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 |
|---|---|---|---|---|---|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
35,820
shares
|
$4 Million
1.43% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
R.H. Investment Group, LLC
Scottsdale, AZ |
Jul 17, 2025 Q2 2025 |
35,791
shares
|
$4 Million
3.54% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
35,703
shares
|
$3.99 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
35,638
shares
|
$3.98 Million
0.47% of portfolio
|
Q2 2025
Reduced 5.92%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
35,633
shares
|
$3.98 Million
0.15% of portfolio
|
Q1 2025
Added 56.46%
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Jul 02, 2025 Q2 2025 |
35,629
shares
|
$3.98 Million
4.05% of portfolio
|
Q2 2025
Reduced 13.11%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
35,586
shares
|
$3.97 Million
0.95% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
35,583
shares
|
$3.97 Million
0.32% of portfolio
|
Q4 2022
Reduced 0.82%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
35,545
shares
|
$3.97 Million
0.24% of portfolio
|
Q1 2025
Added 6.41%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
35,475
shares
|
$3.96 Million
0.31% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
May 13, 2025 Q1 2025 |
35,397
shares
|
$3.95 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
35,350
shares
|
$3.95 Million
0.99% of portfolio
|
Q1 2024
Reduced 1.51%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
35,323
shares
|
$3.94 Million
2.66% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
35,291
shares
|
$3.94 Million
0.28% of portfolio
|
Q1 2025
Added 9.16%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
35,288
shares
|
$3.94 Million
0.63% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
35,143
shares
|
$3.92 Million
1.88% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
35,088
shares
|
$3.92 Million
0.1% of portfolio
|
Q1 2025
Added 56.96%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
35,046
shares
|
$3.91 Million
0.62% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
35,037
shares
|
$3.91 Million
0.28% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
35,037
shares
|
$3.91 Million
0.41% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
35,005
shares
|
$3.91 Million
0.56% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
American Assets Inc
|
May 09, 2025 Q1 2025 |
35,000
shares
|
$3.91 Million
1.44% of portfolio
|
Q2 2020
Added 75.0%
|
|
|
Ttp Investments, Inc.
|
Jul 11, 2025 Q2 2025 |
34,984
shares
|
$3.91 Million
1.61% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
May 14, 2025 Q1 2025 |
34,977
shares
|
$3.91 Million
1.53% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Apr 21, 2025 Q1 2025 |
34,976
shares
|
$3.91 Million
1.88% of portfolio
|
Q1 2025
Reduced 0.41%
|