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 4,639 institutions that hold shares in the stock, with a total of 2.68 Billion shares, which have been reported (via 13F filing form) to have a value of $296 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
1,872
shares
|
$207,211
0.35% of portfolio
|
Q4 2022
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
1,868
shares
|
$206,768
0.11% of portfolio
|
Q2 2022
Reduced 13.44%
|
|
|
B Long Financial, LLC
Memphis, TN |
Jan 30, 2025 Q4 2024 |
1,867
shares
|
$206,658
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
1,848
shares
|
$204,555
0.03% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
1,842
shares
|
$203,890
0.06% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
1,796
shares
|
$198,799
0.07% of portfolio
|
Q1 2024
Reduced 81.28%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
1,790
shares
|
$198,135
0.07% of portfolio
|
Q4 2024
Reduced 14.27%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,785
shares
|
$197,581
0.07% of portfolio
|
Q3 2023
Reduced 8.88%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Feb 10, 2025 Q4 2024 |
1,781
shares
|
$197,138
0.09% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
1,773
shares
|
$196,253
0.13% of portfolio
|
Q4 2024
Added 13.22%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
1,760
shares
|
$194,814
0.05% of portfolio
|
Q2 2024
Reduced 22.33%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
1,730
shares
|
$191,493
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Omnia Family Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
1,724
shares
|
$190,829
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
1,724
shares
|
$190,829
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
1,712
shares
|
$189,501
0.46% of portfolio
|
Q3 2023
Reduced 36.87%
|
|
|
Union Investments & Development Ltd.
|
Nov 12, 2024 Q3 2024 |
1,700
shares
|
$188,173
1.15% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
1,694
shares
|
$187,508
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
1,664
shares
|
$184,188
0.35% of portfolio
|
Q4 2024
Added 10.05%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Feb 12, 2025 Q4 2024 |
1,642
shares
|
$181,752
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
1,636
shares
|
$181,088
0.08% of portfolio
|
Q4 2024
Added 19.42%
|
|
|
Brown Shipley& CO LTD
London, X0 |
Feb 18, 2025 Q4 2024 |
1,611
shares
|
$178,321
0.09% of portfolio
|
Q4 2024
Added 11.41%
|
|
|
New Vernon Investment Management LLC
Highland Park, IL |
Feb 14, 2025 Q4 2024 |
1,600
shares
|
$177,104
0.1% of portfolio
|
Q4 2024
Reduced 91.94%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
1,597
shares
|
$176,771
0.07% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Feb 10, 2025 Q4 2024 |
1,570
shares
|
$173,783
0.07% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
1,556
shares
|
$172,233
0.07% of portfolio
|
Q4 2024
Reduced 47.54%
|