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 |
|---|---|---|---|---|---|
|
Midwest Heritage Bank, Fsb
|
Feb 06, 2025 Q4 2024 |
4,053
shares
|
$448,626
0.21% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Feb 10, 2025 Q4 2024 |
4,042
shares
|
$447,408
0.3% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
4,031
shares
|
$446,191
0.09% of portfolio
|
Q4 2024
Reduced 14.74%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Jan 29, 2025 Q4 2024 |
4,015
shares
|
$444,420
0.55% of portfolio
|
Q4 2023
Reduced 0.62%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 10, 2025 Q4 2024 |
4,012
shares
|
$444,088
0.3% of portfolio
|
Q4 2024
Reduced 7.6%
|
|
|
Towercrest Capital Management
Newtown, PA |
Feb 11, 2025 Q4 2024 |
4,008
shares
|
$443,645
0.07% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
4,007
shares
|
$443,534
0.08% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Feb 12, 2025 Q4 2024 |
4,007
shares
|
$443,534
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
4,006
shares
|
$443,424
0.03% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
4,003
shares
|
$443,092
0.14% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
4,002
shares
|
$442,981
0.21% of portfolio
|
Q4 2024
Added 40.22%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
4,002
shares
|
$442,981
0.35% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,993
shares
|
$441,985
0.04% of portfolio
|
Q2 2024
Added 6.51%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
3,991
shares
|
$441,763
0.08% of portfolio
|
Q3 2022
Reduced 1.16%
|
|
|
Advocacy Wealth Management Services, LLC
|
Feb 14, 2025 Q4 2024 |
3,989
shares
|
$441,542
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
3,985
shares
|
$441,099
0.2% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Feb 05, 2025 Q4 2024 |
3,982
shares
|
$440,767
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
3,978
shares
|
$440,324
0.32% of portfolio
|
Q2 2024
Reduced 3.4%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Jan 23, 2025 Q4 2024 |
3,978
shares
|
$440,324
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
3,976
shares
|
$440,103
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Feb 11, 2025 Q4 2024 |
3,973
shares
|
$439,771
0.31% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Jan 31, 2025 Q4 2024 |
3,972
shares
|
$439,660
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
Jan 30, 2025 Q4 2024 |
3,972
shares
|
$439,660
0.37% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
3,966
shares
|
$438,996
0.19% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Feb 11, 2025 Q4 2024 |
3,966
shares
|
$438,996
0.22% of portfolio
|
Q4 2024
Reduced 41.89%
|