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 4,744 institutions that hold shares in the stock, with a total of 2.66 Billion shares, which have been reported (via 13F filing form) to have a value of $274 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crew Capital Management, Ltd.
|
Apr 29, 2025 Q1 2025 |
6,693
shares
|
$689,579
0.73% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Apr 11, 2025 Q1 2025 |
6,688
shares
|
$689,064
0.34% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
6,687
shares
|
$688,961
0.04% of portfolio
|
Q1 2025
Added 11.67%
|
|
|
Magnolia Capital Management LTD
|
Apr 03, 2025 Q1 2025 |
6,677
shares
|
$687,931
0.68% of portfolio
|
Q2 2024
Added 23.65%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Apr 14, 2025 Q1 2025 |
6,670
shares
|
$687,210
0.5% of portfolio
|
Q2 2024
Reduced 10.11%
|
|
|
Elefante Mark B
Boston, MA |
May 06, 2025 Q1 2025 |
6,650
shares
|
$685,149
0.63% of portfolio
|
Q1 2025
Added 101.52%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
6,638
shares
|
$683,913
0.3% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
6,632
shares
|
$683,294
0.22% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
May 14, 2025 Q1 2025 |
6,626
shares
|
$682,676
0.42% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Apr 16, 2025 Q1 2025 |
6,624
shares
|
$682,470
0.46% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
6,621
shares
|
$682,161
0.64% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
6,616
shares
|
$681,646
0.29% of portfolio
|
Q1 2025
Added 6.78%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
6,600
shares
|
$679,998
0.49% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
6,599
shares
|
$679,894
0.05% of portfolio
|
Q1 2025
Added 10.96%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
6,583
shares
|
$678,246
0.17% of portfolio
|
Q1 2024
Reduced 36.71%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Apr 16, 2025 Q1 2025 |
6,574
shares
|
$677,319
0.69% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
6,569
shares
|
$676,804
0.69% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
6,557
shares
|
$675,567
0.14% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Tanager Wealth Management LLP
|
Apr 24, 2025 Q1 2025 |
6,525
shares
|
$672,270
0.1% of portfolio
|
Q1 2025
Added 27.97%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
May 07, 2025 Q1 2025 |
6,516
shares
|
$671,343
0.41% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Sound Financial Strategies Group, LLC
|
May 09, 2025 Q1 2025 |
6,510
shares
|
$670,725
0.73% of portfolio
|
Q1 2025
Added 20.33%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
6,510
shares
|
$670,725
0.37% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
6,504
shares
|
$670,107
0.3% of portfolio
|
Q1 2025
Reduced 37.06%
|
|
|
Financial Management Network Inc
|
May 07, 2025 Q1 2025 |
6,502
shares
|
$669,901
0.18% of portfolio
|
Q1 2025
Reduced 22.97%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
6,501
shares
|
$669,798
0.37% of portfolio
|
Q1 2025
Added 0.22%
|