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 4,759 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 $288 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Opinicus Capital, Inc.
Tampa, FL |
Apr 16, 2025 Q1 2025 |
6,574
shares
|
$713,541
0.69% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
6,569
shares
|
$712,999
0.69% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
6,564
shares
|
$712,456
0.72% of portfolio
|
Q2 2025
Added 114.79%
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
6,557
shares
|
$711,696
0.14% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
6,548
shares
|
$710,719
0.08% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
6,539
shares
|
$709,743
0.35% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Crew Capital Management, Ltd.
|
Jul 14, 2025 Q2 2025 |
6,531
shares
|
$708,874
0.57% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
May 07, 2025 Q1 2025 |
6,516
shares
|
$707,246
0.41% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Sound Financial Strategies Group, LLC
|
May 09, 2025 Q1 2025 |
6,510
shares
|
$706,595
0.73% of portfolio
|
Q1 2025
Added 20.33%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
6,510
shares
|
$706,595
0.37% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
6,509
shares
|
$706,486
0.36% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
6,504
shares
|
$705,944
0.3% of portfolio
|
Q1 2025
Reduced 37.06%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
6,501
shares
|
$705,618
0.15% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
6,501
shares
|
$705,618
0.37% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
May 09, 2025 Q1 2025 |
6,500
shares
|
$705,510
1.36% of portfolio
|
Q1 2025
Added 134.91%
|
|
|
Summa Corp.
Tomball, TX |
Apr 21, 2025 Q1 2025 |
6,500
shares
|
$705,510
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
6,498
shares
|
$705,292
0.35% of portfolio
|
Q1 2024
Reduced 64.68%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
6,484
shares
|
$703,773
0.79% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Grace & White Inc
|
Apr 22, 2025 Q1 2025 |
6,482
shares
|
$703,556
0.19% of portfolio
|
Q2 2024
Added 0.39%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
6,475
shares
|
$702,796
0.25% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
6,472
shares
|
$702,470
0.07% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
6,466
shares
|
$701,819
0.25% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
May 08, 2025 Q1 2025 |
6,453
shares
|
$700,408
0.54% of portfolio
|
Q1 2025
Added 100.03%
|
|
|
Moseley Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
6,449
shares
|
$699,974
0.31% of portfolio
|
Q1 2025
Added 7.88%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
6,445
shares
|
$699,540
0.14% of portfolio
|
Q1 2025
Added 2.58%
|