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 |
|---|---|---|---|---|---|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
10,287
shares
|
$1.14 Million
0.24% of portfolio
|
Q4 2024
Added 74.98%
|
|
|
Coerente Capital Management
|
Jan 24, 2025 Q4 2024 |
10,283
shares
|
$1.14 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Allen Investment Management LLC
|
Feb 10, 2025 Q4 2024 |
10,283
shares
|
$1.14 Million
0.01% of portfolio
|
Q2 2024
Added 2.83%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
10,254
shares
|
$1.14 Million
0.4% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
10,232
shares
|
$1.14 Million
1.27% of portfolio
|
Q3 2023
Reduced 0.97%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
10,219
shares
|
$1.14 Million
0.22% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Feb 13, 2025 Q4 2024 |
10,209
shares
|
$1.14 Million
0.99% of portfolio
|
Q4 2024
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
10,206
shares
|
$1.14 Million
0.49% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jan 27, 2025 Q4 2024 |
10,195
shares
|
$1.13 Million
0.8% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
10,193
shares
|
$1.13 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Perennial Advisors, LLC
New York, NY |
Feb 21, 2025 Q4 2024 |
10,184
shares
|
$1.13 Million
0.24% of portfolio
|
Q2 2024
Added 18.08%
|
|
|
South Street Advisors LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
10,177
shares
|
$1.13 Million
0.17% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
10,176
shares
|
$1.13 Million
0.57% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
10,161
shares
|
$1.13 Million
0.63% of portfolio
|
Q1 2024
Added 0.6%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
10,156
shares
|
$1.13 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
10,143
shares
|
$1.13 Million
0.12% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
10,140
shares
|
$1.13 Million
0.15% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
10,130
shares
|
$1.13 Million
0.49% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Kdt Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,094
shares
|
$1.12 Million
1.59% of portfolio
|
Q4 2024
New holding
|
|
|
Schubert & CO
|
Jan 31, 2025 Q4 2024 |
10,052
shares
|
$1.12 Million
0.94% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jan 13, 2025 Q4 2024 |
10,043
shares
|
$1.12 Million
0.54% of portfolio
|
Q4 2024
Reduced 8.03%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
10,013
shares
|
$1.11 Million
0.51% of portfolio
|
Q4 2024
Added 14.42%
|
|
|
Southport Management, L.L.C.
Wilson, WY |
Feb 13, 2025 Q4 2024 |
10,000
shares
|
$1.11 Million
3.9% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
9,978
shares
|
$1.11 Million
0.25% of portfolio
|
Q4 2024
Added 13.96%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Feb 03, 2025 Q4 2024 |
9,973
shares
|
$1.11 Million
0.42% of portfolio
|
Q2 2024
Added 1.28%
|