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 |
|---|---|---|---|---|---|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
135,918
shares
|
$15.5 Million
0.56% of portfolio
|
Q1 2024
Reduced 22.98%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
135,818
shares
|
$15.5 Million
0.82% of portfolio
|
Q2 2022
Added 11.39%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
135,803
shares
|
$15.5 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
135,042
shares
|
$15.4 Million
2.15% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
134,318
shares
|
$15.3 Million
1.13% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
133,598
shares
|
$15.2 Million
0.5% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
133,522
shares
|
$15.2 Million
1.21% of portfolio
|
Q3 2023
Added 4.02%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
133,479
shares
|
$15.2 Million
0.71% of portfolio
|
Q1 2025
Reduced 25.14%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
133,339
shares
|
$15.2 Million
0.22% of portfolio
|
Q4 2023
Added 0.08%
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
132,381
shares
|
$15.1 Million
0.7% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
F
|
May 14, 2025 Q1 2025 |
131,370
shares
|
$14.9 Million
0.75% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
131,257
shares
|
$14.9 Million
0.28% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
130,832
shares
|
$14.9 Million
0.31% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
130,618
shares
|
$14.9 Million
1.01% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
130,346
shares
|
$14.8 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
130,012
shares
|
$14.8 Million
0.19% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Longbow Finance Sa
Lutry, V8 |
May 06, 2025 Q1 2025 |
130,000
shares
|
$14.8 Million
1.85% of portfolio
|
Q4 2024
Reduced 42.83%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
129,963
shares
|
$14.8 Million
0.41% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Clarity Financial LLC
|
May 14, 2025 Q1 2025 |
129,960
shares
|
$14.8 Million
1.78% of portfolio
|
Q1 2025
Reduced 43.33%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
129,665
shares
|
$14.8 Million
2.87% of portfolio
|
Q1 2025
Reduced 51.93%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
129,378
shares
|
$14.7 Million
0.43% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
129,173
shares
|
$14.7 Million
0.34% of portfolio
|
Q1 2025
Added 808.33%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
129,001
shares
|
$14.7 Million
0.53% of portfolio
|
Q1 2025
Added 1507.29%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
128,722
shares
|
$14.6 Million
0.59% of portfolio
|
Q1 2025
Added 196.01%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
128,407
shares
|
$14.6 Million
1.45% of portfolio
|
Q1 2025
Reduced 18.14%
|