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 |
|---|---|---|---|---|---|
|
Lakewood Asset Management LLC
Naperville, IL |
Apr 23, 2025 Q1 2025 |
2,356
shares
|
$268,112
0.19% of portfolio
|
Q1 2025
Reduced 67.79%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
2,355
shares
|
$267,999
0.15% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
2,346
shares
|
$266,974
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Lipe & Dalton
|
May 05, 2025 Q1 2025 |
2,343
shares
|
$266,633
0.16% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Haven Private, LLC
Orlando, FL |
May 09, 2025 Q1 2025 |
2,341
shares
|
$266,405
0.16% of portfolio
|
Q1 2025
Added 16.18%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
2,340
shares
|
$266,292
0.05% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Crestmont Private Wealth LLC
|
Apr 10, 2025 Q1 2025 |
2,336
shares
|
$265,836
0.12% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
2,333
shares
|
$265,495
0.09% of portfolio
|
Q1 2025
Added 9.53%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
2,325
shares
|
$264,585
0.16% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
2,323
shares
|
$264,357
0.23% of portfolio
|
Q1 2025
Reduced 42.53%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
May 14, 2025 Q1 2025 |
2,322
shares
|
$264,243
0.07% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Laffer Tengler Investments
Nashville, TN |
May 14, 2025 Q1 2025 |
2,318
shares
|
$263,788
0.06% of portfolio
|
Q1 2025
Reduced 22.11%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
2,314
shares
|
$263,333
0.17% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Apr 22, 2025 Q1 2025 |
2,311
shares
|
$262,991
0.25% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
2,306
shares
|
$262,422
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
2,303
shares
|
$262,081
0.17% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
2,301
shares
|
$261,853
0.18% of portfolio
|
Q4 2024
Reduced 8.94%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
2,296
shares
|
$261,284
0.05% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
2,294
shares
|
$261,057
0.04% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Apr 21, 2025 Q1 2025 |
2,294
shares
|
$261,057
0.1% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
2,290
shares
|
$260,602
0.07% of portfolio
|
Q4 2023
Added 0.57%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
2,290
shares
|
$260,602
0.09% of portfolio
|
Q2 2025
Reduced 18.91%
|
|
|
West Chester Capital Advisors, Inc
|
May 14, 2025 Q1 2025 |
2,289
shares
|
$260,488
0.16% of portfolio
|
Q1 2025
Reduced 26.59%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
2,284
shares
|
$259,919
0.22% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Everest Management Corp.
Cupertino, CA |
Apr 14, 2025 Q1 2025 |
2,282
shares
|
$259,691
0.25% of portfolio
|
Q1 2025
New holding
|