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 4,742 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 $283 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Unison Advisors LLC
|
May 06, 2025 Q1 2025 |
21,597
shares
|
$2.3 Million
0.33% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
May 15, 2025 Q1 2025 |
21,554
shares
|
$2.29 Million
1.65% of portfolio
|
Q1 2025
Added 181.86%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
21,531
shares
|
$2.29 Million
0.21% of portfolio
|
Q4 2022
Reduced 7.19%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Apr 11, 2025 Q1 2025 |
21,499
shares
|
$2.29 Million
1.42% of portfolio
|
Q1 2025
Reduced 16.78%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
21,496
shares
|
$2.29 Million
0.42% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
21,488
shares
|
$2.29 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
21,487
shares
|
$2.29 Million
0.2% of portfolio
|
Q1 2025
Added 21.44%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
21,454
shares
|
$2.28 Million
0.66% of portfolio
|
Q1 2025
Added 15.47%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
21,370
shares
|
$2.28 Million
2.06% of portfolio
|
Q1 2024
Reduced 0.26%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
21,333
shares
|
$2.27 Million
0.88% of portfolio
|
Q4 2024
Added 11.03%
|
|
|
Gilbert & Cook, Inc.
|
May 06, 2025 Q1 2025 |
21,330
shares
|
$2.27 Million
0.37% of portfolio
|
Q1 2025
Reduced 7.85%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Apr 11, 2025 Q1 2025 |
21,305
shares
|
$2.27 Million
0.92% of portfolio
|
Q1 2025
Added 6.37%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Apr 24, 2025 Q1 2025 |
21,278
shares
|
$2.27 Million
0.71% of portfolio
|
Q1 2023
Added 575.02%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Apr 11, 2025 Q1 2025 |
21,272
shares
|
$2.26 Million
0.83% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Apr 21, 2025 Q1 2025 |
21,268
shares
|
$2.26 Million
2.3% of portfolio
|
Q1 2025
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
21,251
shares
|
$2.26 Million
0.03% of portfolio
|
Q1 2025
Added 12.18%
|
|
|
United Bank
|
May 06, 2025 Q1 2025 |
21,221
shares
|
$2.26 Million
1.06% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
21,217
shares
|
$2.26 Million
0.21% of portfolio
|
Q1 2025
Reduced 19.89%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
21,213
shares
|
$2.26 Million
0.18% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Financial Advisors, LLC
Andover, MA |
May 02, 2025 Q1 2025 |
21,179
shares
|
$2.25 Million
0.5% of portfolio
|
Q2 2024
Reduced 2.67%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
21,159
shares
|
$2.25 Million
0.46% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
21,102
shares
|
$2.25 Million
0.51% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
21,079
shares
|
$2.24 Million
0.34% of portfolio
|
Q1 2025
Added 173.54%
|
|
|
Live Oak Investment Partners
Austin, TX |
Apr 23, 2025 Q1 2025 |
21,049
shares
|
$2.24 Million
2.04% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Apr 22, 2025 Q1 2025 |
21,036
shares
|
$2.24 Million
1.02% of portfolio
|
Q1 2025
Added 6.29%
|