Jeremy Grantham's XOM Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 390,461 shares of Exxon Mobil Corporation (XOM) worth $46.99 M, representing 0.12% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 40 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in XOM, demonstrating sustained confidence in this investment. 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| 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 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 40 quarters since Q2 2013.
Jeremy Grantham's largest addition to Exxon Mobil Corporation (XOM) was in Q2 2013, adding 5,647,996 shares worth $510.3 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 390,461 shares of Exxon Mobil Corporation (XOM), valued at approximately $46.99 M.
As of the Q4 2025 filing, Exxon Mobil Corporation (XOM) represents approximately 0.12% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Exxon Mobil Corporation (XOM) was 7,621,912 shares, as reported at the end of Q4 2013.