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 4,749 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 $289 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
420
shares
|
$45,847
0.03% of portfolio
|
Q2 2023
Reduced 9.87%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
415
shares
|
$45,301
0.02% of portfolio
|
Q1 2025
Added 98.56%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
409
shares
|
$44,646
0.02% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
408
shares
|
$44,537
0.03% of portfolio
|
Q2 2024
Added 27.5%
|
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
408
shares
|
$44,537
0.04% of portfolio
|
Q4 2024
Reduced 42.37%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
403
shares
|
$43,991
0.02% of portfolio
|
Q1 2025
Reduced 41.76%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
386
shares
|
$42,135
0.01% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
385
shares
|
$42,026
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
371
shares
|
$40,498
0.02% of portfolio
|
Q1 2025
Added 15.22%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
359
shares
|
$39,188
0.01% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
340
shares
|
$37,114
0.03% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
339
shares
|
$37,005
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
319
shares
|
$34,822
0.0% of portfolio
|
Q1 2025
Reduced 45.0%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
305
shares
|
$33,293
0.05% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
303
shares
|
$33,075
0.02% of portfolio
|
Q1 2025
Reduced 82.11%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
298
shares
|
$32,529
0.0% of portfolio
|
Q1 2025
Added 396.67%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
294
shares
|
$32,093
0.04% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 22, 2025 Q1 2025 |
280
shares
|
$30,564
0.04% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
278
shares
|
$30,346
0.02% of portfolio
|
Q3 2024
Reduced 89.22%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
270
shares
|
$29,473
0.0% of portfolio
|
Q1 2024
Reduced 22.86%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
262
shares
|
$28,599
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
247
shares
|
$26,962
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
236
shares
|
$25,761
0.01% of portfolio
|
Q4 2022
Reduced 37.4%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
235
shares
|
$25,652
0.07% of portfolio
|
Q2 2022
Reduced 97.77%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
228
shares
|
$24,888
0.03% of portfolio
|
Q4 2024
New holding
|