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 4,639 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 $296 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lakewood Asset Management LLC
Naperville, IL |
Jan 14, 2025 Q4 2024 |
7,314
shares
|
$809,586
0.54% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Treasure Coast Financial Planning
|
Jan 31, 2025 Q4 2024 |
7,313
shares
|
$809,475
0.52% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
North Point Portfolio Managers Corp
|
Jan 22, 2025 Q4 2024 |
7,288
shares
|
$806,708
0.15% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Feb 10, 2025 Q4 2024 |
7,280
shares
|
$805,823
0.54% of portfolio
|
Q4 2023
Added 26.1%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
7,279
shares
|
$805,712
0.22% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Jan 31, 2025 Q4 2024 |
7,277
shares
|
$805,491
0.57% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Emprise Bank
Wichita, KS |
Jan 13, 2025 Q4 2024 |
7,277
shares
|
$805,491
0.44% of portfolio
|
Q4 2024
Reduced 9.77%
|
|
|
Seven Springs Wealth Group, LLC
|
Feb 14, 2025 Q4 2024 |
7,272
shares
|
$804,937
0.3% of portfolio
|
Q4 2024
Added 60.71%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
7,262
shares
|
$803,830
0.12% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
7,255
shares
|
$803,055
0.52% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Feb 10, 2025 Q4 2024 |
7,253
shares
|
$802,834
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
7,244
shares
|
$801,838
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
7,227
shares
|
$799,956
0.3% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
7,226
shares
|
$799,845
0.39% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
7,209
shares
|
$797,964
0.1% of portfolio
|
Q3 2023
Added 18.71%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Feb 13, 2025 Q4 2024 |
7,209
shares
|
$797,964
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jan 27, 2025 Q4 2024 |
7,200
shares
|
$796,968
0.49% of portfolio
|
Q4 2024
Added 291.09%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jan 27, 2025 Q4 2024 |
7,196
shares
|
$796,525
0.35% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
7,174
shares
|
$794,090
1.05% of portfolio
|
Q2 2022
Added 93.68%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jan 23, 2025 Q4 2024 |
7,166
shares
|
$793,204
0.26% of portfolio
|
Q4 2024
Added 18.04%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
7,165
shares
|
$793,093
0.45% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
7,164
shares
|
$792,983
0.16% of portfolio
|
Q4 2024
Added 14.08%
|
|
|
Consilio Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
7,157
shares
|
$792,208
0.32% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Gagnon Securities LLC
|
Jan 23, 2025 Q4 2024 |
7,140
shares
|
$790,326
0.17% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Feb 13, 2025 Q4 2024 |
7,123
shares
|
$788,444
0.12% of portfolio
|
Q4 2024
Reduced 8.89%
|