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 |
|---|---|---|---|---|---|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jul 15, 2025 Q2 2025 |
4,072
shares
|
$454,679
0.08% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
May 12, 2025 Q1 2025 |
4,061
shares
|
$453,451
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
4,060
shares
|
$453,339
0.18% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
May 07, 2025 Q1 2025 |
4,055
shares
|
$452,781
0.29% of portfolio
|
Q1 2025
Added 16.49%
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
4,051
shares
|
$452,334
0.2% of portfolio
|
Q2 2025
Added 11.97%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
May 02, 2025 Q1 2025 |
4,049
shares
|
$452,111
0.35% of portfolio
|
Q1 2025
Added 21.96%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
4,043
shares
|
$451,441
0.14% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
4,039
shares
|
$450,994
0.05% of portfolio
|
Q2 2025
Reduced 11.97%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
4,037
shares
|
$450,771
0.05% of portfolio
|
Q2 2025
Reduced 23.96%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
4,035
shares
|
$450,548
0.08% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Apr 25, 2025 Q1 2025 |
4,035
shares
|
$450,548
0.41% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
4,031
shares
|
$450,101
0.34% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
4,030
shares
|
$449,989
0.09% of portfolio
|
Q1 2025
Added 6.33%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
4,026
shares
|
$449,543
0.11% of portfolio
|
Q2 2025
Reduced 15.97%
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
4,026
shares
|
$449,543
0.16% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Jun 27, 2025 Q1 2025 |
4,026
shares
|
$449,543
0.33% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
4,024
shares
|
$449,319
0.3% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
4,017
shares
|
$448,538
0.09% of portfolio
|
Q1 2025
Reduced 21.34%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
May 05, 2025 Q1 2025 |
4,015
shares
|
$448,314
0.59% of portfolio
|
Q4 2023
Reduced 0.62%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Apr 11, 2025 Q1 2025 |
4,015
shares
|
$448,314
0.48% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Apr 16, 2025 Q1 2025 |
4,011
shares
|
$447,868
0.7% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
4,009
shares
|
$447,644
0.26% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
4,007
shares
|
$447,421
0.1% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
American Alpha Advisors, LLC
New York, NY |
May 12, 2025 Q1 2025 |
4,003
shares
|
$446,974
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
4,002
shares
|
$446,863
0.35% of portfolio
|
Q1 2024
Reduced 0.37%
|