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 4,757 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 $297 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
59,302
shares
|
$6.62 Million
1.48% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Mcdaniel Terry & CO
|
Apr 24, 2025 Q1 2025 |
59,076
shares
|
$6.6 Million
0.61% of portfolio
|
Q1 2025
Reduced 21.58%
|
|
|
Concorde Financial Corp
Dallas, TX |
May 14, 2025 Q1 2025 |
59,057
shares
|
$6.59 Million
4.14% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
59,037
shares
|
$6.59 Million
0.12% of portfolio
|
Q2 2025
Added 64.47%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
59,011
shares
|
$6.59 Million
1.61% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
58,978
shares
|
$6.59 Million
1.13% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
58,929
shares
|
$6.58 Million
0.41% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
58,923
shares
|
$6.58 Million
0.65% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
58,919
shares
|
$6.58 Million
0.9% of portfolio
|
Q2 2024
Added 272.39%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
May 01, 2025 Q1 2025 |
58,916
shares
|
$6.58 Million
1.9% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
58,856
shares
|
$6.57 Million
0.1% of portfolio
|
Q2 2025
Reduced 10.88%
|
|
|
Shilanski & Associates, Inc.
|
Apr 25, 2025 Q1 2025 |
58,758
shares
|
$6.56 Million
2.18% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
58,645
shares
|
$6.55 Million
1.93% of portfolio
|
Q1 2025
Added 29.11%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
58,638
shares
|
$6.55 Million
1.0% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
58,567
shares
|
$6.54 Million
0.6% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Apr 25, 2025 Q1 2025 |
58,499
shares
|
$6.53 Million
2.44% of portfolio
|
Q1 2025
Reduced 24.97%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
58,432
shares
|
$6.52 Million
2.38% of portfolio
|
Q3 2022
Added 0.49%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
58,313
shares
|
$6.51 Million
0.3% of portfolio
|
Q4 2024
Added 34.9%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
57,917
shares
|
$6.47 Million
3.03% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
57,812
shares
|
$6.46 Million
1.62% of portfolio
|
Q4 2022
Reduced 0.15%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
57,811
shares
|
$6.46 Million
1.44% of portfolio
|
Q2 2025
Added 11.34%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
57,717
shares
|
$6.44 Million
0.97% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
57,684
shares
|
$6.44 Million
1.38% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
57,636
shares
|
$6.44 Million
3.74% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
May 15, 2025 Q1 2025 |
57,572
shares
|
$6.43 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.37%
|