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 |
|---|---|---|---|---|---|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
22,304
shares
|
$2.47 Million
0.24% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
Jul 14, 2025 Q2 2025 |
22,242
shares
|
$2.46 Million
1.62% of portfolio
|
Q4 2023
Reduced 4.92%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
22,236
shares
|
$2.46 Million
0.25% of portfolio
|
Q1 2025
Added 30.62%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
22,236
shares
|
$2.46 Million
0.28% of portfolio
|
Q1 2025
Added 48.89%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
22,211
shares
|
$2.46 Million
0.21% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
May 19, 2025 Q1 2025 |
22,130
shares
|
$2.45 Million
1.02% of portfolio
|
Q1 2025
Added 7.22%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
22,093
shares
|
$2.45 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Community Bank Of Raymore
|
May 12, 2025 Q1 2025 |
22,091
shares
|
$2.45 Million
2.16% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
22,073
shares
|
$2.45 Million
0.89% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
22,052
shares
|
$2.44 Million
0.78% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
22,043
shares
|
$2.44 Million
0.36% of portfolio
|
Q2 2025
Reduced 18.91%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
22,027
shares
|
$2.44 Million
0.27% of portfolio
|
Q2 2023
Added 42.41%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jul 18, 2025 Q2 2025 |
22,000
shares
|
$2.44 Million
1.26% of portfolio
|
Q2 2025
Added 57.14%
|
|
|
Texas Capital Bancshares Inc
|
May 13, 2025 Q1 2025 |
21,937
shares
|
$2.43 Million
1.13% of portfolio
|
Q1 2025
Reduced 7.52%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
21,929
shares
|
$2.43 Million
0.09% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
21,924
shares
|
$2.43 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
21,886
shares
|
$2.42 Million
0.16% of portfolio
|
Q4 2023
Reduced 6.98%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
21,886
shares
|
$2.42 Million
1.79% of portfolio
|
Q2 2025
Added 15.76%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Jul 07, 2025 Q2 2025 |
21,833
shares
|
$2.42 Million
1.37% of portfolio
|
Q2 2024
Reduced 2.27%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
21,821
shares
|
$2.42 Million
0.44% of portfolio
|
Q3 2024
Added 20.35%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
21,795
shares
|
$2.41 Million
0.36% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
21,791
shares
|
$2.41 Million
0.34% of portfolio
|
Q1 2025
Added 8.6%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
21,741
shares
|
$2.41 Million
0.16% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Dividend Assets Capital, LLC
|
Apr 15, 2025 Q1 2025 |
21,676
shares
|
$2.4 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
21,676
shares
|
$2.4 Million
0.44% of portfolio
|
Q2 2025
Reduced 5.83%
|