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 |
|---|---|---|---|---|---|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
6,444
shares
|
$713,286
0.54% of portfolio
|
Q4 2024
Added 30.31%
|
|
|
Meridian Management CO
|
Feb 12, 2025 Q4 2024 |
6,438
shares
|
$712,622
0.19% of portfolio
|
Q4 2024
Added 4.92%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
6,433
shares
|
$712,068
0.21% of portfolio
|
Q2 2024
Added 0.72%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
6,426
shares
|
$711,293
0.09% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
6,419
shares
|
$710,519
0.19% of portfolio
|
Q4 2024
Added 27.87%
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
6,416
shares
|
$710,187
0.21% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
6,416
shares
|
$710,187
0.08% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 22, 2025 Q4 2024 |
6,415
shares
|
$710,076
0.2% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Feb 24, 2025 Q4 2024 |
6,414
shares
|
$709,965
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Feb 12, 2025 Q4 2024 |
6,403
shares
|
$708,748
0.2% of portfolio
|
Q4 2024
Added 28.57%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
6,398
shares
|
$708,194
0.23% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 11, 2025 Q4 2024 |
6,395
shares
|
$707,862
0.59% of portfolio
|
Q4 2024
Reduced 31.64%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
6,394
shares
|
$707,751
0.45% of portfolio
|
Q2 2022
New holding
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
6,393
shares
|
$707,641
1.3% of portfolio
|
Q3 2023
Reduced 6.58%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
6,387
shares
|
$706,977
0.09% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Claris Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
6,384
shares
|
$706,644
0.3% of portfolio
|
Q4 2024
Added 44.24%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
6,373
shares
|
$705,427
0.5% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
6,360
shares
|
$703,988
0.08% of portfolio
|
Q4 2024
Added 48.91%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
6,349
shares
|
$702,770
0.08% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
6,333
shares
|
$700,999
0.1% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Capital Wealth Planning, LLC
|
Feb 05, 2025 Q4 2024 |
6,328
shares
|
$700,446
0.01% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 16, 2025 Q4 2024 |
6,328
shares
|
$700,446
0.6% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
6,326
shares
|
$700,224
0.24% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
6,317
shares
|
$699,228
0.16% of portfolio
|
Q2 2023
Reduced 0.28%
|
|
|
Weil Company, Inc.
|
Feb 04, 2025 Q4 2024 |
6,315
shares
|
$699,007
0.25% of portfolio
|
Q4 2024
Added 1.71%
|