Public record / Tickers / XOM

XOM — ExxonMobil Holdings Corp

Both disclosure regimes on one name: who in Congress filed about XOM, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
295
all PTR rows naming XOM
Members · 12m
11
5 buys · 8 sells · by trade date
Latest PTR
08-14
filed 2026-08-14
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Taylor, Nicholas V. · $1.0M–$5.0M

Sale · traded 2022-11-28 → filed 2022-12-26. Ranked over every XOM row by the provable lower bound, never a point estimate.

11 members · 5 buys / 8 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

50 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

41 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 41 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING XOM · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning XOM
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-14Michael Guest R–MS-3Exchange · SP (spouse-owned)Traded 07-02 +43d$1K–$15K
2026-08-14Michael Guest R–MS-3Exchange · SP (spouse-owned)Traded 07-02 +43d$1K–$15K
2026-07-21Alan Armstrong R–OKSaleTraded 03-27 LATE·116d$1K–$15K
2026-07-20James A. Himes D–CT-4Sale · JT (jointly owned)Traded 07-20 +0d$15K–$50K
2026-07-16Kevin Hern R–OK-1Exchange · JT (jointly owned)Traded 07-02 +14d$100K–$250K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 295 ↗

Members active in XOM

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing XOM in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2
Gilbert Ray Cisneros, Jr. D–CA-312−$50.0K to $50.0K2
Josh Gottheimer D–NJ-52$2.0K to $30.0K2
Kevin Hern R–OK-12$01
Michael Guest R–MS-32$03
Alan Armstrong R–OK1−$15.0K to −$1.0K2
James A. Himes D–CT-41−$50.0K to −$15.0K2
John Boozman R–AR1$1.0K to $15.0K6

11 members in the window; the 8 most active shown · counts of disclosures, not dollars.

Congress ↔ notable managers · XOM

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
3 Alan Armstrong R–OK, James A. Himes D–CT-4, Matt Van Epps R–TN-7 $17K–$80K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · EXXON MOBIL CORP

Merged timeline of congressional filings and notable-manager moves on XOM
DateWhoChangeSize
2026-08-14Michael Guest CongressExchange$1K–$15K
2026-08-14Michael Guest CongressExchange$1K–$15K
2026-07-21Alan Armstrong CongressSale$1K–$15K
2026-07-20James A. Himes CongressSale$15K–$50K
2026-07-16Kevin Hern CongressExchange$100K–$250K
2026-07-16Kevin Hern CongressExchange$100K–$250K
2026-06-17Matt Van Epps CongressSale$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+46,502 sh
2026-05-01Markel Group 13Fadd+9,000 sh

