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 4,757 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 $297 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
4,931
shares
|
$550,595
0.3% of portfolio
|
Q1 2025
Added 8.66%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
4,919
shares
|
$549,255
0.46% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Jul 16, 2025 Q2 2025 |
4,913
shares
|
$548,585
0.52% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
4,905
shares
|
$547,692
0.13% of portfolio
|
Q1 2025
Reduced 7.16%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
4,902
shares
|
$547,357
0.44% of portfolio
|
Q4 2023
Added 1.03%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
May 12, 2025 Q1 2025 |
4,891
shares
|
$546,129
0.21% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
4,889
shares
|
$545,905
0.76% of portfolio
|
Q2 2025
Added 19.1%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
4,887
shares
|
$545,682
0.28% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
4,879
shares
|
$544,789
0.39% of portfolio
|
Q4 2024
Reduced 61.52%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Jul 16, 2025 Q2 2025 |
4,876
shares
|
$544,454
0.47% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
4,868
shares
|
$543,560
0.04% of portfolio
|
Q2 2025
Reduced 12.23%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
4,867
shares
|
$543,449
0.01% of portfolio
|
Q1 2025
Reduced 81.23%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
4,865
shares
|
$543,225
0.13% of portfolio
|
Q1 2025
Added 19.95%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
4,855
shares
|
$542,109
0.03% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
May 13, 2025 Q1 2025 |
4,853
shares
|
$541,885
0.2% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
4,851
shares
|
$541,662
0.3% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Accuvest Global Advisors
Provo, UT |
May 09, 2025 Q1 2025 |
4,826
shares
|
$538,871
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Trillium Asset Management, LLC
Boston, MA |
May 12, 2025 Q1 2025 |
4,824
shares
|
$538,647
0.02% of portfolio
|
Q1 2025
Reduced 15.04%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Jul 16, 2025 Q2 2025 |
4,821
shares
|
$538,312
0.43% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
4,816
shares
|
$537,754
0.32% of portfolio
|
Q1 2025
Reduced 16.0%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
May 14, 2025 Q1 2025 |
4,812
shares
|
$537,307
0.16% of portfolio
|
Q4 2024
Reduced 25.48%
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
4,803
shares
|
$536,302
0.15% of portfolio
|
Q2 2025
Reduced 11.02%
|
|
|
Scp Investment, LP
|
May 08, 2025 Q1 2025 |
4,800
shares
|
$535,968
0.45% of portfolio
|
Q1 2025
Reduced 45.45%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
May 14, 2025 Q1 2025 |
4,786
shares
|
$534,404
0.22% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Cairn Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
4,784
shares
|
$534,181
0.27% of portfolio
|
Q2 2025
Reduced 53.4%
|