XOM · News · 20260909N

Institutional Ownership Changes

ExxonMobil Holdings Corp · 2026-09-09 · Importance 3 · Surprise 6

Baird Financial Group reduced its ExxonMobil position by 2.4% in the second quarter, selling 32,100 shares and retaining 1,323,923 shares. Arcus Capital Partners cut its position by 68.0%, selling 9,429 shares and retaining 4,446 shares valued at $608,000. IFP Advisors increased its stake by 6.3% to 171,296 shares valued at $23.42 million, while Pinnacle Wealth Management raised its holdings by 27.1% to 33,296 shares valued at approximately $4.55 million. Institutional investors collectively owned 61.8% of ExxonMobil, and NewEdge Advisors increased its stake by 3% to 1.62 million shares valued at approximately $221.72 million.

Key facts

• IFP Advisors Inc increased its stake in ExxonMobil Corporation by 6.3% in the second quarter, acquiring an additional 10,202 shares and bringing their total holdings to 171,296 shares valued at $23.42 million. source
• NewEdge Advisors LLC increased its stake in ExxonMobil Corporation by 3% in the second quarter, bringing its total holdings to 1.62 million shares valued at approximately $221.7 million. source
• Institutional investors collectively own 61.80% of ExxonMobil. source