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 |
|---|---|---|---|---|---|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
3,964
shares
|
$438,775
0.18% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
3,962
shares
|
$438,553
0.04% of portfolio
|
Q4 2024
Reduced 7.6%
|
|
|
Melia Wealth LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
3,961
shares
|
$438,443
0.22% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jan 29, 2025 Q4 2024 |
3,961
shares
|
$438,443
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Hurlow Wealth Management Group, Inc.
|
Feb 12, 2025 Q4 2024 |
3,959
shares
|
$438,221
0.13% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
3,940
shares
|
$436,118
0.07% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
3,937
shares
|
$435,786
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
3,934
shares
|
$435,454
0.07% of portfolio
|
Q4 2024
Reduced 25.65%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Feb 13, 2025 Q4 2024 |
3,933
shares
|
$435,343
0.16% of portfolio
|
Q4 2024
Reduced 15.64%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
3,926
shares
|
$434,568
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Jan 27, 2025 Q4 2024 |
3,923
shares
|
$434,236
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
3,921
shares
|
$434,015
0.14% of portfolio
|
Q4 2024
Reduced 10.27%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jan 21, 2025 Q4 2024 |
3,918
shares
|
$433,683
0.08% of portfolio
|
Q2 2024
Added 10.49%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
3,917
shares
|
$433,572
0.09% of portfolio
|
Q4 2024
Reduced 9.62%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Feb 11, 2025 Q4 2024 |
3,913
shares
|
$433,129
0.24% of portfolio
|
Q2 2023
Reduced 0.84%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
3,911
shares
|
$432,908
0.21% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
3,906
shares
|
$432,355
0.04% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Lockerman Financial Group, Inc.
|
Jan 16, 2025 Q4 2024 |
3,902
shares
|
$431,912
0.75% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Moneywise, Inc.
|
Jan 27, 2025 Q4 2024 |
3,898
shares
|
$431,469
0.22% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
3,885
shares
|
$430,030
0.15% of portfolio
|
Q4 2024
Added 119.49%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
3,879
shares
|
$429,366
0.28% of portfolio
|
Q2 2024
Added 11.11%
|
|
|
Fenimore Asset Management Inc
|
Jan 21, 2025 Q4 2024 |
3,878
shares
|
$429,255
0.01% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
3,873
shares
|
$428,702
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Feb 14, 2025 Q4 2024 |
3,865
shares
|
$427,816
0.29% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Feb 07, 2025 Q4 2024 |
3,844
shares
|
$425,492
0.22% of portfolio
|
Q4 2024
Reduced 0.54%
|