9 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of XOM for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$54.8B1
2VANGUARD CAPITAL MANAGEMENT LLC$46.0B1
3STATE STREET CORP$36.3B1
4FMR LLC$23.8B1
5VANGUARD PORTFOLIO MANAGEMENT LLC$19.6B1
6GEODE CAPITAL MANAGEMENT, LLC$16.1B1
7JPMORGAN CHASE & CO$14.7B1
8MORGAN STANLEY$12.2B1
9BANK OF AMERICA CORP /DE/$11.6B1
10Bank of New York Mellon Corp$7.5B1
11NORTHERN TRUST CORP$7.3B1
12FRANKLIN RESOURCES INC$7.0B1
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC$5.8B1
14Capital Research Global Investors$5.7B1
15Fisher Asset Management, LLC$5.5B1
16GOLDMAN SACHS GROUP INC$5.4B1
17STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$5.2B1
18DIMENSIONAL FUND ADVISORS LP$4.8B1
19Amundi$4.2B1
20VANGUARD FIDUCIARY TRUST CO$4.0B1
21WELLINGTON MANAGEMENT GROUP LLP$3.8B1
22Nuveen, LLC$3.5B1
23Legal & General Group Plc$3.3B1
24AMERIPRISE FINANCIAL INC$3.3B1
25ROYAL BANK OF CANADA$3.2B1
26Invesco Ltd.$3.2B1
27MASSACHUSETTS FINANCIAL SERVICES CO /MA/$3.0B1
28UBS Group AG$2.7B1
29Capital International Investors$2.7B1
30UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$2.7B1
31WELLS FARGO & COMPANY/MN$2.2B1
32Swiss National Bank$2.1B1
33DEUTSCHE BANK AG\$2.0B1
34Capital World Investors$1.8B1
35Mitsubishi UFJ Asset Management Co., Ltd.$1.6B1
36National Pension Service$1.6B1
37Sumitomo Mitsui Trust Group, Inc.$1.6B1
38Vanguard Global Advisers, LLC$1.6B1
39HSBC HOLDINGS PLC$1.4B1
40RAYMOND JAMES FINANCIAL INC$1.4B1
41FAYEZ SAROFIM & CO$1.4B1
42VANGUARD ASSET MANAGEMENT, Ltd$1.3B1
43CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$1.3B1
44CANADA PENSION PLAN INVESTMENT BOARD$1.3B1
45BARCLAYS PLC$1.2B1
46HighTower Advisors, LLC$1.2B1
47LPL Financial LLC$1.2B1
48ALLIANCEBERNSTEIN L.P.$1.2B1
49Clearbridge Investments, LLC$1.2B1
50GQG Partners LLC$1.1B1
51Neuberger Berman Group LLC$1.1B1
52First Eagle Investment Management, LLC$1.1B1
53FIRST TRUST ADVISORS LP$1.0B1
54PRINCIPAL FINANCIAL GROUP INC$1.0B1
55TD ASSET MANAGEMENT INC$950M1
56ENVESTNET ASSET MANAGEMENT INC$906M1
57AMERICAN CENTURY COMPANIES INC$892M1
58BANK OF MONTREAL /CAN/$863M1
59CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$830M1
60ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$766M1
61Holocene Advisors, LP$727M1
62PRUDENTIAL FINANCIAL INC$711M1
63NEW YORK STATE COMMON RETIREMENT FUND$710M1
64Ninety One UK Ltd$698M1
65CIBC Bancorp USA Inc.$693M1
66BARROW HANLEY MEWHINNEY & STRAUSS LLC$688M1
67Ensign Peak Advisors, Inc$681M1
68AQR CAPITAL MANAGEMENT LLC$652M1
69CITIGROUP INC$648M1
70STIFEL FINANCIAL CORP$633M1
71STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$633M1
72AVIVA PLC$630M1
73MACKENZIE FINANCIAL CORP$621M1
74VICTORY CAPITAL MANAGEMENT INC$594M1
75SCHRODER INVESTMENT MANAGEMENT GROUP$577M1
76FIFTH THIRD BANCORP$572M1
77VOYA INVESTMENT MANAGEMENT LLC$564M1
78US BANCORP \DE\$562M1
79MANUFACTURERS LIFE INSURANCE COMPANY, THE$553M1
80Corient Private Wealth LLC$538M1
81Russell Investments Group, Ltd.$510M1
82Focus Partners Wealth$503M1
83JONES FINANCIAL COMPANIES LLLP$499M1
84Korea Investment CORP$496M1
85Mariner, LLC$438M1
861832 Asset Management L.P.$430M1
87Assenagon Asset Management S.A.$413M1
88Quantinno Capital Management LP$407M1
89Cetera Investment Advisers$404M1
