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 |
|---|---|---|---|---|---|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
9,500
shares
|
$1.06 Million
0.23% of portfolio
|
Q4 2024
Added 14.79%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
9,490
shares
|
$1.06 Million
0.76% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Adams Asset Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
9,480
shares
|
$1.05 Million
0.16% of portfolio
|
Q2 2023
Reduced 17.68%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
9,480
shares
|
$1.05 Million
0.91% of portfolio
|
Q3 2024
Added 7.74%
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
9,477
shares
|
$1.05 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
9,458
shares
|
$1.05 Million
0.63% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
9,450
shares
|
$1.05 Million
0.23% of portfolio
|
Q2 2022
Reduced 20.77%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
9,438
shares
|
$1.05 Million
0.51% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Napatree Capital LLC
Westerly, RI |
Feb 11, 2025 Q4 2024 |
9,435
shares
|
$1.05 Million
0.6% of portfolio
|
Q4 2024
Added 11.35%
|
|
|
B&L Asset Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
9,434
shares
|
$1.05 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Financial Advisors Network, Inc.
|
Feb 14, 2025 Q4 2024 |
9,431
shares
|
$1.05 Million
0.17% of portfolio
|
Q4 2024
Added 64.62%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
9,419
shares
|
$1.05 Million
0.61% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
9,418
shares
|
$1.05 Million
0.54% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
9,417
shares
|
$1.05 Million
0.19% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
9,396
shares
|
$1.05 Million
0.24% of portfolio
|
Q4 2024
Added 13.67%
|
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
9,394
shares
|
$1.05 Million
0.2% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Feb 07, 2025 Q4 2024 |
9,385
shares
|
$1.04 Million
0.31% of portfolio
|
Q4 2024
Reduced 13.47%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Feb 07, 2025 Q4 2024 |
9,367
shares
|
$1.04 Million
0.5% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
9,347
shares
|
$1.04 Million
0.19% of portfolio
|
Q4 2024
Reduced 15.11%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Feb 14, 2025 Q4 2024 |
9,327
shares
|
$1.04 Million
0.47% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
9,308
shares
|
$1.04 Million
0.38% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
9,307
shares
|
$1.04 Million
0.42% of portfolio
|
Q4 2023
Reduced 2.98%
|
|
|
Smith & Howard Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
9,305
shares
|
$1.04 Million
0.28% of portfolio
|
Q4 2024
Reduced 70.09%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Feb 07, 2025 Q4 2024 |
9,301
shares
|
$1.03 Million
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
9,299
shares
|
$1.03 Million
0.15% of portfolio
|
Q4 2024
Reduced 13.03%
|