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 |
|---|---|---|---|---|---|
|
Crew Capital Management, Ltd.
|
Feb 06, 2025 Q4 2024 |
6,614
shares
|
$732,103
0.63% of portfolio
|
Q4 2024
Reduced 7.15%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
6,606
shares
|
$731,218
0.19% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
6,604
shares
|
$730,996
0.13% of portfolio
|
Q4 2024
Added 11.8%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
6,604
shares
|
$730,996
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
6,595
shares
|
$730,000
0.8% of portfolio
|
Q3 2024
Reduced 17.01%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
6,593
shares
|
$729,779
0.3% of portfolio
|
Q4 2024
Added 15.79%
|
|
|
Garner Asset Management Corp
|
Feb 13, 2025 Q4 2024 |
6,592
shares
|
$729,668
0.32% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Feb 18, 2025 Q4 2024 |
6,585
shares
|
$728,893
0.65% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
6,583
shares
|
$728,672
0.17% of portfolio
|
Q1 2024
Reduced 36.71%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Feb 14, 2025 Q4 2024 |
6,579
shares
|
$728,229
0.42% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
6,578
shares
|
$728,118
0.26% of portfolio
|
Q4 2024
Added 17.15%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
6,540
shares
|
$723,912
0.29% of portfolio
|
Q4 2024
Added 16.04%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
6,508
shares
|
$720,370
0.3% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Summa Corp.
Tomball, TX |
Jan 23, 2025 Q4 2024 |
6,500
shares
|
$719,485
0.34% of portfolio
|
Q4 2023
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
6,498
shares
|
$719,263
0.35% of portfolio
|
Q1 2024
Reduced 64.68%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
6,487
shares
|
$718,046
0.32% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Feb 12, 2025 Q4 2024 |
6,485
shares
|
$717,824
0.28% of portfolio
|
Q4 2024
Added 85.23%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
6,484
shares
|
$717,713
0.27% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Grace & White Inc
|
Jan 29, 2025 Q4 2024 |
6,482
shares
|
$717,492
0.16% of portfolio
|
Q2 2024
Added 0.39%
|
|
|
Curran Financial Partners, LLC
|
Jan 22, 2025 Q4 2024 |
6,481
shares
|
$717,381
0.22% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
Fiducient Advisors LLC
|
Feb 13, 2025 Q4 2024 |
6,474
shares
|
$716,607
0.09% of portfolio
|
Q4 2024
Reduced 69.76%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
6,465
shares
|
$715,610
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
6,462
shares
|
$715,278
0.21% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
6,456
shares
|
$714,614
0.24% of portfolio
|
Q4 2024
Reduced 8.26%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
6,455
shares
|
$714,503
0.24% of portfolio
|
Q4 2024
Reduced 5.7%
|