Jeremy Grantham's XOM Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 410,046 shares of Exxon Mobil Corporation (XOM) worth $46.23 M, representing 0.13% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 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 Exxon Mobil Corporation (XOM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Exxon Mobil Corporation (XOM) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +5.65 M | Add 0.00% | 5.65 M | $90.35 |
| Q3 2013 | -188,109 | Reduce 3.33% | 5.46 M | $86.04 |
| Q4 2013 | +2.16 M | Add 39.60% | 7.62 M | $101.20 |
| Q1 2014 | -1.78 M | Reduce 23.35% | 5.84 M | $97.68 |
| Q2 2014 | +838,575 | Add 14.35% | 6.68 M | $100.68 |
| Q3 2014 | -1.63 M | Reduce 24.40% | 5.05 M | $94.05 |
| Q4 2014 | -1.17 M | Reduce 23.16% | 3.88 M | $92.45 |
| Q1 2015 | -732,300 | Reduce 18.87% | 3.15 M | $85.00 |
| Q2 2015 | -1.4 M | Reduce 44.55% | 1.75 M | $83.20 |
| Q3 2015 | -570,100 | Reduce 32.65% | 1.18 M | $74.35 |
| Q4 2015 | -791,500 | Reduce 67.30% | 384,563 | $77.95 |
| Q1 2016 | -378,263 | Reduce 98.36% | 6,300 | $83.65 |
| Q2 2016 | -200 | Reduce 3.17% | 6,100 | $93.77 |
| Q3 2016 | -600 | Reduce 9.84% | 5,500 | $87.27 |
| Q1 2017 | -5,500 | Sold Out | 5,500 | $0.00 |
| Q1 2020 | +140,420 | New Buy | 140,420 | $37.97 |
| Q2 2020 | -1,894 | Reduce 1.35% | 138,526 | $44.72 |
| Q3 2020 | -138,526 | Sold Out | 138,526 | $0.00 |
| Q4 2020 | +484,005 | New Buy | 484,005 | $41.22 |
| Q1 2021 | +271,704 | Add 56.14% | 755,709 | $55.83 |
| Q2 2021 | -515,964 | Reduce 68.28% | 239,745 | $63.08 |
| Q3 2021 | -81,500 | Reduce 33.99% | 158,245 | $58.82 |
| Q4 2021 | -87,913 | Reduce 55.55% | 70,332 | $61.20 |
| Q1 2022 | +72,991 | Add 103.78% | 143,323 | $82.59 |
| Q2 2022 | +252,610 | Add 176.25% | 395,933 | $85.64 |
| Q3 2022 | +15,500 | Add 3.91% | 411,433 | $87.31 |
| Q4 2022 | +441,364 | Add 107.27% | 852,797 | $110.30 |
| Q1 2023 | -261,200 | Reduce 30.63% | 591,597 | $109.66 |
| Q2 2023 | +1,912 | Add 0.32% | 593,509 | $107.25 |
| Q3 2023 | -30,446 | Reduce 5.13% | 563,063 | $117.58 |
| Q4 2023 | +9,273 | Add 1.65% | 572,336 | $99.98 |
| Q1 2024 | -40,192 | Reduce 7.02% | 532,144 | $116.24 |
| Q2 2024 | -72,106 | Reduce 13.55% | 460,038 | $115.12 |
| Q3 2024 | +86,079 | Add 18.71% | 546,117 | $117.22 |
| Q4 2024 | -113,921 | Reduce 20.86% | 432,196 | $107.57 |
| Q1 2025 | +33,174 | Add 7.68% | 465,370 | $118.93 |
| Q2 2025 | -89,274 | Reduce 19.18% | 376,096 | $107.80 |
| Q3 2025 | +33,950 | Add 9.03% | 410,046 | $112.75 |
Jeremy Grantham's Exxon Mobil Corporation Investment FAQs
Jeremy Grantham first purchased Exxon Mobil 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 Exxon Mobil Corporation (XOM) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to Exxon Mobil Corporation (XOM) was in Q2 2013, adding 5,647,996 shares worth $510.3 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 410,046 shares of Exxon Mobil Corporation (XOM), valued at approximately $46.23 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Exxon Mobil Corporation (XOM) represents approximately 0.13% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's peak holding in Exxon Mobil Corporation (XOM) was 7,621,912 shares, as reported at the end of Q4 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.