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 4,639 institutions that hold shares in the stock, with a total of 2.68 Billion shares, which have been reported (via 13F filing form) to have a value of $296 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
46,828
shares
|
$5.18 Million
0.29% of portfolio
|
Q4 2024
Added 9.92%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
46,806
shares
|
$5.18 Million
0.42% of portfolio
|
Q3 2024
Reduced 9.6%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Feb 14, 2025 Q4 2024 |
46,730
shares
|
$5.17 Million
1.32% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
46,650
shares
|
$5.16 Million
0.79% of portfolio
|
Q4 2024
Added 9.41%
|
|
|
Private Harbour Investment Management & Counsel, LLC
|
Feb 11, 2025 Q4 2024 |
46,615
shares
|
$5.16 Million
5.64% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
46,603
shares
|
$5.16 Million
0.52% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Jan 31, 2025 Q4 2024 |
46,509
shares
|
$5.15 Million
2.56% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
46,508
shares
|
$5.15 Million
1.21% of portfolio
|
Q4 2024
Reduced 8.84%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Feb 10, 2025 Q4 2024 |
46,500
shares
|
$5.15 Million
0.19% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
46,395
shares
|
$5.14 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
46,366
shares
|
$5.13 Million
0.75% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jan 08, 2025 Q4 2024 |
46,337
shares
|
$5.13 Million
1.68% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Sentry LLC
Memphis, TN |
Jan 23, 2025 Q4 2024 |
46,324
shares
|
$5.13 Million
0.97% of portfolio
|
Q4 2024
Reduced 9.96%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
46,272
shares
|
$5.12 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
46,199
shares
|
$5.11 Million
0.5% of portfolio
|
Q4 2024
Reduced 30.8%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
46,165
shares
|
$5.11 Million
0.82% of portfolio
|
Q4 2024
Added 11.25%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
46,128
shares
|
$5.11 Million
1.77% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
46,036
shares
|
$5.1 Million
0.07% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Feb 11, 2025 Q4 2024 |
45,909
shares
|
$5.08 Million
2.49% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
45,908
shares
|
$5.08 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Laird Norton Trust Company, LLC
|
Feb 14, 2025 Q4 2024 |
45,904
shares
|
$5.08 Million
0.68% of portfolio
|
Q1 2024
Reduced 66.44%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
45,904
shares
|
$5.08 Million
0.86% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
45,885
shares
|
$5.08 Million
1.45% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
45,880
shares
|
$5.08 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
45,868
shares
|
$5.08 Million
0.49% of portfolio
|
Q3 2022
Added 232.09%
|