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 |
|---|---|---|---|---|---|
|
Exchange Bank
Santa Rosa, CA |
Jan 16, 2025 Q4 2024 |
25,809
shares
|
$2.87 Million
2.23% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Delaney Dennis R
Boston, MA |
Feb 13, 2025 Q4 2024 |
25,745
shares
|
$2.86 Million
1.49% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Jan 31, 2025 Q4 2024 |
25,734
shares
|
$2.86 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
25,703
shares
|
$2.86 Million
1.04% of portfolio
|
Q1 2023
Reduced 0.48%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
25,667
shares
|
$2.86 Million
0.49% of portfolio
|
Q4 2023
Added 3.53%
|
|
|
Bradyco, Inc.
Cambridge, MA |
Feb 06, 2025 Q4 2024 |
25,661
shares
|
$2.86 Million
2.55% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
25,654
shares
|
$2.85 Million
0.64% of portfolio
|
Q2 2022
Reduced 14.0%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
25,653
shares
|
$2.85 Million
0.48% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
25,594
shares
|
$2.85 Million
0.34% of portfolio
|
Q4 2024
Added 12.84%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
25,578
shares
|
$2.85 Million
0.55% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
25,530
shares
|
$2.84 Million
0.35% of portfolio
|
Q4 2024
Reduced 7.81%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
25,502
shares
|
$2.84 Million
0.33% of portfolio
|
Q4 2024
Added 7.46%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
25,468
shares
|
$2.83 Million
0.16% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
25,430
shares
|
$2.83 Million
0.44% of portfolio
|
Q2 2023
Added 1.0%
|
|
|
Congress Park Capital LLC
|
Jan 14, 2025 Q4 2024 |
25,427
shares
|
$2.83 Million
1.01% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Feb 13, 2025 Q4 2024 |
25,427
shares
|
$2.83 Million
0.54% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Feb 07, 2025 Q4 2024 |
25,396
shares
|
$2.83 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
25,389
shares
|
$2.83 Million
0.26% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
25,322
shares
|
$2.82 Million
0.6% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
25,300
shares
|
$2.82 Million
0.24% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
25,296
shares
|
$2.81 Million
0.42% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
25,295
shares
|
$2.81 Million
1.75% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
25,219
shares
|
$2.81 Million
1.36% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
25,205
shares
|
$2.8 Million
0.83% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
25,179
shares
|
$2.8 Million
0.75% of portfolio
|
Q4 2024
Added 3.98%
|