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 |
|---|---|---|---|---|---|
|
Solutions 4 Wealth, LTD
Southlake, TX |
May 09, 2025 Q1 2025 |
6,500
shares
|
$669,695
1.36% of portfolio
|
Q1 2025
Added 134.91%
|
|
|
Summa Corp.
Tomball, TX |
Apr 21, 2025 Q1 2025 |
6,500
shares
|
$669,695
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
6,498
shares
|
$669,488
0.35% of portfolio
|
Q1 2024
Reduced 64.68%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 15, 2025 Q1 2025 |
6,488
shares
|
$668,458
0.3% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
6,484
shares
|
$668,046
0.79% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Grace & White Inc
|
Apr 22, 2025 Q1 2025 |
6,482
shares
|
$667,840
0.19% of portfolio
|
Q2 2024
Added 0.39%
|
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
6,479
shares
|
$667,531
0.09% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
6,475
shares
|
$667,119
0.25% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
6,472
shares
|
$666,810
0.07% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
6,466
shares
|
$666,191
0.25% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
May 08, 2025 Q1 2025 |
6,453
shares
|
$664,852
0.54% of portfolio
|
Q1 2025
Added 100.03%
|
|
|
Moseley Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
6,449
shares
|
$664,440
0.31% of portfolio
|
Q1 2025
Added 7.88%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
6,445
shares
|
$664,028
0.14% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
6,445
shares
|
$664,028
0.36% of portfolio
|
Q1 2025
Reduced 56.42%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
6,440
shares
|
$663,513
0.25% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 15, 2025 Q1 2025 |
6,440
shares
|
$663,513
0.29% of portfolio
|
Q1 2025
Reduced 6.12%
|
|
|
Montis Financial, LLC
|
May 02, 2025 Q1 2025 |
6,433
shares
|
$662,791
0.23% of portfolio
|
Q1 2025
Added 92.14%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
May 13, 2025 Q1 2025 |
6,421
shares
|
$661,555
0.72% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
6,418
shares
|
$661,246
0.12% of portfolio
|
Q1 2025
Added 32.3%
|
|
|
Tributary Capital Management, LLC
|
May 02, 2025 Q1 2025 |
6,415
shares
|
$660,937
0.07% of portfolio
|
Q1 2025
Reduced 19.89%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
6,414
shares
|
$660,834
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Hudson Value Partners, LLC
|
Apr 22, 2025 Q1 2025 |
6,395
shares
|
$658,876
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
6,394
shares
|
$658,773
0.45% of portfolio
|
Q2 2022
New holding
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
6,393
shares
|
$658,670
1.3% of portfolio
|
Q3 2023
Reduced 6.58%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
6,383
shares
|
$657,640
0.2% of portfolio
|
Q1 2025
Reduced 3.38%
|