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 4,744 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 $288 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
63,684
shares
|
$6.91 Million
0.95% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
63,638
shares
|
$6.91 Million
0.91% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Kercheville Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
63,586
shares
|
$6.9 Million
3.09% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
63,482
shares
|
$6.89 Million
0.56% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
63,457
shares
|
$6.89 Million
1.39% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Apr 24, 2025 Q1 2025 |
62,870
shares
|
$6.83 Million
2.27% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 14, 2025 Q4 2024 |
62,683
shares
|
$6.81 Million
1.97% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
62,645
shares
|
$6.8 Million
0.37% of portfolio
|
Q1 2025
Added 6.84%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
62,614
shares
|
$6.8 Million
0.64% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
62,532
shares
|
$6.79 Million
0.62% of portfolio
|
Q1 2025
Reduced 10.12%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Apr 23, 2025 Q1 2025 |
62,530
shares
|
$6.79 Million
1.24% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
62,385
shares
|
$6.77 Million
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Wells Trecaso Financial Group, LLC
|
Apr 18, 2025 Q1 2025 |
62,327
shares
|
$6.77 Million
2.47% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
62,317
shares
|
$6.77 Million
0.42% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
62,312
shares
|
$6.77 Million
1.42% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
62,308
shares
|
$6.77 Million
0.21% of portfolio
|
Q1 2025
Reduced 9.0%
|
|
|
Kiltearn Partners LLP
Edinburgh, X0 |
May 14, 2025 Q1 2025 |
62,283
shares
|
$6.76 Million
1.43% of portfolio
|
Q1 2025
Reduced 14.31%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Apr 10, 2025 Q1 2025 |
62,230
shares
|
$6.76 Million
4.07% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
62,151
shares
|
$6.75 Million
0.65% of portfolio
|
Q1 2025
Reduced 34.1%
|
|
|
Gifford Fong Associates
Lafayette, CA |
May 12, 2025 Q1 2025 |
62,066
shares
|
$6.74 Million
1.84% of portfolio
|
Q2 2024
Added 110.12%
|
|
|
Eight 31 Financial LLC
Midland, TX |
May 15, 2025 Q1 2025 |
62,010
shares
|
$6.73 Million
4.72% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
61,987
shares
|
$6.73 Million
0.21% of portfolio
|
Q4 2024
Added 20.01%
|
|
|
Independent Investors Inc
|
May 01, 2025 Q1 2025 |
61,953
shares
|
$6.73 Million
1.58% of portfolio
|
Q2 2024
Added 2.0%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
61,809
shares
|
$6.71 Million
2.35% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Apr 10, 2025 Q1 2025 |
61,628
shares
|
$6.69 Million
1.76% of portfolio
|
Q1 2025
Reduced 1.52%
|