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 |
|---|---|---|---|---|---|
|
Meridian Financial Partners LLC
|
Apr 14, 2025 Q1 2025 |
30,024
shares
|
$3.24 Million
1.81% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
30,006
shares
|
$3.24 Million
0.14% of portfolio
|
Q2 2025
Added 13.79%
|
|
|
Morton Community Bank
East Peoria, IL |
May 12, 2025 Q1 2025 |
29,981
shares
|
$3.24 Million
0.93% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Apr 17, 2025 Q1 2025 |
29,941
shares
|
$3.24 Million
1.86% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
29,918
shares
|
$3.23 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
M&G Investments (Usa) Inc.
Chicago, IL |
May 08, 2024 Q4 2023 |
29,779
shares
|
$3.22 Million
2.93% of portfolio
|
Q4 2023
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
29,732
shares
|
$3.21 Million
1.0% of portfolio
|
Q2 2022
Added 0.08%
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
29,729
shares
|
$3.21 Million
0.09% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jul 17, 2025 Q2 2025 |
29,722
shares
|
$3.21 Million
1.79% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
29,693
shares
|
$3.21 Million
0.17% of portfolio
|
Q1 2025
Reduced 41.9%
|
|
|
Beecher Investors Inc
|
Nov 10, 2022 Q3 2022 |
29,650
shares
|
$3.2 Million
4.25% of portfolio
|
Q4 2021
New holding
|
|
|
Inkwell Capital LLC
Miami, FL |
May 13, 2025 Q1 2025 |
29,614
shares
|
$3.2 Million
3.85% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
29,563
shares
|
$3.19 Million
0.29% of portfolio
|
Q3 2023
Reduced 54.72%
|
|
|
Sciencast Management LP
|
May 15, 2025 Q1 2025 |
29,551
shares
|
$3.19 Million
0.87% of portfolio
|
Q1 2025
Added 4.42%
|
|
|
Freedom Day Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
29,523
shares
|
$3.19 Million
1.09% of portfolio
|
Q1 2025
Added 7.76%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
29,507
shares
|
$3.19 Million
0.06% of portfolio
|
Q4 2024
Reduced 28.91%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
29,468
shares
|
$3.18 Million
0.78% of portfolio
|
Q1 2025
Reduced 11.5%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
29,384
shares
|
$3.17 Million
0.63% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
29,374
shares
|
$3.17 Million
0.46% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Sippican Capital Advisors
|
Apr 28, 2025 Q1 2025 |
29,265
shares
|
$3.16 Million
2.81% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
29,261
shares
|
$3.16 Million
0.72% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
29,255
shares
|
$3.16 Million
0.32% of portfolio
|
Q1 2025
Added 15.63%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
May 01, 2025 Q1 2025 |
29,190
shares
|
$3.15 Million
0.63% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
29,177
shares
|
$3.15 Million
0.75% of portfolio
|
Q2 2025
Added 43.58%
|
|
|
Intellus Advisors LLC
Naples, FL |
May 07, 2025 Q1 2025 |
29,133
shares
|
$3.15 Million
0.61% of portfolio
|
Q1 2025
Reduced 0.04%
|