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 |
|---|---|---|---|---|---|
|
Allred Capital Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
28,135
shares
|
$3.04 Million
1.37% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
May 07, 2025 Q1 2025 |
28,123
shares
|
$3.04 Million
0.28% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
28,051
shares
|
$3.03 Million
1.12% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
28,023
shares
|
$3.03 Million
0.65% of portfolio
|
Q2 2025
Added 15.14%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
28,002
shares
|
$3.03 Million
0.06% of portfolio
|
Q2 2025
Reduced 53.04%
|
|
|
Red Jay Asset Management Inc.
Toronto, A6 |
Apr 25, 2025 Q1 2025 |
28,000
shares
|
$3.03 Million
1.8% of portfolio
|
Q1 2025
New holding
|
|
|
Hoertkorn Richard Charles
|
Jul 07, 2025 Q2 2025 |
27,971
shares
|
$3.02 Million
1.7% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Cim, LLC
|
Jun 05, 2025 Q1 2025 |
27,962
shares
|
$3.02 Million
0.51% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Wisconsin Capital Management LLC
|
May 13, 2025 Q1 2025 |
27,875
shares
|
$3.01 Million
2.18% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
27,861
shares
|
$3.01 Million
0.37% of portfolio
|
Q1 2025
Added 34.5%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
May 13, 2025 Q1 2025 |
27,840
shares
|
$3.01 Million
0.87% of portfolio
|
Q1 2025
Added 297.71%
|
|
|
Private Capital Advisors, Inc.
|
May 01, 2025 Q1 2025 |
27,815
shares
|
$3.01 Million
0.4% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
27,793
shares
|
$3 Million
0.65% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
27,739
shares
|
$3 Million
0.59% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
27,724
shares
|
$3 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
27,521
shares
|
$2.97 Million
0.99% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
27,477
shares
|
$2.97 Million
0.51% of portfolio
|
Q1 2025
Reduced 7.87%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jul 14, 2025 Q2 2025 |
27,462
shares
|
$2.97 Million
1.36% of portfolio
|
Q2 2025
Reduced 8.94%
|
|
|
Norway Savings Bank
|
Jul 02, 2025 Q2 2025 |
27,402
shares
|
$2.96 Million
1.54% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
27,399
shares
|
$2.96 Million
0.72% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Third Security, LLC
|
Nov 14, 2022 Q3 2022 |
27,300
shares
|
$2.95 Million
0.99% of portfolio
|
Q1 2022
New holding
|
|
|
Uncommon Cents Investing LLC
|
Jul 16, 2025 Q2 2025 |
27,270
shares
|
$2.95 Million
0.81% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jul 14, 2025 Q2 2025 |
27,254
shares
|
$2.94 Million
0.58% of portfolio
|
Q2 2025
Added 8.3%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Jul 16, 2025 Q2 2025 |
27,234
shares
|
$2.94 Million
2.09% of portfolio
|
Q2 2025
Added 262.25%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
27,217
shares
|
$2.94 Million
0.32% of portfolio
|
Q1 2025
Reduced 2.55%
|