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 4,754 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 $294 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
26,557
shares
|
$2.94 Million
0.13% of portfolio
|
Q2 2024
Added 1.99%
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Jul 09, 2025 Q2 2025 |
26,523
shares
|
$2.94 Million
2.18% of portfolio
|
Q2 2025
Added 10.85%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
26,514
shares
|
$2.94 Million
0.25% of portfolio
|
Q1 2025
Reduced 16.27%
|
|
|
Castellan Group
Louisville, KY |
Jul 24, 2025 Q2 2025 |
26,470
shares
|
$2.93 Million
4.02% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
26,465
shares
|
$2.93 Million
0.39% of portfolio
|
Q2 2025
Reduced 5.04%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
26,462
shares
|
$2.93 Million
1.13% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
26,461
shares
|
$2.93 Million
1.35% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
26,441
shares
|
$2.93 Million
0.66% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
26,434
shares
|
$2.93 Million
0.33% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
26,409
shares
|
$2.93 Million
0.28% of portfolio
|
Q1 2025
Added 52.54%
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
26,391
shares
|
$2.92 Million
0.78% of portfolio
|
Q2 2025
Added 11.17%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
26,378
shares
|
$2.92 Million
0.05% of portfolio
|
Q1 2025
Reduced 49.93%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
26,345
shares
|
$2.92 Million
0.29% of portfolio
|
Q2 2024
Added 1.02%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
26,344
shares
|
$2.92 Million
0.55% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Aft, Forsyth & Sober, LLC
|
May 12, 2025 Q1 2025 |
26,300
shares
|
$2.91 Million
1.15% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
26,295
shares
|
$2.91 Million
0.15% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
26,266
shares
|
$2.91 Million
0.46% of portfolio
|
Q2 2025
Reduced 8.21%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
26,250
shares
|
$2.91 Million
0.38% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
26,223
shares
|
$2.91 Million
0.44% of portfolio
|
Q2 2024
Added 83.11%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
26,192
shares
|
$2.9 Million
0.5% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Integras Partners LLC
Alpharetta, GA |
May 14, 2025 Q1 2025 |
26,187
shares
|
$2.9 Million
2.81% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
26,173
shares
|
$2.9 Million
0.14% of portfolio
|
Q3 2022
Reduced 17.81%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
26,151
shares
|
$2.9 Million
0.55% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
26,073
shares
|
$2.89 Million
0.12% of portfolio
|
Q1 2023
Reduced 5.28%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
May 14, 2025 Q1 2025 |
26,020
shares
|
$2.88 Million
2.22% of portfolio
|
Q1 2025
Added 0.07%
|