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 |
|---|---|---|---|---|---|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
19,098
shares
|
$2.13 Million
0.63% of portfolio
|
Q4 2022
Reduced 6.81%
|
|
|
Ackerman Capital Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
19,094
shares
|
$2.12 Million
0.54% of portfolio
|
Q2 2024
Added 31.1%
|
|
|
Todd Asset Management LLC
|
Feb 04, 2025 Q4 2024 |
19,089
shares
|
$2.12 Million
0.05% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Sierra Capital LLC
|
Feb 04, 2025 Q4 2024 |
19,062
shares
|
$2.12 Million
0.24% of portfolio
|
Q4 2024
Reduced 14.19%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
19,044
shares
|
$2.12 Million
1.53% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
19,016
shares
|
$2.12 Million
0.37% of portfolio
|
Q4 2024
Reduced 12.15%
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
19,004
shares
|
$2.11 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Ostrum Asset Management
Paris, I0 |
Feb 13, 2025 Q4 2024 |
18,998
shares
|
$2.11 Million
0.18% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Elevatus Welath Management
Victor, NY |
Feb 13, 2025 Q4 2024 |
18,995
shares
|
$2.11 Million
0.7% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
18,982
shares
|
$2.11 Million
0.41% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Bourgeon Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
18,966
shares
|
$2.11 Million
0.39% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
18,944
shares
|
$2.11 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
18,939
shares
|
$2.11 Million
0.96% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Act Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
18,925
shares
|
$2.11 Million
0.95% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Arnhold LLC
|
Feb 14, 2025 Q4 2024 |
18,886
shares
|
$2.1 Million
0.21% of portfolio
|
Q1 2024
Added 261.25%
|
|
|
Pitti Group Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
18,872
shares
|
$2.1 Million
2.51% of portfolio
|
Q4 2024
Reduced 43.23%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
18,800
shares
|
$2.09 Million
0.7% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Feb 14, 2025 Q4 2024 |
18,794
shares
|
$2.09 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Monument Capital Management
|
Jan 30, 2025 Q4 2024 |
18,762
shares
|
$2.09 Million
0.57% of portfolio
|
Q4 2024
Added 8.51%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Feb 14, 2025 Q4 2024 |
18,746
shares
|
$2.09 Million
0.73% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Feb 13, 2025 Q4 2024 |
18,706
shares
|
$2.08 Million
0.81% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Lauterbach Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
18,671
shares
|
$2.08 Million
1.28% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
18,667
shares
|
$2.08 Million
0.33% of portfolio
|
Q1 2024
Reduced 5.56%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
18,660
shares
|
$2.08 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
18,657
shares
|
$2.08 Million
0.18% of portfolio
|
Q4 2024
Added 11.95%
|