90Mitsubishi UFJ Trust & Banking Corp$388M1
91STATE OF WISCONSIN INVESTMENT BOARD$383M1
92OSAIC HOLDINGS, INC.$383M1
93ROYAL LONDON ASSET MANAGEMENT LTD$380M1
94Creative Planning$379M1
95ADAGE CAPITAL PARTNERS GP, L.L.C.$376M1
96Cerity Partners LLC$372M1
97NOMURA ASSET MANAGEMENT CO LTD$370M1
98Chevy Chase Trust Holdings, LLC$368M1
99FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$362M1
100LAZARD ASSET MANAGEMENT LLC$356M1
101COMMONWEALTH EQUITY SERVICES, LLC$354M1
102Bank Julius Baer & Co. Ltd, Zurich$350M1
103Rockefeller Capital Management L.P.$347M1
104TRUIST FINANCIAL CORP$344M1
105CIBC WORLD MARKET INC.$336M1
106SEI INVESTMENTS CO$335M1
107Vanguard Investments Australia, Ltd.$334M1
108Asset Management One Co., Ltd.$331M1
109HUNTINGTON NATIONAL BANK$329M1
110MILLENNIUM MANAGEMENT LLC$329M1
111ProShare Advisors LLC$328M1
112Universal- Beteiligungs- und Servicegesellschaft mbH$326M1
113Zurcher Kantonalbank (Zurich Cantonalbank)$319M1
114BROWN ADVISORY INC$313M1
115FEDERATED HERMES, INC.$313M1
116Aberdeen Group plc$310M1
117BOKF, NA$309M1
118SUSQUEHANNA INTERNATIONAL GROUP, LLP$308M1
119KLP KAPITALFORVALTNING AS$305M1
120BNP Paribas Asset Management Holding S.A.$303M1
121NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$303M1
122Robeco Institutional Asset Management B.V.$302M1
123PANAGORA ASSET MANAGEMENT INC$300M1
124Empower Advisory Group, LLC$298M1
125M&T BANK CORP$297M1
126REGIONS FINANCIAL CORP$295M1
127PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$295M1
128COMMERCE BANK$283M1
129WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$276M1
130KING LUTHER CAPITAL MANAGEMENT CORP$271M1
131NewEdge Advisors, LLC$267M1
132MERCER GLOBAL ADVISORS INC /ADV$267M1
133Pictet Asset Management Holding SA$267M1
134GREAT LAKES ADVISORS, LLC$256M1
135ZACKS INVESTMENT MANAGEMENT$255M1
136Cullen Capital Management, LLC$254M1
137WORLDQUANT MILLENNIUM ADVISORS LLC$253M1
138NATIONAL BANK OF CANADA /FI/$250M1
139BAHL & GAYNOR INC$248M1
140State of New Jersey Common Pension Fund D$246M1
141KEYBANK NATIONAL ASSOCIATION/OH$241M1
142MACQUARIE GROUP LTD$240M1
143CIBC Asset Management Inc$239M1
144Retirement Systems of Alabama$238M1
145Tidal Investments LLC$237M1
146Resona Asset Management Co.,Ltd.$236M1
147PUBLIC SECTOR PENSION INVESTMENT BOARD$234M1
148Baird Financial Group, Inc.$230M1
149ADAMS NATURAL RESOURCES FUND, INC.$226M1
150NORDEA INVESTMENT MANAGEMENT AB$226M1
151TEACHER RETIREMENT SYSTEM OF TEXAS$224M1
152CITADEL ADVISORS LLC$222M1
153LOS ANGELES CAPITAL MANAGEMENT LLC$221M1
154O'SHAUGHNESSY ASSET MANAGEMENT, LLC$220M1
155Calamos Advisors LLC$218M1
156TORONTO DOMINION BANK$208M1
157GLENMEDE TRUST CO NA$204M1
158JENNISON ASSOCIATES LLC$204M1
159DnB Asset Management AS$201M1
160Arizona State Retirement System$196M1
161Czech National Bank$193M1
162STATE OF MICHIGAN RETIREMENT SYSTEM$185M1
163NISA INVESTMENT ADVISORS, LLC$182M1
164VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$181M1
165DOLIVER ADVISORS, LP$179M1
166CWM, LLC$175M1
167Sanctuary Advisors, LLC$174M1
168Employees Provident Fund Board$172M1
169Empowered Funds, LLC$171M1
170Connor, Clark & Lunn Investment Management Ltd.$170M1
171AE Wealth Management LLC$170M1
172DAVENPORT & Co LLC$166M1
173MetLife Investment Management, LLC$166M1
