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 4,759 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 $288 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
24,760
shares
|
$2.69 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
24,752
shares
|
$2.69 Million
1.06% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
24,731
shares
|
$2.68 Million
0.57% of portfolio
|
Q2 2025
Added 64.05%
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
24,724
shares
|
$2.68 Million
1.24% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
24,701
shares
|
$2.68 Million
1.51% of portfolio
|
Q1 2025
Reduced 6.5%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
24,669
shares
|
$2.68 Million
1.16% of portfolio
|
Q2 2025
Added 13.09%
|
|
|
Insight Inv LLC
El Segundo, CA |
Apr 25, 2025 Q1 2025 |
24,652
shares
|
$2.68 Million
1.04% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
24,640
shares
|
$2.67 Million
0.7% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Fcg Investment CO
Germantown, TN |
Jul 16, 2025 Q2 2025 |
24,554
shares
|
$2.67 Million
1.38% of portfolio
|
Q2 2025
Reduced 20.48%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
24,481
shares
|
$2.66 Million
0.72% of portfolio
|
Q2 2025
Reduced 12.89%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
24,439
shares
|
$2.65 Million
0.54% of portfolio
|
Q1 2025
Added 9.36%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
24,438
shares
|
$2.65 Million
0.32% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Apr 29, 2025 Q1 2025 |
24,428
shares
|
$2.65 Million
0.28% of portfolio
|
Q1 2025
Added 11.05%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
24,410
shares
|
$2.65 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
24,377
shares
|
$2.65 Million
0.67% of portfolio
|
Q4 2024
Added 10.43%
|
|
|
Stolper CO
|
Jul 10, 2025 Q2 2025 |
24,363
shares
|
$2.64 Million
0.86% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
24,362
shares
|
$2.64 Million
1.8% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Trust CO Of Oklahoma
|
Jul 07, 2025 Q2 2025 |
24,359
shares
|
$2.64 Million
0.85% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
24,321
shares
|
$2.64 Million
1.02% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
24,302
shares
|
$2.64 Million
0.34% of portfolio
|
Q1 2025
Reduced 20.2%
|
|
|
Ervin Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
24,291
shares
|
$2.64 Million
1.77% of portfolio
|
Q2 2025
Reduced 8.68%
|
|
|
Berkeley Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
24,269
shares
|
$2.63 Million
0.81% of portfolio
|
Q1 2025
Added 5.57%
|
|
|
Paradigm Asset Management CO LLC
|
May 05, 2025 Q1 2025 |
24,250
shares
|
$2.63 Million
1.16% of portfolio
|
Q4 2024
Added 22.78%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
24,108
shares
|
$2.62 Million
0.34% of portfolio
|
Q1 2025
Reduced 8.35%
|
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
24,102
shares
|
$2.62 Million
0.89% of portfolio
|
Q1 2025
Added 9.03%
|