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 4,760 institutions that hold shares in the stock, with a total of 2.65 Billion shares, which have been reported (via 13F filing form) to have a value of $302 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
3,804
shares
|
$433,351
0.06% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
3,804
shares
|
$433,351
0.18% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Apr 09, 2025 Q1 2025 |
3,800
shares
|
$432,896
0.06% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Touchstone Capital, Inc.
|
Oct 15, 2024 Q3 2024 |
3,799
shares
|
$432,782
0.68% of portfolio
|
Q1 2024
Reduced 3.8%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
3,797
shares
|
$432,554
0.0% of portfolio
|
Q1 2025
Added 11.61%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
3,795
shares
|
$432,326
0.31% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
3,792
shares
|
$431,984
0.37% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Paragon Capital Management LTD
|
Apr 16, 2025 Q1 2025 |
3,782
shares
|
$430,845
0.1% of portfolio
|
Q1 2025
Added 91.2%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
3,781
shares
|
$430,731
0.33% of portfolio
|
Q2 2023
Added 4.51%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
3,781
shares
|
$430,731
0.19% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Cherrydale Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
3,772
shares
|
$429,706
0.14% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
May 14, 2025 Q1 2025 |
3,772
shares
|
$429,706
0.46% of portfolio
|
Q1 2025
Reduced 9.39%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
3,770
shares
|
$429,478
0.12% of portfolio
|
Q1 2025
Reduced 31.12%
|
|
|
Cardinal Strategic Wealth Guidance
|
May 01, 2025 Q1 2025 |
3,767
shares
|
$429,136
0.14% of portfolio
|
Q1 2025
Reduced 13.76%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
3,764
shares
|
$428,794
0.14% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
3,756
shares
|
$427,883
0.06% of portfolio
|
Q1 2025
Reduced 10.51%
|
|
|
Sageworth Trust CO Of South Dakota
|
Apr 28, 2025 Q1 2025 |
3,754
shares
|
$427,655
0.57% of portfolio
|
Q1 2025
Added 15.37%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
3,744
shares
|
$426,516
0.17% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
3,742
shares
|
$426,288
0.12% of portfolio
|
Q2 2024
Added 27.19%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Jul 15, 2025 Q2 2025 |
3,740
shares
|
$426,060
0.2% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
3,737
shares
|
$425,719
0.09% of portfolio
|
Q2 2023
Reduced 4.52%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
May 12, 2025 Q1 2025 |
3,737
shares
|
$425,719
0.16% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Forefront Wealth Management Inc.
|
Apr 17, 2025 Q1 2025 |
3,732
shares
|
$425,149
0.46% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Annandale Capital, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
3,725
shares
|
$424,352
0.03% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
3,722
shares
|
$424,010
0.22% of portfolio
|
Q3 2023
Added 25.15%
|