174EP Wealth Advisors, LLC$166M1
175COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$165M1
176Squarepoint Ops LLC$165M1
177HOMESTEAD ADVISERS CORP$163M1
178HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$162M1
179Clark Capital Management Group, Inc.$161M1
180BLAIR WILLIAM & CO/IL$161M1
181Mirae Asset Global Investments Co., Ltd.$160M1
182D. E. Shaw & Co., Inc.$157M1
183Compagnie Lombard Odier SCmA$157M1
184Allspring Global Investments Holdings, LLC$155M1
185TD Waterhouse Canada Inc.$154M1
186Mizuho Markets Cayman LP$149M1
187Castle Hook Partners LP$148M1
188Swiss Life Asset Management Ltd$145M1
189Allianz Asset Management GmbH$142M1
190IFM Investors Pty Ltd$141M1
191FIL Ltd$140M1
192Woodline Partners LP$139M1
193Zurich Insurance Group Ltd/FI$138M1
194LGT Group Foundation$137M1
195AlTi Global, Inc.$136M1
196CAPITAL ADVISORS INC/OK$134M1
197Pinnacle Financial Partners, Inc.$134M1
198Kestra Advisory Services, LLC$133M1
199BRADLEY FOSTER & SARGENT INC/CT$133M1
200Daiwa Securities Group Inc.$132M1
201Eurizon Capital SGR S.p.A.$126M1
202&PARTNERS$121M1
203Sumitomo Mitsui DS Asset Management Company, Ltd$121M1
204Midwest Trust Co$121M1
205NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$120M1
206Sequoia Financial Advisors, LLC$119M1
207MML INVESTORS SERVICES, LLC$118M1
208EASTERN BANK$118M1
209GATEWAY INVESTMENT ADVISERS LLC$117M1
210Utah Retirement Systems$117M1
211QRG CAPITAL MANAGEMENT, INC.$116M1
212Lido Advisors, LLC$116M1
213XPONANCE LLC$116M1
214FACTORY MUTUAL INSURANCE CO$115M1
215Linscomb Wealth, Inc.$115M1
216BALYASNY ASSET MANAGEMENT L.P.$115M1
217Private Advisor Group, LLC$114M1
218Rafferty Asset Management, LLC$113M1
219Varma Mutual Pension Insurance Co$112M1
220Mediolanum International Funds Ltd$112M1
221Janus Henderson Group Ltd.$110M1
222Mondrian Investment Partners LTD$110M1
223BANK OF NOVA SCOTIA$107M1
224Rakuten Investment Management, Inc.$107M1
225ATALANTA SOSNOFF CAPITAL, LLC$106M1
226Beacon Pointe Advisors, LLC$106M1
227NEOS Investment Management LLC$105M1
228PZENA INVESTMENT MANAGEMENT LLC$105M1
229Quilter Plc$104M1
230BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$104M1
231Boston Trust Walden Corp$103M1
232FIDUCIARY TRUST CO$100M1
233ARGENT CAPITAL MANAGEMENT LLC$99.7M1
234BENJAMIN EDWARDS INC$99.3M1
235Banco Santander, S.A.$99.2M1
236NEW YORK LIFE INVESTMENT MANAGEMENT LLC$98.4M1
237WESTWOOD HOLDINGS GROUP INC$98.0M1
238Steward Partners Investment Advisory, LLC$97.6M1
239Vanguard Personalized Indexing Management, LLC$96.8M1
240MAI Capital Management$95.0M1
241YOUSIF CAPITAL MANAGEMENT, LLC$94.2M1
242NISSAY ASSET MANAGEMENT CORP /JAPAN$93.1M1
243HANCOCK WHITNEY CORP$92.4M1
244WATERS PARKERSON & CO., LLC$92.0M1
245Pathstone Holdings, LLC$91.0M1
246ASSOCIATED BANC-CORP$91.0M1
247Rossmore Private Capital$90.0M1
248Welch Group, LLC$89.0M1
249Vest Financial, LLC$85.6M1
250Wealthfront Advisers LLC$84.9M1
251Quotient Wealth Partners, LLC$84.7M1
252Aptus Capital Advisors, LLC$83.8M1
253ASSETMARK, INC$83.5M1
254Aware Super Pty Ltd as trustee of Aware Super$82.5M1
255OREGON PUBLIC EMPLOYEES RETIREMENT FUND$81.2M1
256DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$80.3M1
257Americana Partners, LLC$80.2M1
258OP Asset Management Ltd$79.7M1
259ING GROEP NV$79.0M1
