646.7K | 0.18% | 00.0% | Unchanged |
| Peirce Capital Management, LLC | 4,727 | $646.2K | 0.24% | −68−1.4% | Reduced |
| SkyOak Wealth, LLC | 4,724 | $645.9K | 0.11% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 4,724 | $645.9K | 0.20% | −843−15.1% | Reduced |
| FinArc Investments, Inc. | 4,719 | $645.2K | 0.58% | 00.0% | Unchanged |
| SGL Investment Advisors, Inc. | 4,036 | $644.9K | 0.22% | +375+10.2% | Added |