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 |
|---|---|---|---|---|---|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
19,876
shares
|
$2.21 Million
1.36% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Northstar Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
19,840
shares
|
$2.21 Million
1.09% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Waverton Investment Management LTD
|
Feb 04, 2025 Q4 2024 |
19,838
shares
|
$2.21 Million
0.04% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
19,830
shares
|
$2.21 Million
0.16% of portfolio
|
Q4 2024
Reduced 13.43%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
19,792
shares
|
$2.2 Million
0.85% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
19,749
shares
|
$2.2 Million
0.66% of portfolio
|
Q2 2022
Reduced 19.76%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
19,743
shares
|
$2.2 Million
1.78% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Exeter Financial, LLC
|
Jan 13, 2025 Q4 2024 |
19,682
shares
|
$2.19 Million
0.98% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Inlet Private Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
19,671
shares
|
$2.19 Million
0.59% of portfolio
|
Q4 2024
Reduced 8.09%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
19,671
shares
|
$2.19 Million
0.43% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
19,584
shares
|
$2.18 Million
0.66% of portfolio
|
Q4 2024
Reduced 74.17%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
19,508
shares
|
$2.17 Million
0.2% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
19,506
shares
|
$2.17 Million
0.04% of portfolio
|
Q4 2024
Added 95.82%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jan 27, 2025 Q4 2024 |
19,478
shares
|
$2.17 Million
0.7% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
19,473
shares
|
$2.17 Million
0.11% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
19,456
shares
|
$2.16 Million
0.14% of portfolio
|
Q4 2024
Reduced 17.63%
|
|
|
Financial Council Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
19,453
shares
|
$2.16 Million
1.08% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
19,432
shares
|
$2.16 Million
0.96% of portfolio
|
Q4 2024
Added 6.44%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 14, 2025 Q4 2024 |
19,399
shares
|
$2.16 Million
0.48% of portfolio
|
Q4 2024
Reduced 21.33%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
19,361
shares
|
$2.15 Million
0.22% of portfolio
|
Q4 2024
Added 11.33%
|
|
|
Natixis
Paris, I0 |
Feb 13, 2025 Q4 2024 |
19,308
shares
|
$2.15 Million
0.01% of portfolio
|
Q4 2024
Reduced 97.46%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
19,269
shares
|
$2.14 Million
0.68% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
19,264
shares
|
$2.14 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Feb 14, 2025 Q4 2024 |
19,224
shares
|
$2.14 Million
1.47% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
19,168
shares
|
$2.13 Million
0.29% of portfolio
|
Q4 2024
Added 5.74%
|