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 |
|---|---|---|---|---|---|
|
Avity Investment Management Inc.
|
Jan 14, 2025 Q4 2024 |
20,921
shares
|
$2.33 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
20,919
shares
|
$2.33 Million
0.69% of portfolio
|
Q4 2024
Reduced 11.09%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
20,876
shares
|
$2.32 Million
0.24% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
20,863
shares
|
$2.32 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
20,854
shares
|
$2.32 Million
0.25% of portfolio
|
Q4 2024
Reduced 7.12%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
20,852
shares
|
$2.32 Million
1.1% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
20,820
shares
|
$2.32 Million
0.87% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
20,801
shares
|
$2.31 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Grassi Investment Management
|
Jan 21, 2025 Q4 2024 |
20,800
shares
|
$2.31 Million
0.19% of portfolio
|
Q2 2023
Reduced 19.38%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
20,790
shares
|
$2.31 Million
0.77% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
20,783
shares
|
$2.31 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Cap Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
20,758
shares
|
$2.31 Million
0.25% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Feb 04, 2025 Q4 2024 |
20,754
shares
|
$2.31 Million
1.35% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
20,723
shares
|
$2.31 Million
0.44% of portfolio
|
Q4 2024
Added 140.83%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
20,714
shares
|
$2.3 Million
0.24% of portfolio
|
Q4 2024
Reduced 10.55%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
20,697
shares
|
$2.3 Million
0.66% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
20,671
shares
|
$2.3 Million
0.14% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Feb 13, 2025 Q4 2024 |
20,640
shares
|
$2.3 Million
0.84% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
20,553
shares
|
$2.29 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
20,550
shares
|
$2.29 Million
0.08% of portfolio
|
Q4 2024
Added 31.65%
|
|
|
P&S Credit Management, L.P.
New York, NY |
Apr 12, 2024 Q1 2024 |
20,446
shares
|
$2.28 Million
3.8% of portfolio
|
Q4 2023
Added 127.18%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
20,419
shares
|
$2.27 Million
0.82% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Sender CO & Partners, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
20,401
shares
|
$2.27 Million
2.91% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
20,381
shares
|
$2.27 Million
0.17% of portfolio
|
Q3 2022
Added 12.0%
|
|
|
Ifg Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
20,359
shares
|
$2.27 Million
0.45% of portfolio
|
Q4 2024
Added 1.75%
|