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 4,744 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 $274 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
4,259
shares
|
$438,804
0.37% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Defined Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
4,252
shares
|
$438,083
0.35% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Private Capital Management, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
4,237
shares
|
$436,538
0.07% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
4,236
shares
|
$436,435
0.15% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
4,235
shares
|
$436,332
0.42% of portfolio
|
Q4 2023
Reduced 8.23%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
May 12, 2025 Q1 2025 |
4,231
shares
|
$435,919
0.41% of portfolio
|
Q1 2025
Added 47.01%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
4,229
shares
|
$435,713
0.17% of portfolio
|
Q1 2025
Reduced 7.8%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
4,228
shares
|
$435,610
0.16% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
4,228
shares
|
$435,610
0.47% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
May 01, 2025 Q1 2025 |
4,220
shares
|
$434,786
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
4,213
shares
|
$434,065
0.25% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Brown Financial Advisors
Milford, OH |
May 12, 2025 Q1 2025 |
4,212
shares
|
$433,962
0.21% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Apr 25, 2025 Q1 2025 |
4,211
shares
|
$433,859
0.37% of portfolio
|
Q1 2025
Added 7.26%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
May 21, 2025 Q1 2025 |
4,189
shares
|
$431,592
0.3% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Apr 09, 2025 Q1 2025 |
4,185
shares
|
$431,180
0.18% of portfolio
|
Q1 2025
Added 5.52%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
4,183
shares
|
$430,974
0.2% of portfolio
|
Q1 2025
Added 6.36%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
4,175
shares
|
$430,150
0.14% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
4,175
shares
|
$430,150
0.27% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
May 08, 2025 Q1 2025 |
4,166
shares
|
$429,222
0.39% of portfolio
|
Q1 2025
Added 17.42%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
May 15, 2025 Q1 2025 |
4,155
shares
|
$428,089
0.19% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
4,149
shares
|
$427,471
0.02% of portfolio
|
Q1 2025
Reduced 9.65%
|
|
|
Satovsky Asset Management LLC
|
May 01, 2025 Q1 2025 |
4,133
shares
|
$425,822
0.11% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
4,129
shares
|
$425,410
0.14% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2025 Q1 2025 |
4,128
shares
|
$425,307
0.08% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Legacy Financial Group LLC
|
Apr 09, 2025 Q1 2025 |
4,126
shares
|
$425,101
0.09% of portfolio
|
Q1 2025
Added 9.82%
|