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 |
|---|---|---|---|---|---|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
5,064
shares
|
$560,534
0.07% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jan 14, 2025 Q4 2024 |
5,064
shares
|
$560,534
0.2% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Feb 14, 2025 Q4 2024 |
5,053
shares
|
$559,316
0.24% of portfolio
|
Q4 2024
Added 112.67%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Feb 06, 2025 Q4 2024 |
5,048
shares
|
$558,763
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
5,033
shares
|
$557,102
0.08% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
5,026
shares
|
$556,327
0.05% of portfolio
|
Q4 2024
Reduced 15.22%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
5,020
shares
|
$555,663
0.35% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
5,007
shares
|
$554,224
0.08% of portfolio
|
Q4 2024
Added 8.68%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
5,006
shares
|
$554,114
0.68% of portfolio
|
Q2 2024
Added 0.52%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
5,002
shares
|
$553,671
0.13% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
5,000
shares
|
$553,450
0.32% of portfolio
|
Q2 2024
Reduced 28.57%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
4,997
shares
|
$553,117
0.03% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
4,993
shares
|
$552,675
0.15% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
4,978
shares
|
$551,014
0.07% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Feb 13, 2025 Q4 2024 |
4,975
shares
|
$550,682
0.38% of portfolio
|
Q4 2022
Added 25.16%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
4,974
shares
|
$550,572
0.01% of portfolio
|
Q4 2024
Added 11.05%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
4,972
shares
|
$550,350
0.23% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
4,972
shares
|
$550,350
0.21% of portfolio
|
Q4 2024
Added 10.42%
|
|
|
Guerra Advisors Inc
Miami, FL |
Feb 14, 2025 Q4 2024 |
4,972
shares
|
$550,350
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Wilson & Boucher Capital Management, LLC
|
Feb 18, 2025 Q4 2024 |
4,970
shares
|
$550,129
0.38% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
4,951
shares
|
$548,026
0.13% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
4,949
shares
|
$547,804
0.26% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Iam Advisory, LLC
|
Jan 15, 2025 Q4 2024 |
4,942
shares
|
$547,029
0.14% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
4,936
shares
|
$546,365
0.29% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
Jan 16, 2025 Q4 2024 |
4,933
shares
|
$546,033
0.28% of portfolio
|
Q4 2024
Reduced 9.82%
|