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 |
|---|---|---|---|---|---|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
37,128
shares
|
$4.15 Million
0.23% of portfolio
|
Q1 2025
Added 76.17%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Apr 16, 2025 Q1 2025 |
37,121
shares
|
$4.14 Million
3.03% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
May 09, 2025 Q1 2025 |
37,102
shares
|
$4.14 Million
1.41% of portfolio
|
Q2 2024
Added 10.37%
|
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
37,076
shares
|
$4.14 Million
2.08% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
36,910
shares
|
$4.12 Million
2.84% of portfolio
|
Q4 2024
New holding
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
May 14, 2025 Q1 2025 |
36,861
shares
|
$4.12 Million
2.14% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Baugh & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
36,860
shares
|
$4.12 Million
1.93% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
36,858
shares
|
$4.12 Million
0.42% of portfolio
|
Q1 2025
Added 14.83%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
May 07, 2025 Q1 2025 |
36,826
shares
|
$4.11 Million
1.27% of portfolio
|
Q1 2025
Added 28.0%
|
|
|
Bridge Creek Capital Management LLC
|
Jul 11, 2025 Q2 2025 |
36,803
shares
|
$4.11 Million
1.19% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Apr 28, 2025 Q1 2025 |
36,701
shares
|
$4.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
36,663
shares
|
$4.09 Million
1.23% of portfolio
|
Q2 2025
Added 5.61%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
May 14, 2025 Q1 2025 |
36,650
shares
|
$4.09 Million
0.06% of portfolio
|
Q1 2025
Added 62.2%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
36,509
shares
|
$4.08 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
36,443
shares
|
$4.07 Million
3.6% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
36,183
shares
|
$4.04 Million
0.26% of portfolio
|
Q1 2025
Added 14.07%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
36,113
shares
|
$4.03 Million
1.94% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
36,076
shares
|
$4.03 Million
1.1% of portfolio
|
Q2 2022
Reduced 4.73%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
36,027
shares
|
$4.02 Million
0.41% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
35,903
shares
|
$4.01 Million
0.44% of portfolio
|
Q1 2025
Added 18.19%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
35,898
shares
|
$4.01 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
35,895
shares
|
$4.01 Million
0.56% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
35,890
shares
|
$4.01 Million
0.22% of portfolio
|
Q1 2025
Added 88.91%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
35,843
shares
|
$4 Million
0.36% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
35,822
shares
|
$4 Million
0.44% of portfolio
|
Q2 2025
Added 6.82%
|