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 |
|---|---|---|---|---|---|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
42,529
shares
|
$4.75 Million
1.39% of portfolio
|
Q1 2025
Added 13.75%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
42,518
shares
|
$4.75 Million
0.58% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
42,483
shares
|
$4.74 Million
1.7% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
42,456
shares
|
$4.74 Million
3.41% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Greatmark Investment Partners, Inc.
|
May 01, 2025 Q1 2025 |
42,369
shares
|
$4.73 Million
0.69% of portfolio
|
Q1 2025
Added 7.04%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
42,357
shares
|
$4.73 Million
0.37% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
42,348
shares
|
$4.73 Million
1.85% of portfolio
|
Q1 2025
Added 231.85%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Apr 22, 2025 Q1 2025 |
42,316
shares
|
$4.73 Million
1.25% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
42,299
shares
|
$4.72 Million
0.77% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
May 05, 2025 Q1 2025 |
42,287
shares
|
$4.72 Million
2.71% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
42,223
shares
|
$4.71 Million
1.12% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
42,219
shares
|
$4.71 Million
0.46% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
42,085
shares
|
$4.7 Million
0.58% of portfolio
|
Q1 2025
Reduced 36.07%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 13, 2025 Q1 2025 |
42,029
shares
|
$4.69 Million
0.84% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
41,997
shares
|
$4.69 Million
0.12% of portfolio
|
Q1 2025
Reduced 26.6%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
41,955
shares
|
$4.68 Million
0.77% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jul 15, 2025 Q2 2025 |
41,831
shares
|
$4.67 Million
1.14% of portfolio
|
Q2 2025
Added 45.98%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Apr 30, 2025 Q1 2025 |
41,722
shares
|
$4.66 Million
2.41% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
41,708
shares
|
$4.66 Million
1.25% of portfolio
|
Q2 2025
Reduced 16.34%
|
|
|
Violich Capital Management, Inc.
|
May 02, 2025 Q1 2025 |
41,680
shares
|
$4.65 Million
0.67% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
41,675
shares
|
$4.65 Million
0.35% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
41,627
shares
|
$4.65 Million
0.07% of portfolio
|
Q2 2023
Added 7.21%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
41,428
shares
|
$4.63 Million
0.54% of portfolio
|
Q1 2025
Reduced 44.43%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
41,372
shares
|
$4.62 Million
0.87% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
41,367
shares
|
$4.62 Million
0.83% of portfolio
|
Q4 2024
Reduced 0.82%
|