260Douglas Lane & Associates, LLC$78.3M1
261CREDIT AGRICOLE S A$77.9M1
262Vontobel Holding Ltd.$77.4M1
263Illinois Municipal Retirement Fund$76.2M1
264DAVIS R M INC$76.0M1
265MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$75.4M1
266Philip James Wealth Mangement, LLC$74.7M1
267CI INVESTMENTS INC.$72.4M1
268MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$71.8M1
269FOUNDATION RESOURCE MANAGEMENT INC$71.6M1
270D.A. DAVIDSON & CO.$71.3M1
271Prospera Financial Services Inc$70.2M1
272American Assets Investment Management, LLC$69.6M1
273Capital International, Inc./CA/$69.4M1
274IEQ CAPITAL, LLC$68.3M1
275Vestmark Advisory Solutions, Inc.$68.1M1
276UMB Bank, n.a.$67.6M1
277GUGGENHEIM CAPITAL LLC$67.2M1
278Boston Partners$67.0M1
279Allworth Financial LP$66.5M1
280ELEVATION POINT WEALTH PARTNERS, LLC$65.8M1
281Merit Financial Group, LLC$65.4M1
282MEYER HANDELMAN CO$64.7M1
283Investment Management Corp of Ontario$63.1M1
284Mill Capital Management, LLC$62.1M1
285Crossmark Global Holdings, Inc.$61.5M1
286Candriam S.C.A.$60.3M1
287Waverly Advisors, LLC$60.3M1
288Federation des caisses Desjardins du Quebec$60.1M1
289Henshaw Capital LLC$59.7M1
290HB Wealth Management, LLC$59.2M1
291J.W. COLE ADVISORS, INC.$58.3M1
292Grantham, Mayo, Van Otterloo & Co. LLC$57.0M1
293Cresset Asset Management, LLC$56.9M1
294LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$56.5M1
295WESBANCO BANK INC$56.5M1
296BancFirst Trust & Investment Management$56.4M1
297Elo Mutual Pension Insurance Co$55.7M1
298Jain Global LLC$55.3M1
299Dakota Wealth Management$55.3M1
300Ruffer LLP$54.7M1
301Meridian Wealth Advisors, LLC$54.7M1
302RWWM, Inc.$54.5M1
303STEPHENS INC /AR/$53.0M1
304Dai-ichi Life Insurance Company, Ltd$52.7M1
305LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$52.3M1
306Chicago Capital, LLC$51.9M1
307OSSIAM$51.7M1
308ABN AMRO INVESTMENT SOLUTIONS$51.3M1
309Gotham Asset Management, LLC$51.1M1
310RWA WEALTH PARTNERS, LLC$50.8M1
311UNITED CAPITAL FINANCIAL ADVISORS, LLC$50.5M1
312U.S. Capital Wealth Advisors, LLC$50.2M1
313ROCKLAND TRUST CO$50.1M1
314UniSuper Management Pty Ltd$49.9M1
315Wilmington Savings Fund Society, FSB$49.7M1
316CENTRAL TRUST Co$49.5M1
317MILLER WEALTH ADVISORS, LLC$49.5M1
318Glenview Trust Co$49.3M1
319CLIFFORD SWAN INVESTMENT COUNSEL LLC$49.1M1
320Metis Global Partners, LLC$49.0M1
321EXCHANGE TRADED CONCEPTS, LLC$48.6M1
322Independent Advisor Alliance$48.4M1
323World Investment Advisors$48.4M1
324WELCH & FORBES LLC$48.4M1
325HM PAYSON & CO$48.3M1
326Concurrent Investment Advisors, LLC$48.1M1
327Vinva Investment Management Ltd$47.8M1
328EDGAR LOMAX CO/VA$47.8M1
329Integrated Wealth Concepts LLC$47.2M1
330MARTINGALE ASSET MANAGEMENT L P$46.9M1
331MARSHALL WACE, LLP$46.7M1
332PACIFIC HEIGHTS ASSET MANAGEMENT LLC$46.7M1
333KESTRA PRIVATE WEALTH SERVICES, LLC$46.6M1
334Savant Capital, LLC$46.6M1
335Hudson Bay Capital Management LP$46.4M1
336BAXTER BROS INC$46.3M1
337OPPENHEIMER & CO INC$46.1M1
338Vident Advisory, LLC$46.0M1
339BROWN BROTHERS HARRIMAN & CO$45.8M1
340DEARBORN PARTNERS LLC$45.7M1
341FLOSSBACH VON STORCH SE$45.7M1
342Randolph Co Inc$45.7M1
343Energy Income Partners, LLC$45.6M1
344JANE STREET GROUP, LLC$45.5M1
345PARSONS CAPITAL MANAGEMENT INC/RI$45.4M1
346FARMERS & MERCHANTS INVESTMENTS INC$45.3M1
