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 |
---|---|---|---|---|---|
Williams Financial, LLC
Bennington, VT |
Jan 23, 2025 Q4 2024 |
6,041
shares
|
$668,678
0.4% of portfolio
|
Q4 2024
Added 0.82%
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
6,040
shares
|
$668,567
0.53% of portfolio
|
Q3 2022
Reduced 4.79%
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
6,040
shares
|
$668,567
0.02% of portfolio
|
Q2 2024
New holding
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
6,038
shares
|
$668,346
0.42% of portfolio
|
Q4 2024
Added 9.23%
|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
6,037
shares
|
$668,235
0.21% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
Coco Enterprises, LLC
Whitefish, MT |
Feb 14, 2025 Q4 2024 |
6,033
shares
|
$667,792
0.4% of portfolio
|
Q4 2024
Added 0.03%
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Feb 05, 2025 Q4 2024 |
6,025
shares
|
$666,907
0.57% of portfolio
|
Q4 2024
New holding
|
|
Acas, LLC
|
Feb 06, 2025 Q4 2024 |
6,022
shares
|
$666,575
0.53% of portfolio
|
Q4 2024
Added 4.22%
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
6,016
shares
|
$665,911
0.31% of portfolio
|
Q4 2024
Added 1.71%
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
6,014
shares
|
$665,689
0.11% of portfolio
|
Q4 2024
Added 63.74%
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Feb 14, 2025 Q4 2024 |
5,992
shares
|
$663,254
0.5% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
5,988
shares
|
$662,811
0.03% of portfolio
|
Q4 2024
Added 3.05%
|
|
Washington Capital Management Inc
|
Jan 23, 2025 Q4 2024 |
5,980
shares
|
$661,926
0.52% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
Keystone Financial Services
|
Jan 30, 2025 Q4 2024 |
5,980
shares
|
$661,926
0.25% of portfolio
|
Q4 2024
Added 2.96%
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
5,980
shares
|
$661,926
1.17% of portfolio
|
Q4 2024
New holding
|
|
Rossby Financial, Lcc
Melbourne, FL |
Feb 13, 2025 Q4 2024 |
5,979
shares
|
$661,815
0.4% of portfolio
|
Q4 2024
New holding
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
5,978
shares
|
$661,704
0.26% of portfolio
|
Q4 2024
Added 6.16%
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
5,976
shares
|
$661,483
0.1% of portfolio
|
Q4 2024
Reduced 23.98%
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
5,974
shares
|
$661,262
0.36% of portfolio
|
Q2 2023
Reduced 0.03%
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
5,961
shares
|
$659,823
0.07% of portfolio
|
Q4 2024
Added 1.38%
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
5,958
shares
|
$659,491
0.01% of portfolio
|
Q4 2024
Added 5.9%
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
5,954
shares
|
$659,048
0.23% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
5,950
shares
|
$658,605
0.38% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
5,947
shares
|
$658,273
0.04% of portfolio
|
Q4 2024
Added 49.65%
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Jan 22, 2025 Q4 2024 |
5,932
shares
|
$656,613
0.41% of portfolio
|
Q4 2024
Reduced 4.31%
|