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 |
|---|---|---|---|---|---|
|
Intellus Advisors LLC
Naples, FL |
Feb 11, 2025 Q4 2024 |
29,144
shares
|
$3.24 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Hoertkorn Richard Charles
|
Feb 12, 2025 Q4 2024 |
29,121
shares
|
$3.24 Million
1.71% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
29,072
shares
|
$3.23 Million
0.21% of portfolio
|
Q4 2024
Added 26.62%
|
|
|
Harfst & Associates, Inc.
|
Feb 04, 2025 Q4 2024 |
28,947
shares
|
$3.22 Million
0.66% of portfolio
|
Q4 2024
Added 35.34%
|
|
|
Wisconsin Capital Management LLC
|
Feb 12, 2025 Q4 2024 |
28,945
shares
|
$3.22 Million
1.74% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
28,941
shares
|
$3.22 Million
0.62% of portfolio
|
Q4 2024
Added 5.32%
|
|
|
Centric Wealth Management
|
Feb 12, 2025 Q4 2024 |
28,921
shares
|
$3.22 Million
0.89% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
28,918
shares
|
$3.22 Million
0.25% of portfolio
|
Q4 2024
Reduced 16.99%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
28,828
shares
|
$3.21 Million
0.59% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Feb 13, 2025 Q4 2024 |
28,797
shares
|
$3.2 Million
0.63% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Feb 05, 2025 Q4 2024 |
28,771
shares
|
$3.2 Million
0.96% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
28,743
shares
|
$3.2 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Taurus Asset Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
28,644
shares
|
$3.19 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Fcg Investment CO
Germantown, TN |
Jan 17, 2025 Q4 2024 |
28,643
shares
|
$3.19 Million
1.87% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Citizens & Northern Corp
|
Jan 31, 2025 Q4 2024 |
28,610
shares
|
$3.18 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Norway Savings Bank
|
Jan 07, 2025 Q4 2024 |
28,594
shares
|
$3.18 Million
1.7% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
28,563
shares
|
$3.18 Million
1.34% of portfolio
|
Q4 2024
Reduced 7.94%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
28,532
shares
|
$3.17 Million
0.17% of portfolio
|
Q4 2024
Added 26.21%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
28,529
shares
|
$3.17 Million
0.22% of portfolio
|
Q2 2024
Reduced 20.21%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
28,520
shares
|
$3.17 Million
0.36% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
28,514
shares
|
$3.17 Million
0.79% of portfolio
|
Q4 2024
Added 6.79%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jan 21, 2025 Q4 2024 |
28,467
shares
|
$3.17 Million
0.86% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Mainstay Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
28,455
shares
|
$3.17 Million
0.52% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
28,357
shares
|
$3.16 Million
0.91% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Private Capital Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
28,335
shares
|
$3.15 Million
0.37% of portfolio
|
Q4 2023
Reduced 0.46%
|