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 4,758 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 $287 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
32,141
shares
|
$3.47 Million
0.64% of portfolio
|
Q1 2025
Added 23.85%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
32,072
shares
|
$3.47 Million
0.92% of portfolio
|
Q1 2025
Added 12.48%
|
|
|
Gibson Wealth Advisors LLC
Tyler, TX |
May 14, 2025 Q1 2025 |
32,058
shares
|
$3.46 Million
3.06% of portfolio
|
Q1 2025
Added 50.4%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
32,031
shares
|
$3.46 Million
0.98% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
31,988
shares
|
$3.46 Million
1.01% of portfolio
|
Q1 2025
Reduced 9.35%
|
|
|
Miller Howard Investments Inc
|
Jul 11, 2025 Q2 2025 |
31,971
shares
|
$3.45 Million
0.11% of portfolio
|
Q2 2025
Reduced 7.77%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
31,961
shares
|
$3.45 Million
0.42% of portfolio
|
Q2 2025
Reduced 8.96%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
31,935
shares
|
$3.45 Million
0.21% of portfolio
|
Q1 2025
Reduced 18.97%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
31,859
shares
|
$3.44 Million
0.41% of portfolio
|
Q1 2025
Added 52.61%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
31,762
shares
|
$3.43 Million
1.27% of portfolio
|
Q2 2025
Reduced 11.25%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jul 11, 2025 Q2 2025 |
31,760
shares
|
$3.43 Million
1.57% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Apr 23, 2025 Q1 2025 |
31,743
shares
|
$3.43 Million
0.88% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
31,712
shares
|
$3.43 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
31,701
shares
|
$3.43 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
31,600
shares
|
$3.41 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
31,556
shares
|
$3.41 Million
0.16% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Apr 30, 2025 Q1 2025 |
31,446
shares
|
$3.4 Million
1.25% of portfolio
|
Q1 2025
Reduced 12.4%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
31,428
shares
|
$3.4 Million
0.11% of portfolio
|
Q1 2025
Added 125.97%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
31,368
shares
|
$3.39 Million
0.51% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
31,334
shares
|
$3.39 Million
0.27% of portfolio
|
Q2 2025
Added 12.3%
|
|
|
Schnieders Capital Management LLC
|
May 09, 2025 Q1 2025 |
31,267
shares
|
$3.38 Million
0.8% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
31,179
shares
|
$3.37 Million
0.72% of portfolio
|
Q1 2025
Reduced 39.71%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
31,157
shares
|
$3.37 Million
0.21% of portfolio
|
Q4 2023
Added 0.85%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
31,124
shares
|
$3.36 Million
0.92% of portfolio
|
Q1 2025
Reduced 10.41%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
31,117
shares
|
$3.36 Million
0.5% of portfolio
|
Q3 2023
Added 3.5%
|