Exxon Mobil (NYSE: XOM) is a global energy giant engaged in oil and gas exploration, production, refining, and chemicals, with operations spanning more than 60 countries. The company is one of the largest publicly traded energy firms in the world, recently trading around $112 per share with a market cap of about $475 billion.
Once viewed mainly as a traditional oil and gas producer, Exxon has steadily transformed into a broader energy powerhouse, balancing fossil fuel dominance with growing investments in chemicals, carbon capture, and low-carbon solutions. Its scale, integrated operations, and steady free cash flow have made it a cornerstone holding for institutions seeking both income and stability.
Despite softer earnings expectations and a stock price that has slipped about 6% over the past year, Exxon continues to generate strong returns on capital, post 31% gross margins, and deliver a reliable 3.7% dividend yield.
Looking at who owns Exxon and what insiders are doing gives a clearer picture of how the big players really feel about the stock right now.
Who Are Exxon’s Top Shareholders?
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Exxon Mobil is a global energy company involved in oil and gas exploration, refining, chemicals, and emerging low-carbon solutions. Its ownership is anchored by passive giants, while some active managers have recently pulled back:
- Vanguard Group: 429.2M shares (10.1%), $47.9B. Added 1.09M (+0.3%).
- BlackRock: 219.9M shares (5.2%), $24.5B. Trimmed 1.86M (-0.8%).
- State Street: 208.6M shares (4.9%), $23.3B. Reduced 6.1M (-2.9%).
- Fidelity: 111.9M shares (2.6%), $12.5B. Cut 7.9M (-6.6%).
- Geode Capital: 96.3M shares (2.3%), $10.7B. Added 343K (+0.4%).
- Norges Bank: 57.2M shares (1.3%), $6.4B. Reduced 7.3M (-11.3%).
One highlight from last quarter is Richard Chilton’s Chilton Investment, which lifted its Exxon stake by nearly 479%. The firm now owns about 27K shares worth $2.9 million, showing a sharp increase in exposure at current levels.
Another notable move came from Ray Dalio’s Bridgewater Associates, which boosted its holdings by roughly 355% to 968K shares valued at $104 million. This looks like a sizable conviction bet from one of the world’s largest hedge funds.
Meanwhile, Steven Schonfeld’s Schonfeld Strategic Advisors expanded its position by 226%, now controlling 31K shares worth $3.3 million. The ramp-up suggests selective hedge funds are leaning more positive on Exxon despite mixed broader sentiment.
Vanguard and BlackRock keep Exxon closely tied to index funds, making its shareholder base stable. The trims by Fidelity and Norges Bank suggest some large investors may be cautious, while hedge fund builds from Dalio, Chilton, and Schonfeld show there is still active interest in the stock.
See whether Exxon Mobil’s top shareholders are buying or selling today >>>
Exxon Mobil’s Recent Insider Trades
Insider trading activity at Exxon Mobil has been light in 2025 and appears tilted toward small sales rather than accumulation. While none of the transactions are large enough to move the needle, they provide a glimpse into how leadership may be approaching their personal exposure to the stock at current prices.
The absence of meaningful buying can sometimes suggest caution, or simply that executives are content holding their existing stakes without adding more.
Here are some recent insider sales:
- Darrin Talley (Officer): Several sales of ~2,100 shares at $110–113 between Feb–Aug 2025.
- Jack Williams Jr. (Officer): Sold 10,000 shares in Feb 2025.
- Neil Chapman (Officer): Sold ~1,000 shares in May 2025.
Directors Lawrence Kellner, Jeffrey Ubben, and Steven Kandarian reported holdings of ~2,500 shares each in Jan filings.
These look like modest transactions, mostly sales. It appears insiders are not actively increasing their exposure, which may reflect a wait-and-see approach rather than strong conviction at current prices.
See recent insider trade data for over 50,000 global stocks (It’s free) >>>
What the Ownership & Insider Trade Data Tell Us
Exxon’s ownership is dominated by passive giants like Vanguard and BlackRock, which keeps the stock firmly embedded in global portfolios. Active managers such as Fidelity and Norges Bank have cut their stakes, which may signal a more cautious stance on Exxon’s near-term growth, while Vanguard and Geode appear to be quietly adding.
Insider activity has leaned toward small sales, with no notable buying reported. These transactions look modest and may reflect diversification or scheduled plans, but the lack of insider accumulation suggests leadership may not see the current price as a compelling entry point.
For investors, the overall picture looks mixed. Exxon still offers reliable dividends, strong margins, and balance sheet stability, yet both institutions and insiders appear to be taking a careful approach, waiting for clearer growth signals before committing more aggressively.
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