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 |
|---|---|---|---|---|---|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
May 09, 2025 Q1 2025 |
615
shares
|
$69,987
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
610
shares
|
$69,418
0.03% of portfolio
|
Q2 2022
Reduced 55.41%
|
|
|
Campbell Capital Management Inc
|
May 09, 2025 Q1 2025 |
606
shares
|
$68,962
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Apr 23, 2025 Q1 2025 |
600
shares
|
$68,280
0.04% of portfolio
|
Q1 2022
Reduced 10.71%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
600
shares
|
$68,280
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
582
shares
|
$66,231
0.09% of portfolio
|
Q2 2022
Added 0.17%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
564
shares
|
$64,183
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
559
shares
|
$63,614
0.03% of portfolio
|
Q1 2025
Added 24.5%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
547
shares
|
$62,248
0.03% of portfolio
|
Q1 2022
Added 14.44%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
509
shares
|
$57,924
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
508
shares
|
$57,810
0.04% of portfolio
|
Q3 2023
Reduced 32.09%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
504
shares
|
$57,355
0.05% of portfolio
|
Q3 2023
Reduced 26.96%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
500
shares
|
$56,900
0.03% of portfolio
|
Q2 2020
Added 25.0%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
478
shares
|
$54,396
0.04% of portfolio
|
Q1 2025
Reduced 56.51%
|
|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
Jul 10, 2025 Q2 2025 |
475
shares
|
$54,055
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
474
shares
|
$53,941
0.01% of portfolio
|
Q1 2025
Reduced 52.51%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
470
shares
|
$53,486
0.01% of portfolio
|
Q1 2025
Added 2138.1%
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
May 15, 2025 Q1 2025 |
453
shares
|
$51,551
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
448
shares
|
$50,982
0.03% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
443
shares
|
$50,413
0.03% of portfolio
|
Q1 2025
Added 29.15%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
442
shares
|
$50,299
0.02% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
440
shares
|
$50,072
0.01% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
440
shares
|
$50,072
0.05% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
438
shares
|
$49,844
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
438
shares
|
$49,844
0.03% of portfolio
|
Q1 2025
Added 0.23%
|