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 |
|---|---|---|---|---|---|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
3,893
shares
|
$434,692
0.05% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jul 09, 2025 Q2 2025 |
3,892
shares
|
$434,580
0.16% of portfolio
|
Q2 2025
Added 20.79%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
3,889
shares
|
$434,245
0.17% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
3,885
shares
|
$433,799
0.09% of portfolio
|
Q2 2025
Added 19.58%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
3,885
shares
|
$433,799
0.3% of portfolio
|
Q1 2025
Added 11.8%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
3,879
shares
|
$433,129
0.28% of portfolio
|
Q2 2024
Added 11.11%
|
|
|
Fenimore Asset Management Inc
|
Apr 14, 2025 Q1 2025 |
3,878
shares
|
$433,017
0.01% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Apr 30, 2025 Q1 2025 |
3,868
shares
|
$431,900
0.39% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
3,858
shares
|
$430,784
0.04% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Granite Bay Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
3,856
shares
|
$430,560
0.13% of portfolio
|
Q2 2025
Added 11.25%
|
|
|
Encompass Wealth Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
3,853
shares
|
$430,225
0.15% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Apr 30, 2025 Q1 2025 |
3,853
shares
|
$430,225
0.66% of portfolio
|
Q1 2025
Reduced 9.13%
|
|
|
Summitry LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
3,846
shares
|
$429,444
0.03% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
May 09, 2025 Q1 2025 |
3,844
shares
|
$429,221
0.24% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
3,843
shares
|
$429,109
0.08% of portfolio
|
Q2 2025
Added 22.58%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
3,840
shares
|
$428,774
0.14% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Wallace Hart LLC
Lexington, KY |
May 14, 2025 Q1 2025 |
3,837
shares
|
$428,439
1.15% of portfolio
|
Q1 2024
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
3,831
shares
|
$427,769
0.06% of portfolio
|
Q2 2025
Added 83.21%
|
|
|
Overbrook Management Corp
New York, NY |
Jul 17, 2025 Q2 2025 |
3,822
shares
|
$426,764
0.08% of portfolio
|
Q1 2025
Reduced 28.21%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
3,819
shares
|
$426,429
0.07% of portfolio
|
Q1 2025
Reduced 23.73%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
3,819
shares
|
$426,429
2.22% of portfolio
|
Q1 2025
Added 10.31%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
3,818
shares
|
$426,317
0.2% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
3,817
shares
|
$426,206
0.15% of portfolio
|
Q1 2025
Reduced 18.93%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
May 08, 2025 Q1 2025 |
3,817
shares
|
$426,206
1.16% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
3,816
shares
|
$426,094
0.09% of portfolio
|
Q1 2025
Added 4.35%
|