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 |
|---|---|---|---|---|---|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
38,912
shares
|
$4.31 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Lgt Fund Management CO Ltd.
|
Feb 06, 2025 Q4 2024 |
38,859
shares
|
$4.3 Million
0.38% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
38,751
shares
|
$4.29 Million
1.12% of portfolio
|
Q1 2023
Added 10.88%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
38,710
shares
|
$4.28 Million
0.4% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
38,709
shares
|
$4.28 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Feb 11, 2025 Q4 2024 |
38,669
shares
|
$4.28 Million
0.91% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Feb 11, 2025 Q4 2024 |
38,527
shares
|
$4.26 Million
0.01% of portfolio
|
Q4 2024
Added 30.87%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
Feb 12, 2025 Q4 2024 |
38,465
shares
|
$4.26 Million
3.85% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Feb 05, 2025 Q4 2024 |
38,424
shares
|
$4.25 Million
1.05% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
38,410
shares
|
$4.25 Million
0.59% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jan 27, 2025 Q4 2024 |
38,345
shares
|
$4.24 Million
2.55% of portfolio
|
Q4 2024
Added 6.45%
|
|
|
Baugh & Associates, LLC
|
Jan 16, 2025 Q4 2024 |
38,338
shares
|
$4.24 Million
2.09% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
New England Asset Management Inc
Farmington, CT |
Feb 14, 2025 Q4 2024 |
38,295
shares
|
$4.24 Million
0.75% of portfolio
|
Q4 2024
Reduced 9.88%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
38,194
shares
|
$4.23 Million
0.53% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
38,103
shares
|
$4.22 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
38,090
shares
|
$4.22 Million
1.52% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
37,987
shares
|
$4.2 Million
0.15% of portfolio
|
Q4 2024
Added 7.24%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Feb 06, 2025 Q4 2024 |
37,963
shares
|
$4.2 Million
0.22% of portfolio
|
Q4 2024
Reduced 22.48%
|
|
|
Deane Retirement Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
37,961
shares
|
$4.2 Million
2.09% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Ss&H Financial Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
37,847
shares
|
$4.19 Million
1.48% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
37,745
shares
|
$4.18 Million
0.39% of portfolio
|
Q4 2024
Reduced 5.09%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jan 16, 2025 Q4 2024 |
37,698
shares
|
$4.17 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
37,644
shares
|
$4.17 Million
0.5% of portfolio
|
Q4 2022
Reduced 13.75%
|
|
|
Nippon Life Global Investors Americas, Inc.
|
Feb 14, 2025 Q4 2024 |
37,630
shares
|
$4.17 Million
0.19% of portfolio
|
Q4 2024
Reduced 15.68%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Feb 10, 2025 Q4 2024 |
37,581
shares
|
$4.16 Million
1.16% of portfolio
|
Q4 2024
Added 47.93%
|