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 4,754 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 $288 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Portland Financial Advisors Inc
Port Washington, NY |
May 08, 2025 Q1 2025 |
3,817
shares
|
$414,297
1.16% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
3,816
shares
|
$414,188
0.09% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
3,813
shares
|
$413,863
0.09% of portfolio
|
Q2 2025
Added 12.64%
|
|
|
Bishop & CO Investment Management, LLC
|
May 07, 2025 Q1 2025 |
3,812
shares
|
$413,754
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
3,804
shares
|
$412,886
0.06% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
3,804
shares
|
$412,886
0.18% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Touchstone Capital, Inc.
|
Oct 15, 2024 Q3 2024 |
3,799
shares
|
$412,343
0.68% of portfolio
|
Q1 2024
Reduced 3.8%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
3,797
shares
|
$412,126
0.0% of portfolio
|
Q1 2025
Added 11.61%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
3,796
shares
|
$412,017
0.12% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
3,795
shares
|
$411,909
0.31% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
3,792
shares
|
$411,583
0.37% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
One Plus One Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
3,784
shares
|
$410,715
0.31% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
3,781
shares
|
$410,389
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
|
$410,389
0.19% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Cherrydale Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
3,772
shares
|
$409,412
0.14% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
May 14, 2025 Q1 2025 |
3,772
shares
|
$409,412
0.46% of portfolio
|
Q1 2025
Reduced 9.39%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
3,770
shares
|
$409,195
0.12% of portfolio
|
Q1 2025
Reduced 31.12%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jul 21, 2025 Q2 2025 |
3,767
shares
|
$408,870
0.12% of portfolio
|
Q1 2025
Reduced 13.76%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
3,764
shares
|
$408,544
0.14% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
3,760
shares
|
$408,110
0.1% of portfolio
|
Q2 2025
Added 17.32%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
3,756
shares
|
$407,676
0.06% of portfolio
|
Q1 2025
Reduced 10.51%
|
|
|
Sageworth Trust CO Of South Dakota
|
Jul 21, 2025 Q2 2025 |
3,754
shares
|
$407,459
0.47% of portfolio
|
Q1 2025
Added 15.37%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jul 22, 2025 Q2 2025 |
3,748
shares
|
$406,807
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
3,744
shares
|
$406,373
0.17% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
3,742
shares
|
$406,156
0.12% of portfolio
|
Q2 2024
Added 27.19%
|