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 |
|---|---|---|---|---|---|
|
Burt Wealth Advisors
|
Feb 06, 2025 Q4 2024 |
9,962
shares
|
$1.11 Million
0.27% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
9,953
shares
|
$1.11 Million
0.93% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
9,952
shares
|
$1.11 Million
0.12% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
9,949
shares
|
$1.11 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Feb 14, 2025 Q4 2024 |
9,935
shares
|
$1.11 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jan 30, 2025 Q4 2024 |
9,927
shares
|
$1.1 Million
0.61% of portfolio
|
Q4 2024
Added 207.24%
|
|
|
Cross Staff Investments Inc
|
Jan 24, 2025 Q4 2024 |
9,923
shares
|
$1.1 Million
0.83% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
9,916
shares
|
$1.1 Million
0.05% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
9,873
shares
|
$1.1 Million
0.14% of portfolio
|
Q4 2024
Reduced 30.57%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
9,861
shares
|
$1.1 Million
0.24% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
9,858
shares
|
$1.1 Million
0.54% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Cohen Capital Management, Inc.
|
Feb 03, 2025 Q4 2024 |
9,850
shares
|
$1.1 Million
0.18% of portfolio
|
Q1 2023
Reduced 37.89%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
9,841
shares
|
$1.1 Million
0.33% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jan 24, 2025 Q4 2024 |
9,819
shares
|
$1.09 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
9,811
shares
|
$1.09 Million
0.02% of portfolio
|
Q4 2024
Reduced 40.02%
|
|
|
New England Professional Planning Group Inc.
|
Feb 03, 2025 Q4 2024 |
9,807
shares
|
$1.09 Million
0.53% of portfolio
|
Q1 2024
Reduced 0.1%
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
9,751
shares
|
$1.08 Million
0.32% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
9,750
shares
|
$1.08 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Somerset Group LLC
Wayzata, MN |
Feb 11, 2025 Q4 2024 |
9,749
shares
|
$1.08 Million
0.97% of portfolio
|
Q1 2024
Reduced 17.72%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
9,747
shares
|
$1.08 Million
0.87% of portfolio
|
Q3 2024
Reduced 25.8%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
9,734
shares
|
$1.08 Million
0.22% of portfolio
|
Q4 2024
Added 16.27%
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
9,732
shares
|
$1.08 Million
0.75% of portfolio
|
Q4 2024
Reduced 7.09%
|
|
|
Dash Acquisitions Inc.
|
Feb 03, 2025 Q4 2024 |
9,726
shares
|
$1.08 Million
0.24% of portfolio
|
Q4 2024
Reduced 15.86%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
9,722
shares
|
$1.08 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jan 17, 2025 Q4 2024 |
9,711
shares
|
$1.08 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.14%
|