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 |
|---|---|---|---|---|---|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
3,215
shares
|
$366,252
0.13% of portfolio
|
Q2 2025
Reduced 29.25%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
3,205
shares
|
$365,113
0.11% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
3,205
shares
|
$365,113
0.09% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
3,200
shares
|
$364,544
0.1% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Omnia Family Wealth, LLC
|
Apr 23, 2025 Q1 2025 |
3,195
shares
|
$363,974
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Zevin Asset Management LLC
|
May 06, 2025 Q1 2025 |
3,189
shares
|
$363,290
0.06% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
3,183
shares
|
$362,607
0.1% of portfolio
|
Q1 2022
New holding
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
3,183
shares
|
$362,607
0.17% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Apr 28, 2025 Q1 2025 |
3,182
shares
|
$362,493
0.46% of portfolio
|
Q4 2024
Reduced 15.89%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
3,181
shares
|
$362,379
0.5% of portfolio
|
Q2 2022
Added 8.57%
|
|
|
Nova R Wealth, Inc.
|
Apr 23, 2025 Q1 2025 |
3,179
shares
|
$362,151
0.2% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jul 14, 2025 Q2 2025 |
3,179
shares
|
$362,151
0.28% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
3,175
shares
|
$361,696
0.14% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
3,173
shares
|
$361,468
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Bck Partners, Inc.
|
Apr 25, 2025 Q1 2025 |
3,155
shares
|
$359,417
0.23% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Liberty Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
3,146
shares
|
$358,392
0.08% of portfolio
|
Q1 2025
Added 23.57%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,146
shares
|
$358,392
0.15% of portfolio
|
Q1 2025
Added 27.32%
|
|
|
Sws Partners
|
May 27, 2025 Q1 2025 |
3,142
shares
|
$357,936
0.13% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Gen Wealth Group, Inc.
|
Apr 10, 2025 Q1 2025 |
3,135
shares
|
$357,139
0.08% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Copeland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
3,125
shares
|
$356,000
0.01% of portfolio
|
Q2 2024
Reduced 16.11%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Jul 10, 2025 Q2 2025 |
3,124
shares
|
$355,886
0.23% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
3,117
shares
|
$355,088
0.12% of portfolio
|
Q2 2025
Reduced 53.62%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Apr 15, 2025 Q1 2025 |
3,117
shares
|
$355,088
0.28% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Apr 28, 2025 Q1 2025 |
3,111
shares
|
$354,405
0.11% of portfolio
|
Q1 2025
Added 17.0%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
3,105
shares
|
$353,721
0.15% of portfolio
|
Q1 2025
Reduced 10.23%
|