XOM · News · 20260815N

Institutional Ownership Changes

ExxonMobil Holdings Corp · 2026-08-15 · Importance 34 · Surprise 46

Several institutional investors reduced their ExxonMobil holdings in the second quarter, including Bogart Wealth LLC, Bartlett & CO. Wealth Management LLC, EverSource Wealth Advisors LLC, Fortis Group Advisors LLC, and SBI Securities Co. Ltd. Bartlett made the largest proportional reduction, selling 98.5% of its position, while EverSource, Fortis, SBI, and Bogart cut their stakes by 33.9%, 25.7%, 6.2%, and 1.1%, respectively. Nilsine Partners LLC was a notable buyer, increasing its position by 22.5% through the purchase of 15,326 shares. Institutional investors and hedge funds collectively own 61.8% of ExxonMobil, indicating substantial institutional participation despite mixed individual positioning.

Key facts

• Bartlett & CO. Wealth Management LLC reduced its stake in ExxonMobil Holdings Corp by 98.5% in the second quarter, selling 105,599 shares and retaining 1,600 shares valued at $219,000. source
• EverSource Wealth Advisors LLC reduced its stake in ExxonMobil Holdings Corp by 33.9% in the second quarter, selling over 20,000 shares but still retaining a holding valued at $5.5 million. source
• Fortis Group Advisors LLC reduced its stake in ExxonMobil Holdings Corp by 25.7% in the second quarter, selling 8,287 shares and now holding 24,013 shares valued at $3.28 million. source
• Nilsine Partners LLC increased its stake in ExxonMobil Holdings Corp by 22.5% in the second quarter, acquiring 15,326 additional shares, bringing its total holding to 83,492 shares valued at approximately $11.4 million. source
• Bogart Wealth LLC reduced its stake in ExxonMobil Holdings Corp by 1.1% in the second quarter, selling 13,241 shares and still holding 1.20 million shares valued at approximately $164.5 million. source
• SBI Securities Co. Ltd. reduced its stake in ExxonMobil Holdings Corp by 6.2% in the second quarter, selling 8,030 shares and retaining 121,250 shares valued at approximately $16.58 million. source