347CAPITOLIS LIQUID GLOBAL MARKETS LLC$45.2M1
348Orion Porfolio Solutions, LLC$45.1M1
349DEPRINCE RACE & ZOLLO INC$44.9M1
350Clearstead Advisors, LLC$44.9M1
351CONNING INC.$43.8M1
352Aristotle Atlantic Partners, LLC$43.7M1
353NOMURA HOLDINGS INC$43.3M1
354OMERS ADMINISTRATION Corp$43.0M1
355MIZUHO SECURITIES USA LLC$42.9M1
356Stratos Wealth Partners, LTD.$42.7M1
357DAYMARK WEALTH PARTNERS, LLC$42.5M1
358SPROTT INC.$42.4M1
359PRIMECAP MANAGEMENT CO/CA/$42.4M1
360Argent Trust Co$41.6M1
361Atlantic Union Bankshares Corp$41.6M1
362PINNACLE ASSOCIATES LTD$41.2M1
363FIRST CITIZENS BANK & TRUST CO$41.1M1
364Atria Investments, Inc$41.0M1
365Brookstone Capital Management$40.6M1
366HARTFORD INVESTMENT MANAGEMENT CO$40.4M1
367Clear Trail Advisors, LLC$40.1M1
368HUB Investment Partners, LLC$40.0M1
369SCOTIA CAPITAL INC.$39.9M1
370Avidian Wealth Enterprises, LLC$39.9M1
371HOWE & RUSLING INC$39.8M1
372STOCK YARDS BANK & TRUST CO$39.7M1
373LUTS & GREENLEIGH GROUP, INC.$39.6M1
374Merewether Investment Management, LP$39.6M1
375Capital Investment Advisors, LLC$39.5M1
376CITIZENS FINANCIAL GROUP INC/RI$39.4M1
377FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$39.2M1
378AIA Group Ltd$39.2M1
379Jefferies Financial Group Inc.$39.0M1
380Willis Investment Counsel$39.0M1
381OPPENHEIMER ASSET MANAGEMENT INC.$38.8M1
382AustralianSuper Pty Ltd$38.7M1
383CULLINAN ASSOCIATES INC$38.3M1
384Envestnet Portfolio Solutions, Inc.$37.8M1
385AGF MANAGEMENT LTD$37.5M1
386Baker Avenue Asset Management, LP$37.5M1
387FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$37.3M1
388ARS Wealth Advisors Group, LLC$37.2M1
389Lloyd Harbor Capital Management, LLC$36.8M1
390Union Bancaire Privee, UBP SA$36.5M1
391FIRST NATIONAL BANK OF OMAHA$36.1M1
392Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.$36.1M1
393Maryland State Retirement & Pension System$36.1M1
394Madison Asset Management, LLC$36.0M1
395CHILDRESS CAPITAL ADVISORS, LLC$35.9M1
396Azimuth Capital Investment Management LLC$35.8M1
397Busey Bank$35.7M1
398OpenArc Corporate Advisory, LLC$35.4M1
399BRIDGEWAY CAPITAL MANAGEMENT, LLC$35.4M1
400Norinchukin Bank, The$35.0M1
401BAR HARBOR WEALTH MANAGEMENT$35.0M1
402JOHNSON INVESTMENT COUNSEL INC$34.8M1
403TOKIO MARINE ASSET MANAGEMENT CO LTD$34.8M1
404Solus Alternative Asset Management LP$34.8M1
405CANANDAIGUA NATIONAL CORP$34.8M1
406FIRST NATIONAL TRUST CO$34.7M1
407Segment Wealth Management, LLC$34.7M1
408BEESE FULMER INVESTMENT MANAGEMENT, INC.$34.6M1
409SCHWERIN BOYLE CAPITAL MANAGEMENT INC$34.1M1
410B. Metzler seel. Sohn & Co. AG$34.0M1
411Diversified Investment Strategies, LLC$34.0M1
412FOUNDATIONS INVESTMENT ADVISORS, LLC$33.5M1
413MATHER GROUP, LLC.$33.1M1
414GARDNER RUSSO & QUINN LLC$32.9M1
415LOWE BROCKENBROUGH & CO INC$32.8M1
416Apollon Wealth Management, LLC$32.5M1
417MANNING & NAPIER ADVISORS LLC$32.3M1
418Smith Group Asset Management, LLC$32.1M1
419Moors & Cabot, Inc.$32.0M1
420Sagefield Capital LP$31.8M1
421Confluence Wealth Services, Inc.$31.3M1
422NS Partners Ltd$31.0M1
423CHOREO, LLC$31.0M1
424Tamar Securities, LLC$31.0M1
425Longbow Finance SA$30.9M1
426Geneos Wealth Management Inc.$30.7M1
427PARK NATIONAL CORP /OH/$30.7M1
428BTC Capital Management, Inc.$30.5M1
429ACORN FINANCIAL ADVISORY SERVICES INC /ADV$30.4M1
430Richard C. Young & CO., LTD.$30.2M1
