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 4,643 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 $298 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Feb 11, 2025 Q4 2024 |
30,948
shares
|
$3.44 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Feb 04, 2025 Q4 2024 |
30,904
shares
|
$3.44 Million
1.5% of portfolio
|
Q4 2024
Added 10.93%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
30,870
shares
|
$3.43 Million
1.09% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
30,821
shares
|
$3.43 Million
1.08% of portfolio
|
Q4 2024
Added 16.3%
|
|
|
Kesler, Norman & Wride, LLC
|
Feb 12, 2025 Q4 2024 |
30,795
shares
|
$3.43 Million
0.74% of portfolio
|
Q4 2024
Added 16.12%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
30,718
shares
|
$3.42 Million
1.11% of portfolio
|
Q4 2024
Added 9.35%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
30,714
shares
|
$3.42 Million
0.08% of portfolio
|
Q4 2024
Reduced 7.11%
|
|
|
Solitude Financial Services
|
Feb 07, 2025 Q4 2024 |
30,585
shares
|
$3.4 Million
1.44% of portfolio
|
Q4 2024
Added 9.05%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
30,578
shares
|
$3.4 Million
0.14% of portfolio
|
Q4 2024
Reduced 54.81%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
30,455
shares
|
$3.39 Million
0.39% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
30,378
shares
|
$3.38 Million
0.4% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
30,343
shares
|
$3.38 Million
1.42% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
30,333
shares
|
$3.38 Million
1.48% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
30,200
shares
|
$3.36 Million
0.44% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jan 16, 2025 Q4 2024 |
30,143
shares
|
$3.35 Million
0.19% of portfolio
|
Q1 2023
Added 0.0%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 17, 2025 Q4 2024 |
30,126
shares
|
$3.35 Million
2.35% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Feb 07, 2025 Q4 2024 |
30,117
shares
|
$3.35 Million
0.77% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Sprucegrove Investment Management LTD
Toronto, A6 |
Feb 10, 2025 Q4 2024 |
30,100
shares
|
$3.35 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Feb 20, 2025 Q4 2024 |
30,067
shares
|
$3.35 Million
2.96% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
30,064
shares
|
$3.35 Million
0.01% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
30,010
shares
|
$3.34 Million
0.83% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
30,000
shares
|
$3.34 Million
0.2% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Warwick Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
29,985
shares
|
$3.34 Million
0.67% of portfolio
|
Q4 2024
Added 20.56%
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
29,844
shares
|
$3.32 Million
0.64% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
29,842
shares
|
$3.32 Million
0.27% of portfolio
|
Q4 2024
Added 27.11%
|