Jeremy Grantham's XOM Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 297,503 shares of ExxonMobil Holdings Corporation (XOM) worth $40.67 M, representing 0.09% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 42 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in XOM, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2013, adding 2.16 M shares. Largest reduction occurred in Q1 2014, reducing 1.78 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's ExxonMobil Holdings Corporation (XOM) Holding Value Over Time
Track share changes against reported price movement
Quarterly ExxonMobil Holdings Corporation (XOM) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -38,618 | Reduce 11.49% | 297,503 | $136.72 |
| Q1 2026 | -54,340 | Reduce 13.92% | 336,121 | $169.66 |
| Q4 2025 | -19,585 | Reduce 4.78% | 390,461 | $120.34 |
| Q3 2025 | +33,950 | Add 9.03% | 410,046 | $112.75 |
| Q2 2025 | -89,274 | Reduce 19.18% | 376,096 | $107.80 |
| Q1 2025 | +33,174 | Add 7.68% | 465,370 | $118.93 |
| Q4 2024 | -113,921 | Reduce 20.86% | 432,196 | $107.57 |
| Q3 2024 | +86,079 | Add 18.71% | 546,117 | $117.22 |
| Q2 2024 | -72,106 | Reduce 13.55% | 460,038 | $115.12 |
| Q1 2024 | -40,192 | Reduce 7.02% | 532,144 | $116.24 |
| Q4 2023 | +9,273 | Add 1.65% | 572,336 | $99.98 |
| Q3 2023 | -30,446 | Reduce 5.13% | 563,063 | $117.58 |
| Q2 2023 | +1,912 | Add 0.32% | 593,509 | $107.25 |
| Q1 2023 | -261,200 | Reduce 30.63% | 591,597 | $109.66 |
| Q4 2022 | +441,364 | Add 107.27% | 852,797 | $110.30 |
| Q3 2022 | +15,500 | Add 3.91% | 411,433 | $87.31 |
| Q2 2022 | +252,610 | Add 176.25% | 395,933 | $85.64 |
| Q1 2022 | +72,991 | Add 103.78% | 143,323 | $82.59 |
| Q4 2021 | -87,913 | Reduce 55.55% | 70,332 | $61.20 |
| Q3 2021 | -81,500 | Reduce 33.99% | 158,245 | $58.82 |
| Q2 2021 | -515,964 | Reduce 68.28% | 239,745 | $63.08 |
| Q1 2021 | +271,704 | Add 56.14% | 755,709 | $55.83 |
| Q4 2020 | +484,005 | New Buy | 484,005 | $41.22 |
| Q3 2020 | -138,526 | Sold Out | 0 | $0.00 |
| Q2 2020 | -1,894 | Reduce 1.35% | 138,526 | $44.72 |
| Q1 2020 | +140,420 | New Buy | 140,420 | $37.97 |
| Q1 2017 | -5,500 | Sold Out | 0 | $0.00 |
| Q3 2016 | -600 | Reduce 9.84% | 5,500 | $87.27 |
| Q2 2016 | -200 | Reduce 3.17% | 6,100 | $93.77 |
| Q1 2016 | -378,263 | Reduce 98.36% | 6,300 | $83.65 |
| Q4 2015 | -791,500 | Reduce 67.30% | 384,563 | $77.95 |
| Q3 2015 | -570,100 | Reduce 32.65% | 1.18 M | $74.35 |
| Q2 2015 | -1.4 M | Reduce 44.55% | 1.75 M | $83.20 |
| Q1 2015 | -732,300 | Reduce 18.87% | 3.15 M | $85.00 |
| Q4 2014 | -1.17 M | Reduce 23.16% | 3.88 M | $92.45 |
| Q3 2014 | -1.63 M | Reduce 24.40% | 5.05 M | $94.05 |
| Q2 2014 | +838,575 | Add 14.35% | 6.68 M | $100.68 |
| Q1 2014 | -1.78 M | Reduce 23.35% | 5.84 M | $97.68 |
| Q4 2013 | +2.16 M | Add 39.60% | 7.62 M | $101.20 |
| Q3 2013 | -188,109 | Reduce 3.33% | 5.46 M | $86.04 |
| Q2 2013 | +5.65 M | Add 0.00% | 5.65 M | $90.35 |
Jeremy Grantham's ExxonMobil Holdings Corporation Investment FAQs
Jeremy Grantham first purchased ExxonMobil Holdings Corporation (XOM) in Q2 2013, acquiring 5,647,996 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held ExxonMobil Holdings Corporation (XOM) for 42 quarters since Q2 2013.
Jeremy Grantham's largest addition to ExxonMobil Holdings Corporation (XOM) was in Q2 2013, adding 5,647,996 shares worth $510.3 M.
According to the latest 13F filing for Q2 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 297,503 shares of ExxonMobil Holdings Corporation (XOM), valued at approximately $40.67 M.
As of the Q2 2026 filing, ExxonMobil Holdings Corporation (XOM) represents approximately 0.09% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in ExxonMobil Holdings Corporation (XOM) was 7,621,912 shares, as reported at the end of Q4 2013.