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 |
|---|---|---|---|---|---|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
43,971
shares
|
$4.91 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Private Harbour Investment Management & Counsel, LLC
|
Apr 22, 2025 Q1 2025 |
43,906
shares
|
$4.9 Million
5.95% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
43,892
shares
|
$4.9 Million
1.07% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
43,875
shares
|
$4.9 Million
1.24% of portfolio
|
Q2 2025
Reduced 7.74%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
43,748
shares
|
$4.88 Million
0.39% of portfolio
|
Q2 2025
Added 528.47%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
43,731
shares
|
$4.88 Million
1.98% of portfolio
|
Q3 2023
Added 7.32%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
43,709
shares
|
$4.88 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
|
$4.87 Million
0.98% of portfolio
|
Q1 2025
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
43,551
shares
|
$4.86 Million
1.36% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
43,524
shares
|
$4.86 Million
0.15% of portfolio
|
Q4 2024
Reduced 39.21%
|
|
|
Second Line Capital, LLC
Metairie, LA |
May 15, 2025 Q1 2025 |
43,465
shares
|
$4.85 Million
1.33% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
43,459
shares
|
$4.85 Million
0.43% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
May 12, 2025 Q1 2025 |
43,350
shares
|
$4.84 Million
2.07% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
43,294
shares
|
$4.83 Million
0.77% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
43,280
shares
|
$4.83 Million
1.08% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
43,254
shares
|
$4.83 Million
0.42% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
43,165
shares
|
$4.82 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Barr E S & CO
Lexington, KY |
May 15, 2025 Q1 2025 |
42,791
shares
|
$4.78 Million
0.32% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
42,787
shares
|
$4.78 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
|
$4.77 Million
0.6% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
42,750
shares
|
$4.77 Million
0.29% of portfolio
|
Q1 2025
Added 31.9%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
42,711
shares
|
$4.77 Million
1.99% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
42,710
shares
|
$4.77 Million
0.49% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
42,646
shares
|
$4.76 Million
1.6% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
42,562
shares
|
$4.75 Million
0.78% of portfolio
|
Q2 2025
Reduced 3.62%
|