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 4,743 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 $287 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Harbour Investment Management & Counsel, LLC
|
Apr 22, 2025 Q1 2025 |
43,906
shares
|
$4.75 Million
5.95% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
43,892
shares
|
$4.75 Million
1.07% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
43,731
shares
|
$4.73 Million
1.98% of portfolio
|
Q3 2023
Added 7.32%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
43,709
shares
|
$4.73 Million
0.39% of portfolio
|
Q1 2025
Added 6.37%
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
May 13, 2025 Q1 2025 |
43,657
shares
|
$4.72 Million
0.98% of portfolio
|
Q1 2025
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
43,551
shares
|
$4.71 Million
1.36% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
43,524
shares
|
$4.71 Million
0.15% of portfolio
|
Q4 2024
Reduced 39.21%
|
|
|
Second Line Capital, LLC
Metairie, LA |
May 15, 2025 Q1 2025 |
43,465
shares
|
$4.7 Million
1.33% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
43,459
shares
|
$4.7 Million
0.43% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
43,448
shares
|
$4.7 Million
0.58% of portfolio
|
Q1 2025
Reduced 13.05%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
May 12, 2025 Q1 2025 |
43,350
shares
|
$4.69 Million
2.07% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
43,294
shares
|
$4.68 Million
0.77% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
43,280
shares
|
$4.68 Million
1.08% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
43,169
shares
|
$4.67 Million
0.49% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
43,165
shares
|
$4.67 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
43,079
shares
|
$4.66 Million
2.39% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Barr E S & CO
Lexington, KY |
May 15, 2025 Q1 2025 |
42,791
shares
|
$4.63 Million
0.32% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
42,787
shares
|
$4.63 Million
1.36% of portfolio
|
Q1 2025
Added 7.81%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Apr 16, 2025 Q1 2025 |
42,763
shares
|
$4.63 Million
0.6% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
42,750
shares
|
$4.63 Million
0.29% of portfolio
|
Q1 2025
Added 31.9%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
42,529
shares
|
$4.6 Million
1.39% of portfolio
|
Q1 2025
Added 13.75%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
42,483
shares
|
$4.6 Million
1.7% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
42,456
shares
|
$4.59 Million
3.41% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
42,452
shares
|
$4.59 Million
0.7% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Next Level Private LLC
Harrison, NY |
Apr 11, 2025 Q1 2025 |
42,451
shares
|
$4.59 Million
2.01% of portfolio
|
Q1 2025
Added 0.42%
|