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 |
|---|---|---|---|---|---|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
22,180
shares
|
$2.47 Million
0.41% of portfolio
|
Q4 2024
Added 11.73%
|
|
|
Integrated Investment Consultants, LLC
|
Feb 14, 2025 Q4 2024 |
22,175
shares
|
$2.47 Million
0.3% of portfolio
|
Q4 2024
Reduced 91.79%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Feb 13, 2025 Q4 2024 |
22,168
shares
|
$2.47 Million
0.93% of portfolio
|
Q4 2024
Added 62.06%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
22,165
shares
|
$2.47 Million
0.63% of portfolio
|
Q4 2024
Added 19.84%
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
22,105
shares
|
$2.46 Million
0.72% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
22,094
shares
|
$2.46 Million
0.78% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Feb 11, 2025 Q4 2024 |
22,043
shares
|
$2.45 Million
2.1% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
22,027
shares
|
$2.45 Million
0.27% of portfolio
|
Q2 2023
Added 42.41%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
22,022
shares
|
$2.45 Million
0.21% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Jan 23, 2025 Q4 2024 |
21,997
shares
|
$2.45 Million
0.23% of portfolio
|
Q4 2024
Added 36.47%
|
|
|
Achmea Investment Management B.V.
|
Feb 10, 2025 Q4 2024 |
21,962
shares
|
$2.44 Million
0.04% of portfolio
|
Q4 2024
Reduced 93.97%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
21,886
shares
|
$2.44 Million
0.16% of portfolio
|
Q4 2023
Reduced 6.98%
|
|
|
Dividend Assets Capital, LLC
|
Feb 03, 2025 Q4 2024 |
21,834
shares
|
$2.43 Million
0.46% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
21,821
shares
|
$2.43 Million
0.44% of portfolio
|
Q3 2024
Added 20.35%
|
|
|
Kidder Stephen W
|
Feb 12, 2025 Q4 2024 |
21,782
shares
|
$2.42 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
21,706
shares
|
$2.42 Million
0.8% of portfolio
|
Q4 2024
Added 61.3%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
21,697
shares
|
$2.41 Million
0.34% of portfolio
|
Q4 2024
Added 13.41%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
21,683
shares
|
$2.41 Million
0.34% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
21,666
shares
|
$2.41 Million
1.55% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
21,622
shares
|
$2.41 Million
0.95% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
21,564
shares
|
$2.4 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Feb 18, 2025 Q4 2024 |
21,545
shares
|
$2.4 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
21,531
shares
|
$2.4 Million
0.21% of portfolio
|
Q4 2022
Reduced 7.19%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
21,415
shares
|
$2.38 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
Feb 12, 2025 Q4 2024 |
21,411
shares
|
$2.38 Million
0.48% of portfolio
|
Q4 2024
Added 0.62%
|