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 |
|---|---|---|---|---|---|
|
Summitry LLC
Foster City, CA |
Feb 11, 2025 Q4 2024 |
3,751
shares
|
$415,198
0.02% of portfolio
|
Q4 2024
Reduced 18.7%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Jan 21, 2025 Q4 2024 |
3,743
shares
|
$414,312
0.24% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jan 06, 2025 Q4 2024 |
3,742
shares
|
$414,201
0.14% of portfolio
|
Q2 2024
Added 27.19%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
3,737
shares
|
$413,648
0.09% of portfolio
|
Q2 2023
Reduced 4.52%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
3,737
shares
|
$413,648
0.04% of portfolio
|
Q4 2024
Reduced 8.88%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
3,737
shares
|
$413,648
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Forefront Wealth Management Inc.
|
Feb 11, 2025 Q4 2024 |
3,730
shares
|
$412,873
0.41% of portfolio
|
Q4 2024
Reduced 21.62%
|
|
|
Axecap Investments, LLC
Mason, OH |
Jan 29, 2025 Q4 2024 |
3,730
shares
|
$412,873
0.3% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Feb 07, 2025 Q4 2024 |
3,727
shares
|
$412,541
0.07% of portfolio
|
Q4 2024
Added 37.48%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
3,722
shares
|
$411,988
0.22% of portfolio
|
Q3 2023
Added 25.15%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
3,719
shares
|
$411,656
0.15% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
3,715
shares
|
$411,213
0.31% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jan 21, 2025 Q4 2024 |
3,711
shares
|
$410,770
0.41% of portfolio
|
Q4 2024
Reduced 6.31%
|
|
|
Asset Advisors Investment Management, LLC
|
Feb 04, 2025 Q4 2024 |
3,700
shares
|
$409,553
0.04% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
3,699
shares
|
$409,442
0.05% of portfolio
|
Q4 2024
Added 24.04%
|
|
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
Jan 27, 2025 Q4 2024 |
3,695
shares
|
$408,999
0.09% of portfolio
|
Q4 2024
Reduced 51.54%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
3,688
shares
|
$408,224
0.1% of portfolio
|
Q1 2023
Added 8.63%
|
|
|
Olio Financial Planning
|
Jan 21, 2025 Q4 2024 |
3,681
shares
|
$407,449
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Feb 07, 2025 Q4 2024 |
3,672
shares
|
$406,453
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,670
shares
|
$406,232
0.12% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
3,668
shares
|
$406,010
0.07% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Goldstream Capital Management LTD
|
Feb 14, 2025 Q4 2024 |
3,662
shares
|
$405,346
0.11% of portfolio
|
Q4 2024
Reduced 53.77%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
3,662
shares
|
$405,346
0.16% of portfolio
|
Q1 2024
Added 5.78%
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,660
shares
|
$405,125
0.15% of portfolio
|
Q4 2024
Reduced 13.06%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
3,659
shares
|
$405,014
0.06% of portfolio
|
Q4 2024
Added 13.88%
|