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 4,758 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 $303 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
2,706
shares
|
$307,942
0.33% of portfolio
|
Q1 2025
Added 7.59%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Apr 17, 2025 Q1 2025 |
2,705
shares
|
$307,829
0.06% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
2,702
shares
|
$307,487
0.2% of portfolio
|
Q2 2023
Reduced 32.5%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
May 14, 2025 Q1 2025 |
2,702
shares
|
$307,487
0.13% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
2,700
shares
|
$307,260
0.08% of portfolio
|
Q2 2025
Added 22.95%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
2,693
shares
|
$306,463
0.17% of portfolio
|
Q2 2025
Added 16.78%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
May 06, 2025 Q1 2025 |
2,691
shares
|
$306,235
0.1% of portfolio
|
Q4 2024
Reduced 35.17%
|
|
|
Moller Financial Services
|
Jul 10, 2025 Q2 2025 |
2,689
shares
|
$306,008
0.06% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Apr 23, 2025 Q1 2025 |
2,686
shares
|
$305,666
0.1% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
2,684
shares
|
$305,439
0.16% of portfolio
|
Q1 2025
Added 20.96%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
2,676
shares
|
$304,528
0.11% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,675
shares
|
$304,415
0.1% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
2,671
shares
|
$303,959
0.12% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
2,664
shares
|
$303,163
0.19% of portfolio
|
Q1 2025
Added 6.73%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
2,664
shares
|
$303,163
0.13% of portfolio
|
Q4 2024
Reduced 31.9%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
2,657
shares
|
$302,366
0.26% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
2,651
shares
|
$301,683
0.1% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
2,648
shares
|
$301,342
0.05% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
May 12, 2025 Q1 2025 |
2,642
shares
|
$300,659
0.19% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
May 12, 2025 Q1 2025 |
2,640
shares
|
$300,432
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
2,638
shares
|
$300,204
0.07% of portfolio
|
Q2 2025
Reduced 26.4%
|
|
|
D. Scott Neal, Inc.
|
Jul 08, 2025 Q2 2025 |
2,634
shares
|
$299,749
0.14% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
May 06, 2025 Q1 2025 |
2,629
shares
|
$299,180
0.11% of portfolio
|
Q1 2025
Added 12.69%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
2,618
shares
|
$297,928
0.18% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Insight 2811, Inc.
Chicago, IL |
May 12, 2025 Q1 2025 |
2,612
shares
|
$297,245
0.16% of portfolio
|
Q1 2025
Reduced 3.62%
|