431COLDSTREAM CAPITAL MANAGEMENT INC$30.1M1
432Freestone Capital Holdings, LLC$29.9M1
433Kingsview Wealth Management, LLC$29.9M1
434Summit Financial, LLC$29.8M1
435ProVise Management Group, LLC$29.7M1
436PARTHENON LLC$29.7M1
437Essex Bank$29.6M1
438Meiji Yasuda Asset Management Co Ltd.$29.4M1
439FOURPATH CAPITAL MANAGEMENT, LLC$29.2M1
440MUFG Securities EMEA plc$29.1M1
441FIRST MANHATTAN CO. LLC.$29.1M1
442New Age Alpha Advisors, LLC$29.0M1
443Van Cleef Asset Management,Inc$29.0M1
444National Mutual Insurance Federation of Agricultural Cooperatives$28.3M1
445Equitable Holdings, Inc.$28.3M1
446Community Financial Services Group, LLC$28.2M1
447NORTHEAST INVESTMENT MANAGEMENT$28.0M1
448Tyche Wealth Partners LLC$27.8M1
449Goelzer Investment Management, Inc.$27.8M1
450Van Hulzen Asset Management, LLC$27.5M1
451CALIFORNIA FIRST LEASING CORP$27.3M1
452Cannell & Spears LLC$27.2M1
453BRIGHTON JONES LLC$27.2M1
454TOMPKINS FINANCIAL CORP$27.2M1
455MGO ONE SEVEN LLC$26.9M1
456Bleakley Financial Group, LLC$26.8M1
457Saudi Central Bank$26.4M1
458Snowden Capital Advisors LLC$26.2M1
459HOWLAND CAPITAL MANAGEMENT LLC$26.0M1
460BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$26.0M1
461Cyndeo Wealth Partners, LLC$25.8M1
462Empirical Finance, LLC$25.7M1
463GW HENSSLER & ASSOCIATES LTD$25.6M1
464Coastal Bridge Advisors, LLC$25.3M1
465Bath Savings Trust Co$25.2M1
466One Capital Management, LLC$25.1M1
467Focus Partners Advisor Solutions, LLC$25.1M1
468MONETA GROUP INVESTMENT ADVISORS LLC$25.0M1
469Radnor Capital Management, LLC$25.0M1
470Financiere des Professionnels - Fonds d'investissement inc.$24.9M1
471WHITTIER TRUST CO$24.9M1
472Stillwater Capital Advisors, LLC$24.9M1
473Summit Trail Advisors, LLC$24.6M1
474FUKOKU MUTUAL LIFE INSURANCE CO$24.5M1
475KANAWHA CAPITAL MANAGEMENT LLC$24.5M1
476EAGLE GLOBAL ADVISORS LLC$24.4M1
477Apriem Advisors$24.3M1
478PFG Investments, LLC$24.2M1
479LGT Fund Management Co Ltd.$24.1M1
480PATTEN & PATTEN INC/TN$24.1M1
481Naviter Wealth, LLC$24.1M1
482Gerald Baker Financial Group LLC$24.0M1
483Laird Norton Wetherby Trust Company, LLC$23.7M1
484Gradient Investments LLC$23.7M1
485Guinness Asset Management LTD$23.7M1
486Perigon Wealth Management, LLC$23.7M1
487Haverford Trust Co$23.6M1
488Edge Wealth Management LLC$23.5M1
489Biondo Investment Advisors, LLC$23.4M1
490Essex Financial Services, Inc.$23.4M1
491SAPIENT CAPITAL LLC$23.3M1
492Marble Harbor Investment Counsel, LLC$23.3M1
493EVERETT HARRIS & CO /CA/$23.2M1
494FORA Capital, LLC$23.2M1
495EDMOND DE ROTHSCHILD HOLDING S.A.$23.1M1
496ENZI WEALTH$23.1M1
497INTECH INVESTMENT MANAGEMENT LLC$23.1M1
498Ashton Thomas Private Wealth, LLC$23.0M1
499VAN DEN BERG MANAGEMENT I, INC$22.9M1
500Chesley Taft & Associates LLC$22.8M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)5 buy / 8 sell
Congress net ($ bound)−$186K to $89.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on XOM

RETAINED WINDOW · ACTIVE HITS
Signal hits naming XOM
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against3 hits

Every rule, with its definition →

Planned modules for XOM · financials and macro

Financials — as filed PLANNED

XOM's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: XOM on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing