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SM · XOM in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

SMXOM
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • SM
  • XOM
010203040202120222023202420252026
Holders and value by quarter
QuarterSMXOM
Q3 2020none listed holders, n.a.21 holders, $7.1bn
Q4 2020none listed holders, n.a.28 holders, $8.0bn
Q1 20215 holders, $67m27 holders, $11.5bn
Q2 20216 holders, $147m28 holders, $13.4bn
Q3 20218 holders, $204m30 holders, $13.0bn
Q4 20217 holders, $199m29 holders, $14.2bn
Q1 20228 holders, $206m37 holders, $20.3bn
Q2 202210 holders, $279m30 holders, $23.2bn
Q3 202210 holders, $258m27 holders, $25.6bn
Q4 20229 holders, $217m32 holders, $62.9bn
Q1 20238 holders, $154m29 holders, $32.9bn
Q2 202310 holders, $199m30 holders, $32.1bn
Q3 202310 holders, $199m30 holders, $35.1bn
Q4 20235 holders, $78m38 holders, $30.7bn
Q1 20246 holders, $194m32 holders, $36.5bn
Q2 20249 holders, $198m33 holders, $42.7bn
Q3 20249 holders, $160m28 holders, $42.3bn
Q4 20247 holders, $72m33 holders, $37.4bn
Q1 20256 holders, $47m32 holders, $39.3bn
Q2 20259 holders, $82m28 holders, $32.5bn
Q3 20259 holders, $160m29 holders, $33.1bn
Q4 20257 holders, $59m33 holders, $36.0bn
Q1 20265 holders, $179m32 holders, $54.7bn
Q2 20264 holders, $157m31 holders, $44.7bn
SM

SM Energy Co

Holders
6
Reported value
$47m
Buyers
5
Sellers
1

Breadth +4 among 95 comparable managers.

EnergyEnergy and power infrastructure · L3VLUPOil and gas
XOM

Exxon Mobil Corp

Holders
32
Reported value
$39.3bn
Buyers
13
Sellers
20

Breadth -7 among 95 comparable managers.

EnergyEnergy and power infrastructure · L3VLUPOil and gas

Who holds both, Q1 2025

Among the 35 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SM (3)

Caxton Associates LLP, ExodusPoint Capital Management LP, Voloridge Investment Management LLC

Only XOM (29)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, and 4 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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