Institutional Ownership Exxon Mobil Corp (XOM)
This table provides information about the institutional ownership of Exxon Mobil Corp (XOM). We have compiled data on the 4,643 institutions that hold shares in the stock, with a total of 2.68 Billion shares, which have been reported (via 13F filing form) to have a value of $298 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
11,583
shares
|
$1.29 Million
0.22% of portfolio
|
N/A
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
11,548
shares
|
$1.28 Million
0.78% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
11,546
shares
|
$1.28 Million
0.07% of portfolio
|
Q3 2022
Reduced 2.52%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
11,536
shares
|
$1.28 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
11,534
shares
|
$1.28 Million
0.2% of portfolio
|
Q4 2024
Reduced 7.42%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Feb 06, 2025 Q4 2024 |
11,530
shares
|
$1.28 Million
0.67% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
11,504
shares
|
$1.28 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
11,490
shares
|
$1.28 Million
0.24% of portfolio
|
Q4 2024
Reduced 22.91%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
11,482
shares
|
$1.28 Million
0.08% of portfolio
|
Q4 2024
Added 19.11%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
11,482
shares
|
$1.28 Million
0.02% of portfolio
|
Q4 2024
Added 3171.23%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Feb 05, 2025 Q4 2024 |
11,469
shares
|
$1.28 Million
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
11,449
shares
|
$1.27 Million
0.31% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
11,446
shares
|
$1.27 Million
0.32% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
11,444
shares
|
$1.27 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
11,440
shares
|
$1.27 Million
0.49% of portfolio
|
Q4 2024
Reduced 30.62%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
11,407
shares
|
$1.27 Million
0.28% of portfolio
|
Q3 2024
Reduced 19.47%
|
|
|
Oak Thistle LLC
|
Jan 13, 2025 Q4 2024 |
11,402
shares
|
$1.27 Million
0.38% of portfolio
|
Q4 2024
Added 219.47%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Feb 14, 2025 Q4 2024 |
11,397
shares
|
$1.27 Million
0.12% of portfolio
|
Q4 2024
Added 15.16%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
11,380
shares
|
$1.27 Million
0.49% of portfolio
|
Q4 2024
Reduced 5.95%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
11,372
shares
|
$1.27 Million
0.09% of portfolio
|
Q2 2023
Added 25.75%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
11,365
shares
|
$1.26 Million
0.19% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Omni Star Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
11,349
shares
|
$1.26 Million
1.04% of portfolio
|
Q4 2024
Reduced 17.85%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Feb 19, 2025 Q4 2024 |
11,336
shares
|
$1.26 Million
1.34% of portfolio
|
Q4 2024
New holding
|
|
|
Edgemoor Investment Advisors, Inc.
|
Feb 10, 2025 Q4 2024 |
11,322
shares
|
$1.26 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Jan 23, 2025 Q4 2024 |
11,321
shares
|
$1.26 Million
0.85% of portfolio
|
Q3 2024
Reduced 1.14%
|